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Cascade Financial Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Cascade Financial Partners’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
-4,224
Closed -$245K – 256
2024
Q4 		$245K Sell
4,224
-55
-1% -$3.23K 0.03% 216
2024
Q3 		$253K Buy
+4,279
New +$255K 0.03% 208

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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

Cascade Financial Partners's VGIT Position: Q1 2025 in Review

Cascade Financial Partners sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2025, closing a stake of 4,224 shares — an estimated $245K sold.

Cascade Financial Partners first reported a position in VGIT in Q3 2024 and held it in 2 quarters. The position peaked at $253K in Q3 2024. 808 funds tracked by Wall St. Rank hold VGIT as of Q1 2025.

  • Cascade Financial Partners reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Cascade Financial Partners sold 4,224 Vanguard Intermediate-Term Treasury ETF shares in Q1 2025, an estimated $245K.
  • Cascade Financial Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2024 and held it in 2 quarters.
  • Cascade Financial Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $253K in Q3 2024.
  • 808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2025.

Based on Cascade Financial Partners's 13F filing for Q1 2025, filed 13 May 2025.