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

Castleview 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	-407	Closed	-$23.6K	–	556
2024 Q4	$23.6K	Hold	407	–	–	0.01%	447
2024 Q3	$24.6K	Hold	407	–	–	0.01%	417
2024 Q2	$23.7K	Hold	407	–	–	0.01%	416
2024 Q1	$23.8K	Hold	407	–	–	0.01%	442
2023 Q4	$24.1K	Buy	407 +41	+11%	+$2.36K	0.02%	409
2023 Q3	$20.9K	Hold	366	–	–	0.02%	354
2023 Q2	$21.5K	Hold	366	–	–	0.02%	349
2023 Q1	$21.9K	Hold	366	–	–	0.02%	334
2022 Q4	$21.4K	Hold	366	–	–	0.02%	293
2022 Q3	$21K	Sell	366 -1,486	-80%	-$90.1K	0.02%	318
2022 Q2	$95.3K	Buy	1,852 +1,486	+406%	+$91K	0.08%	222
2022 Q1	$23K	Buy	+366	New	+$23.7K	0.01%	417

Other funds holding VGIT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Castleview Partners's VGIT Position: Q1 2025 in Review

Castleview Partners sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2025, closing a stake of 407 shares — an estimated $23.6K sold.

Castleview Partners first reported a position in VGIT in Q1 2022 and held it in 12 quarters. The position peaked at $95.3K in Q2 2022. 808 funds tracked by Wall St. Rank hold VGIT as of Q1 2025.

Castleview Partners reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 407 Vanguard Intermediate-Term Treasury ETF shares in Q1 2025, an estimated $23.6K.
Castleview Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2022 and held it in 12 quarters.
Castleview Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $95.3K in Q2 2022.
808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.