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Capital & Planning LLC’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Capital & Planning LLC’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
Q1 		– Sell
-17
Closed -$986 – 172
2024
Q4 		$986 Buy
+17
New +$999 ﹤0.01% 177

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Capital & Planning LLC's VGIT Position: Q1 2025 in Review

Capital & Planning LLC sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2025, closing a stake of 17 shares — an estimated $986 sold.

Capital & Planning LLC first reported a position in VGIT in Q4 2024 and held it in 1 quarter. The position peaked at $986 in Q4 2024. 808 funds tracked by Wall St. Rank hold VGIT as of Q1 2025.

  • Capital & Planning LLC reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Capital & Planning LLC sold 17 Vanguard Intermediate-Term Treasury ETF shares in Q1 2025, an estimated $986.
  • Capital & Planning LLC first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and held it in 1 quarter.
  • Capital & Planning LLC's Vanguard Intermediate-Term Treasury ETF position peaked at $986 in Q4 2024.
  • 808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.