Consolidated Portfolio Review Corp’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Consolidated Portfolio Review Corp’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 Q4	–	Sell	-43,319	Closed	-$2.6M	–	400
2025 Q3	$2.6M	Sell	43,319 -1,667	-4%	-$99.5K	0.33%	80
2025 Q2	$2.69M	Sell	44,986 -3,577	-7%	-$212K	0.37%	65
2025 Q1	$2.88M	Sell	48,563 -339	-0.7%	-$19.8K	0.46%	56
2024 Q4	$2.84M	Buy	48,902 +10,791	+28%	+$634K	0.45%	54
2024 Q3	$2.3M	Buy	38,111 +2,655	+7%	+$158K	0.51%	45
2024 Q2	$2.06M	Buy	35,456 +482	+1%	+$27.9K	0.48%	55
2024 Q1	$2.05M	Sell	34,974 -3,237	-8%	-$190K	0.54%	53
2023 Q4	$2.27M	Buy	38,211 +5,901	+18%	+$340K	0.52%	54
2023 Q3	$1.85M	Buy	32,310 +6,897	+27%	+$400K	0.45%	65
2023 Q2	$1.49M	Buy	25,413 +18,546	+270%	+$1.11M	0.35%	80
2023 Q1	$412K	Buy	+6,867	New	+$407K	0.11%	178

Other funds holding VGIT

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Consolidated Portfolio Review Corp's VGIT Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2025, closing a stake of 43,319 shares — an estimated $2.6M sold.

Consolidated Portfolio Review Corp first reported a position in VGIT in Q1 2023 and held it in 11 quarters. The position peaked at $2.88M in Q1 2025. 921 funds tracked by Wall St. Rank hold VGIT as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 43,319 Vanguard Intermediate-Term Treasury ETF shares in Q4 2025, an estimated $2.6M.
Consolidated Portfolio Review Corp first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2023 and held it in 11 quarters.
Consolidated Portfolio Review Corp's Vanguard Intermediate-Term Treasury ETF position peaked at $2.88M in Q1 2025.
921 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.