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Cannell & Spears’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Cannell & Spears’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
2021
Q1 		– Sell
-3,190
Closed -$221K – 245
2020
Q4 		$221K Buy
3,190
+36
+1% +$2.52K 0.02% 213
2020
Q3 		$222K Buy
3,154
+11
+0.3% +$776 0.02% 208
2020
Q2 		$222K Buy
3,143
+10
+0.3% +$704 0.02% 199
2020
Q1 		$221K Buy
+3,133
New +$212K 0.03% 184

Other funds holding VGIT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Cannell & Spears's VGIT Position: Q1 2021 in Review

Cannell & Spears sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2021, closing a stake of 3,190 shares — an estimated $221K sold.

Cannell & Spears first reported a position in VGIT in Q1 2020 and held it in 4 quarters. The position peaked at $222K in Q3 2020. 350 funds tracked by Wall St. Rank hold VGIT as of Q1 2021.

  • Cannell & Spears reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Cannell & Spears sold 3,190 Vanguard Intermediate-Term Treasury ETF shares in Q1 2021, an estimated $221K.
  • Cannell & Spears first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2020 and held it in 4 quarters.
  • Cannell & Spears's Vanguard Intermediate-Term Treasury ETF position peaked at $222K in Q3 2020.
  • 350 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2021.

Based on Cannell & Spears's 13F filing for Q1 2021, filed 14 May 2021.