EWM
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Executive Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Executive Wealth Management’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 		$35M Buy
602,966
+15,685
+3% +$922K 2.74% 5
2024
Q3 		$35.5M Buy
587,281
+14,468
+3% +$863K 2.78% 6
2024
Q2 		$33.4M Buy
572,813
+31,846
+6% +$1.84M 6.12% 2
2024
Q1 		$31.4M Buy
540,967
+52,218
+11% +$3.06M 2.75% 7
2023
Q4 		$29M Sell
488,749
-13,260
-3% -$764K 2.73% 8
2023
Q3 		$28.7M Sell
502,009
-5,926
-1% -$344K 2.97% 8
2023
Q2 		$29.8M Sell
507,935
-7,828
-2% -$467K 3.08% 7
2023
Q1 		$30.9M Buy
515,763
+78,116
+18% +$4.63M 3.43% 6
2022
Q4 		$25.6M Buy
437,647
+415,895
+1,912% +$24.3M 3.14% 5
2022
Q3 		$21.8K Sell
21,752
-422,543
-95% -$25.6M 3.03% 7
2022
Q2 		$27.2M Buy
444,295
+42,746
+11% +$2.62M 3.65% 4
2022
Q1 		$25.3M Buy
401,549
+45,445
+13% +$2.94M 2.74% 7
2021
Q4 		$23.7M Buy
356,104
+161,548
+83% +$10.8M 2.36% 10
2021
Q3 		$13.1M Buy
194,556
+4,153
+2% +$283K 1.45% 18
2021
Q2 		$12.9M Buy
190,403
+86,764
+84% +$5.87M 1.42% 18
2021
Q1 		$6.97M Buy
103,639
+98,709
+2,002% +$6.75M 0.82% 27
2020
Q4 		$342K Sell
4,930
-450
-8% -$31.5K 0.04% 135
2020
Q3 		$379K Sell
5,380
-2,807
-34% -$198K 0.05% 121
2020
Q2 		$577K Sell
8,187
-571,953
-99% -$40.3M 0.09% 94
2020
Q1 		$40.9M Sell
580,140
-41,899
-7% -$2.84M 7.27% 4
2019
Q4 		$41M Buy
622,039
+39,620
+7% +$2.63M 5.61% 4
2019
Q3 		$38.8M Buy
582,419
+37,864
+7% +$2.51M 5.89% 3
2019
Q2 		$35.9M Buy
544,555
+544,515
+1,361,288% +$35.3M 5.08% 3
2019
Q1 		$3K Buy
+40
New +$2.54K ﹤0.01% 710

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
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

Executive Wealth Management's VGIT Position: Q4 2024 in Review

Executive Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 2.7% in Q4 2024, buying an estimated $922K and bringing the position to 602,966 shares worth $35M. The position accounts for 2.74% of the portfolio, ranked #5.

Executive Wealth Management first reported a position in VGIT in Q1 2019 and has held it in 24 quarters since. The position peaked at $41M in Q4 2019. 808 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

  • Executive Wealth Management held 602,966 shares of Vanguard Intermediate-Term Treasury ETF worth $35M as of Q4 2024.
  • Executive Wealth Management bought 15,685 Vanguard Intermediate-Term Treasury ETF shares in Q4 2024, an estimated $922K.
  • Vanguard Intermediate-Term Treasury ETF made up 2.74% of Executive Wealth Management's portfolio in Q4 2024, its #5 holding.
  • Executive Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2019 and has held it in 24 quarters since.
  • Executive Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $41M in Q4 2019.
  • 808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.