DDFG Inc’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

DDFG Inc’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	–	Sell	-3,548	Closed	-$211K	–	81
2025 Q1	$211K	Sell	3,548 -64,813	-95%	-$3.79M	0.06%	72
2024 Q4	$3.96M	Sell	68,361 -147	-0.2%	-$8.64K	1.14%	20
2024 Q3	$4.14M	Buy	68,508 +4,530	+7%	+$270K	1.18%	20
2024 Q2	$3.73M	Buy	63,978 +3,047	+5%	+$176K	1.15%	19
2024 Q1	$3.57M	Buy	60,931 +3,982	+7%	+$234K	1.13%	19
2023 Q4	$3.38M	Buy	56,949 +1,347	+2%	+$77.6K	1.14%	21
2023 Q3	$3.18M	Buy	55,602 +1,604	+3%	+$93K	1.17%	20
2023 Q2	$3.17M	Buy	53,998 +1,398	+3%	+$83.4K	1.17%	22
2023 Q1	$3.15M	Buy	52,600 +3,529	+7%	+$209K	1.23%	21
2022 Q4	$2.87M	Buy	+49,071	New	+$2.87M	1.19%	24

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

ERSOT

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

BTI

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

DDFG Inc's VGIT Position: Q2 2025 in Review

DDFG Inc sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2025, closing a stake of 3,548 shares — an estimated $211K sold.

DDFG Inc first reported a position in VGIT in Q4 2022 and held it in 10 quarters. The position peaked at $4.14M in Q3 2024. 818 funds tracked by Wall St. Rank hold VGIT as of Q2 2025.

DDFG Inc reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
DDFG Inc sold 3,548 Vanguard Intermediate-Term Treasury ETF shares in Q2 2025, an estimated $211K.
DDFG Inc first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and held it in 10 quarters.
DDFG Inc's Vanguard Intermediate-Term Treasury ETF position peaked at $4.14M in Q3 2024.
818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2025.

Based on DDFG Inc's 13F filing for Q2 2025, filed 6 Aug 2025.