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

Clear Point 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
2026
Q1 		– Sell
-8,886
Closed -$533K – 137
2025
Q4 		$533K Buy
8,886
+889
+11% +$53.5K 0.41% 74
2025
Q3 		$480K Buy
7,997
+627
+9% +$37.4K 0.37% 80
2025
Q2 		$441K Buy
7,370
+113
+2% +$6.69K 0.37% 73
2025
Q1 		$431K Sell
7,257
-1,452
-17% -$84.9K 0.39% 72
2024
Q4 		$505K Sell
8,709
-1,875
-18% -$110K 0.43% 68
2024
Q3 		$639K Buy
10,584
+4,300
+68% +$257K 0.49% 54
2024
Q2 		$366K Buy
6,284
+12
+0.2% +$694 0.3% 77
2024
Q1 		$367K Buy
6,272
+132
+2% +$7.75K 0.3% 80
2023
Q4 		$364K Buy
+6,140
New +$354K 0.32% 72

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Empower Advisory Group
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
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return