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

Column Capital 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
2023 Q3	$36K	Hold	630	–	–	0.01%	363
2023 Q2	$37K	Hold	630	–	–	0.01%	360
2023 Q1	$37.8K	Hold	630	–	–	0.01%	357
2022 Q4	$36.8K	Sell	630 -85	-12%	-$4.97K	0.01%	339
2022 Q3	$42K	Hold	715	–	–	0.01%	299
2022 Q2	$44K	Hold	715	–	–	0.01%	296
2022 Q1	$45K	Hold	715	–	–	0.01%	303
2021 Q4	$48K	Hold	715	–	–	0.01%	304
2021 Q3	$48K	Hold	715	–	–	0.01%	274
2021 Q2	$48K	Hold	715	–	–	0.01%	283
2021 Q1	$48K	Hold	715	–	–	0.01%	274
2020 Q4	$50K	Hold	715	–	–	0.01%	272
2020 Q3	$50K	Hold	715	–	–	0.02%	246
2020 Q2	$50K	Buy	+715	New	+$50.3K	0.02%	246

Other funds holding VGIT

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

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

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

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

SCM

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

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

RWP

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

BSW

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

Column Capital Advisors's VGIT Position: Q3 2023 in Review

Column Capital Advisors held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q3 2023 at 630 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #363.

Column Capital Advisors first reported a position in VGIT in Q2 2020 and has held it in 14 quarters since. The position peaked at $50K in Q4 2020. 570 funds tracked by Wall St. Rank hold VGIT as of Q3 2023.

Column Capital Advisors held 630 shares of Vanguard Intermediate-Term Treasury ETF worth $36K as of Q3 2023.
Column Capital Advisors left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q3 2023.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #363 holding.
Column Capital Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2020 and has held it in 14 quarters since.
Column Capital Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $50K in Q4 2020.
570 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.