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Family Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Family 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
2019
Q4 		– Sell
-406
Closed -$27K – 213
2019
Q3 		$27K Sell
406
-29
-7% -$1.93K 0.01% 171
2019
Q2 		$29K Buy
+435
New +$28.2K 0.01% 164

Other funds holding VGIT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Family Management's VGIT Position: Q4 2019 in Review

Family Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2019, closing a stake of 406 shares — an estimated $27K sold.

Family Management first reported a position in VGIT in Q2 2019 and held it in 2 quarters. The position peaked at $29K in Q2 2019. 233 funds tracked by Wall St. Rank hold VGIT as of Q4 2019.

  • Family Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2019 after selling out during the quarter.
  • Family Management sold 406 Vanguard Intermediate-Term Treasury ETF shares in Q4 2019, an estimated $27K.
  • Family Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2019 and held it in 2 quarters.
  • Family Management's Vanguard Intermediate-Term Treasury ETF position peaked at $29K in Q2 2019.
  • 233 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2019.

Based on Family Management's 13F filing for Q4 2019, filed 11 Feb 2020.