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BWM Planning’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

BWM Planning’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,876
Closed -$290K – 84
2025
Q1 		$290K Hold
4,876
– – 0.12% 65
2024
Q4 		$283K Hold
4,876
– – 0.12% 68
2024
Q3 		$295K Buy
+4,876
New +$291K 0.13% 68

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

BWM Planning's VGIT Position: Q2 2025 in Review

BWM Planning sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2025, closing a stake of 4,876 shares — an estimated $290K sold.

BWM Planning first reported a position in VGIT in Q3 2024 and held it in 3 quarters. The position peaked at $295K in Q3 2024. 818 funds tracked by Wall St. Rank hold VGIT as of Q2 2025.

  • BWM Planning reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • BWM Planning sold 4,876 Vanguard Intermediate-Term Treasury ETF shares in Q2 2025, an estimated $290K.
  • BWM Planning first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2024 and held it in 3 quarters.
  • BWM Planning's Vanguard Intermediate-Term Treasury ETF position peaked at $295K in Q3 2024.
  • 818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2025.

Based on BWM Planning's 13F filing for Q2 2025, filed 12 Aug 2025.