Edgehill Endowment Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Edgehill Endowment Partners’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 Q4	–	Sell	-1,621,749	Closed	-$98M	–	3
2024 Q3	$98M	Buy	1,621,749 +14,816	+0.9%	+$884K	16.86%	4
2024 Q2	$93.6M	Sell	1,606,933 -467,447	-23%	-$27M	14.2%	4
2024 Q1	$121M	Buy	2,074,380 +318,247	+18%	+$18.7M	14.88%	4
2023 Q4	$104M	Buy	1,756,133 +186,872	+12%	+$10.8M	15.5%	4
2023 Q3	$89.7M	Buy	1,569,261 +10,534	+0.7%	+$611K	16.51%	4
2023 Q2	$91.4M	Buy	1,558,727 +874,666	+128%	+$52.2M	16.15%	4
2023 Q1	$41M	Buy	684,061 +11,479	+2%	+$680K	8.19%	6
2022 Q4	$39.3M	Buy	672,582 +4,964	+0.7%	+$290K	8.56%	5
2022 Q3	$38.9M	Buy	667,618 +164,849	+33%	+$9.99M	10.01%	4
2022 Q2	$30.7M	Buy	+502,769	New	+$30.8M	7.74%	6

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Edgehill Endowment Partners's VGIT Position: Q4 2024 in Review

Edgehill Endowment Partners sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2024, closing a stake of 1,621,749 shares — an estimated $98M sold.

Edgehill Endowment Partners first reported a position in VGIT in Q2 2022 and held it in 10 quarters. The position peaked at $121M in Q1 2024. 808 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

Edgehill Endowment Partners reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Edgehill Endowment Partners sold 1,621,749 Vanguard Intermediate-Term Treasury ETF shares in Q4 2024, an estimated $98M.
Edgehill Endowment Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2022 and held it in 10 quarters.
Edgehill Endowment Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $121M in Q1 2024.
808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

Based on Edgehill Endowment Partners's 13F filing for Q4 2024.