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Concord Asset Management (Virginia)’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Concord Asset Management (Virginia)’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
2025
Q3 		– Sell
-10,192
Closed -$610K – 194
2025
Q2 		$610K Buy
+10,192
New +$603K 0.09% 147
2024
Q3 		– Sell
-11,181
Closed -$651K – 133
2024
Q2 		$651K Sell
11,181
-13,889
-55% -$803K 0.16% 92
2024
Q1 		$1.47M Sell
25,070
-10,973
-30% -$644K 0.39% 60
2023
Q4 		$2.14M Sell
36,043
-20,261
-36% -$1.17M 0.63% 41
2023
Q3 		$3.22M Sell
56,304
-27,051
-32% -$1.57M 1.08% 23
2023
Q2 		$4.89M Buy
83,355
+11,689
+16% +$697K 1.72% 20
2023
Q1 		$4.3M Buy
71,666
+372
+0.5% +$22K 1.76% 18
2022
Q4 		$4.17M Sell
71,294
-115,940
-62% -$6.78M 2.82% 14
2022
Q3 		$10.9M Sell
187,234
-10,020
-5% -$607K 8.44% 2
2022
Q2 		$12.1M Buy
197,254
+7,641
+4% +$468K 8.84% 2
2022
Q1 		$11.9M Sell
189,613
-165,537
-47% -$10.7M 7.97% 3
2021
Q4 		$23.6M Buy
+355,150
New +$23.8M 15.73% 2

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T 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
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Concord Asset Management (Virginia)'s VGIT Position: Q3 2025 in Review

Concord Asset Management (Virginia) sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2025, closing a stake of 10,192 shares — an estimated $610K sold.

Concord Asset Management (Virginia) first reported a position in VGIT in Q4 2021 and held it in 12 quarters. The position peaked at $23.6M in Q4 2021. 815 funds tracked by Wall St. Rank hold VGIT as of Q3 2025.

  • Concord Asset Management (Virginia) reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 10,192 Vanguard Intermediate-Term Treasury ETF shares in Q3 2025, an estimated $610K.
  • Concord Asset Management (Virginia) first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2021 and held it in 12 quarters.
  • Concord Asset Management (Virginia)'s Vanguard Intermediate-Term Treasury ETF position peaked at $23.6M in Q4 2021.
  • 815 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2025.

Based on Concord Asset Management (Virginia)'s 13F filing for Q3 2025, filed 5 Nov 2025.