Ethos Financial Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Ethos Financial 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 Q4	–	Sell	-14,479	Closed	-$875K	–	420
2024 Q3	$875K	Buy	14,479 +869	+6%	+$51.9K	0.14%	89
2024 Q2	$793K	Buy	13,610 +163	+1%	+$9.42K	0.14%	94
2024 Q1	$787K	Sell	13,447 -1,996	-13%	-$117K	0.15%	95
2023 Q4	$916K	Buy	15,443 +7,339	+91%	+$423K	0.19%	80
2023 Q3	$463K	Buy	8,104 +1,120	+16%	+$64.9K	0.12%	100
2023 Q2	$419K	Hold	6,984	–	–	0.14%	79
2023 Q1	$419K	Buy	6,984 +704	+11%	+$41.7K	0.13%	95
2022 Q4	$367K	Buy	+6,280	New	+$367K	0.12%	91

Other funds holding VGIT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ethos Financial Group's VGIT Position: Q4 2024 in Review

Ethos Financial Group sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2024, closing a stake of 14,479 shares — an estimated $875K sold.

Ethos Financial Group first reported a position in VGIT in Q4 2022 and held it in 8 quarters. The position peaked at $916K in Q4 2023. 809 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

Ethos Financial Group reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Ethos Financial Group sold 14,479 Vanguard Intermediate-Term Treasury ETF shares in Q4 2024, an estimated $875K.
Ethos Financial Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and held it in 8 quarters.
Ethos Financial Group's Vanguard Intermediate-Term Treasury ETF position peaked at $916K in Q4 2023.
809 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

Based on Ethos Financial Group's 13F filing for Q4 2024, filed 6 Feb 2025.