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Cassady Schiller Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$4.18K Buy
72
+2
+3% +$118 ﹤0.01% 447
2024
Q3 		$4.23K Hold
70
– – ﹤0.01% 358
2024
Q2 		$4.08K Hold
70
– – ﹤0.01% 359
2024
Q1 		$4.1K Buy
+70
New +$4.11K ﹤0.01% 385

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Cassady Schiller Wealth Management's VGIT Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 2.9% in Q4 2024, buying an estimated $118 and bringing the position to 72 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Cassady Schiller Wealth Management first reported a position in VGIT in Q1 2024 and has held it in 4 quarters since. The position peaked at $4.23K in Q3 2024. 808 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

  • Cassady Schiller Wealth Management held 72 shares of Vanguard Intermediate-Term Treasury ETF worth $4.18K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 2 Vanguard Intermediate-Term Treasury ETF shares in Q4 2024, an estimated $118.
  • Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #447 holding.
  • Cassady Schiller Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2024 and has held it in 4 quarters since.
  • Cassady Schiller Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $4.23K in Q3 2024.
  • 808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.