Congress Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Congress Wealth Management’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 Q2	$3.24M	Buy	54,133 +352	+0.7%	+$20.8K	0.03%	472
2025 Q1	$3.19M	Sell	53,781 -28,400	-35%	-$1.66M	0.04%	398
2024 Q4	$4.77M	Buy	82,181 +48,333	+143%	+$2.84M	0.07%	288
2024 Q3	$2.05M	Sell	33,848 -2,278	-6%	-$136K	0.03%	424
2024 Q2	$2.1M	Sell	36,126 -3,629	-9%	-$210K	0.03%	350
2024 Q1	$2.33M	Sell	39,755 -324	-0.8%	-$19K	0.04%	299
2023 Q4	$2.38M	Buy	40,079 +15,119	+61%	+$871K	0.04%	296
2023 Q3	$1.43M	Sell	24,960 -2,322	-9%	-$135K	0.03%	337
2023 Q2	$1.6M	Sell	27,282 -732	-3%	-$43.6K	0.04%	295
2023 Q1	$1.68M	Sell	28,014 -4,940	-15%	-$293K	0.04%	291
2022 Q4	$1.93M	Buy	+32,954	New	+$1.93M	0.05%	265

Other funds holding VGIT

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

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

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

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

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

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

SCM

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Congress Wealth Management's VGIT Position: Q2 2025 in Review

Congress Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.65% in Q2 2025, buying an estimated $20.8K and bringing the position to 54,133 shares worth $3.24M. The position accounts for 0.03% of the portfolio, ranked #472.

Congress Wealth Management first reported a position in VGIT in Q4 2022 and has held it in 11 quarters since. The position peaked at $4.77M in Q4 2024. 819 funds tracked by Wall St. Rank hold VGIT as of Q2 2025.

Congress Wealth Management held 54,133 shares of Vanguard Intermediate-Term Treasury ETF worth $3.24M as of Q2 2025.
Congress Wealth Management bought 352 Vanguard Intermediate-Term Treasury ETF shares in Q2 2025, an estimated $20.8K.
Vanguard Intermediate-Term Treasury ETF made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #472 holding.
Congress Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 11 quarters since.
Congress Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $4.77M in Q4 2024.
819 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.