Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CTWM
Cherry Tree Wealth Management’s
Vanguard Intermediate-Term Treasury ETF
VGIT
Stock Holding History
Cherry Tree Wealth Management’s Portfolio
VGIT Stock Details
VGIT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.77M
Buy
29,709
+1,137
+4%
+$68.1K
0.37%
55
2025
Q4
$1.71M
Sell
28,572
-199
-0.7%
-$12K
0.36%
56
2025
Q3
$1.73M
Sell
28,771
-742
-3%
-$44.3K
0.38%
53
2025
Q2
$1.77M
Sell
29,513
-2,180
-7%
-$129K
0.41%
49
2025
Q1
$1.88M
Hold
31,693
–
–
0.45%
49
2024
Q4
$1.84M
Sell
31,693
-9,189
-22%
-$540K
0.45%
46
2024
Q3
$2.47M
Sell
40,882
-2,610
-6%
-$156K
0.59%
43
2024
Q2
$2.53M
Sell
43,492
-491
-1%
-$28.4K
0.64%
41
2024
Q1
$2.58M
Sell
43,983
-921
-2%
-$54K
0.65%
38
2023
Q4
$2.66M
Sell
44,904
-2,348
-5%
-$135K
0.71%
35
2023
Q3
$2.7M
Buy
47,252
+850
+2%
+$49.3K
0.79%
29
2023
Q2
$2.72M
Buy
+46,402
New
+$2.77M
0.79%
31
Other funds holding VGIT
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Empower Advisory Group
Greenwood Village, Colorado
$38.5B AUM
18.4%
1-Year Est. Return
ERSOT
Employees Retirement System of Texas
Austin, Texas
$11.4B AUM
21.6%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
SCM
SCS Capital Management
Boston, Massachusetts
$9.44B AUM
18.1%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
NL
NEPC LLC
Boston, Massachusetts
$5.02B AUM
7.87%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close