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Custom Portfolio Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Custom Portfolio Group’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
2024
Q2 		$2.76M Buy
51,779
+4,693
+10% +$271K 2.17% 8
2024
Q1 		$2.51M Buy
+47,086
New +$2.76M 2.07% 8

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Creative Planning
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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Custom Portfolio Group's VGIT Position: Q2 2024 in Review

Custom Portfolio Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 10% in Q2 2024, buying an estimated $271K and bringing the position to 51,779 shares worth $2.76M. The position accounts for 2.17% of the portfolio, ranked #8.

Custom Portfolio Group first reported a position in VGIT in Q1 2024 and has held it in 2 quarters since. 677 funds tracked by Wall St. Rank hold VGIT as of Q2 2024.

  • Custom Portfolio Group held 51,779 shares of Vanguard Intermediate-Term Treasury ETF worth $2.76M as of Q2 2024.
  • Custom Portfolio Group bought 4,693 Vanguard Intermediate-Term Treasury ETF shares in Q2 2024, an estimated $271K.
  • Vanguard Intermediate-Term Treasury ETF made up 2.17% of Custom Portfolio Group's portfolio in Q2 2024, its #8 holding.
  • Custom Portfolio Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2024 and has held it in 2 quarters since.
  • 677 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.