Evolution Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Evolution Wealth Advisors’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 Q3	–	Sell	-10,449	Closed	-$625K	–	180
2025 Q2	$625K	Hold	10,449	–	–	0.09%	88
2025 Q1	$621K	Hold	10,449	–	–	0.1%	82
2024 Q4	$606K	Sell	10,449 -1,003	-9%	-$59K	0.1%	78
2024 Q3	$692K	Buy	11,452 +2,513	+28%	+$150K	0.12%	73
2024 Q2	$521K	Hold	8,939	–	–	0.1%	79
2024 Q1	$523K	Buy	8,939 +689	+8%	+$40.4K	0.1%	78
2023 Q4	$489K	Hold	8,250	–	–	0.1%	81
2023 Q3	$471K	Hold	8,250	–	–	0.11%	77
2023 Q2	$484K	Hold	8,250	–	–	0.11%	74
2023 Q1	$495K	Sell	8,250 -191	-2%	-$11.3K	0.12%	70
2022 Q4	$494K	Buy	8,441 +191	+2%	+$11.2K	0.12%	72
2022 Q3	$481K	Buy	+8,250	New	+$500K	0.13%	68

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BTI

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

Evolution Wealth Advisors's VGIT Position: Q3 2025 in Review

Evolution Wealth Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2025, closing a stake of 10,449 shares — an estimated $625K sold.

Evolution Wealth Advisors first reported a position in VGIT in Q3 2022 and held it in 12 quarters. The position peaked at $692K in Q3 2024. 815 funds tracked by Wall St. Rank hold VGIT as of Q3 2025.

Evolution Wealth Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Evolution Wealth Advisors sold 10,449 Vanguard Intermediate-Term Treasury ETF shares in Q3 2025, an estimated $625K.
Evolution Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2022 and held it in 12 quarters.
Evolution Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $692K in Q3 2024.
815 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2025.

Based on Evolution Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.