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Conrad Siegel Investment Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Conrad Siegel Investment 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
2022
Q3 		– Sell
-6,745
Closed -$413K – 27
2022
Q2 		$413K Buy
+6,745
New +$413K 0.45% 22
2022
Q1 		– Sell
-21,616
Closed -$1.44M – 65
2021
Q4 		$1.44M Buy
+21,616
New +$1.45M 1.25% 12

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Conrad Siegel Investment Advisors's VGIT Position: Q3 2022 in Review

Conrad Siegel Investment Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2022, closing a stake of 6,745 shares — an estimated $413K sold.

Conrad Siegel Investment Advisors first reported a position in VGIT in Q4 2021 and held it in 2 quarters. The position peaked at $1.44M in Q4 2021. 439 funds tracked by Wall St. Rank hold VGIT as of Q3 2022.

  • Conrad Siegel Investment Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
  • Conrad Siegel Investment Advisors sold 6,745 Vanguard Intermediate-Term Treasury ETF shares in Q3 2022, an estimated $413K.
  • Conrad Siegel Investment Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2021 and held it in 2 quarters.
  • Conrad Siegel Investment Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $1.44M in Q4 2021.
  • 439 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2022.

Based on Conrad Siegel Investment Advisors's 13F filing for Q3 2022, filed 25 Oct 2022.