Cetera Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Cetera Advisors’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 Q1	$4.18M	Buy	71,343 +49,110	+221%	+$2.88M	0.03%	514
2023 Q4	$1.32M	Buy	22,233 +7,627	+52%	+$440K	0.02%	664
2023 Q3	$835K	Buy	14,606 +880	+6%	+$51K	0.01%	798
2023 Q2	$805K	Buy	13,726 +1,081	+9%	+$64.5K	0.01%	812
2023 Q1	$758K	Buy	12,645 +8,409	+199%	+$498K	0.01%	812
2022 Q4	$248K	Buy	+4,236	New	+$248K	﹤0.01%	1331
2021 Q2	–	Sell	-3,400	Closed	-$229K	–	1356
2021 Q1	$229K	Buy	+3,400	New	+$233K	0.01%	1085
2019 Q2	–	Sell	-1,226	Closed	-$79K	–	1274
2019 Q1	$79K	Buy	+1,226	New	+$78K	﹤0.01%	926
2016 Q4	–	Sell	-6,736	Closed	-$451K	–	810
2016 Q3	$451K	Buy	+6,736	New	+$450K	0.03%	441

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Cetera Advisors's VGIT Position: Q1 2024 in Review

Cetera Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 221% in Q1 2024, buying an estimated $2.88M and bringing the position to 71,343 shares worth $4.18M. The position accounts for 0.03% of the portfolio, ranked #514.

Cetera Advisors first reported a position in VGIT in Q3 2016 and has held it in 9 quarters since. 664 funds tracked by Wall St. Rank hold VGIT as of Q1 2024.

Cetera Advisors held 71,343 shares of Vanguard Intermediate-Term Treasury ETF worth $4.18M as of Q1 2024.
Cetera Advisors bought 49,110 Vanguard Intermediate-Term Treasury ETF shares in Q1 2024, an estimated $2.88M.
Vanguard Intermediate-Term Treasury ETF made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #514 holding.
Cetera Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2016 and has held it in 9 quarters since.
664 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.