Colony Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Colony Group’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
2023 Q3	$299K	Buy	+5,234	New	+$303K	﹤0.01%	640

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Colony Group's VGIT Position: Q3 2023 in Review

Colony Group opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2023: 5,234 shares worth $299K. The stake represents ﹤0.01% of the portfolio and ranks #640 among its holdings.

569 funds tracked by Wall St. Rank hold VGIT as of Q3 2023.

Colony Group held 5,234 shares of Vanguard Intermediate-Term Treasury ETF worth $299K as of Q3 2023.
Vanguard Intermediate-Term Treasury ETF was a new Colony Group position in Q3 2023.
Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of Colony Group's portfolio in Q3 2023, its #640 holding.
569 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2023.

Based on Colony Group's 13F filing for Q3 2023, filed 14 Nov 2023.