CCMI
VGIT icon

Creative Capital Management Investments’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Creative Capital Management Investments’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
Q1 		– Sell
-1,080
Closed -$62.6K – 279
2024
Q4 		$62.6K Hold
1,080
– – 0.03% 96
2024
Q3 		$65.3K Hold
1,080
– – 0.03% 88
2024
Q2 		$62.9K Buy
+1,080
New +$62.4K 0.03% 80

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
Morgan Stanley
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
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Creative Capital Management Investments's VGIT Position: Q1 2025 in Review

Creative Capital Management Investments sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2025, closing a stake of 1,080 shares — an estimated $62.6K sold.

Creative Capital Management Investments first reported a position in VGIT in Q2 2024 and held it in 3 quarters. The position peaked at $65.3K in Q3 2024. 808 funds tracked by Wall St. Rank hold VGIT as of Q1 2025.

  • Creative Capital Management Investments reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Creative Capital Management Investments sold 1,080 Vanguard Intermediate-Term Treasury ETF shares in Q1 2025, an estimated $62.6K.
  • Creative Capital Management Investments first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2024 and held it in 3 quarters.
  • Creative Capital Management Investments's Vanguard Intermediate-Term Treasury ETF position peaked at $65.3K in Q3 2024.
  • 808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2025.

Based on Creative Capital Management Investments's 13F filing for Q1 2025, filed 18 Apr 2025.