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Financial Gravity Companies’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Financial Gravity Companies’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
Q2 		$35.3K Buy
+591
New +$35K 0.01% 349
2024
Q4 		$41.3K Buy
712
+255
+56% +$15K 0.01% 317
2024
Q3 		$27.6K Buy
+457
New +$27.3K 0.01% 236

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
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Financial Gravity Companies's VGIT Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2025: 591 shares worth $35.3K. The stake represents 0.01% of the portfolio and ranks #349 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VGIT as recently as Q4 2024.

Financial Gravity Companies first reported a position in VGIT in Q3 2024 and has held it in 3 quarters since. The position peaked at $41.3K in Q4 2024. 818 funds tracked by Wall St. Rank hold VGIT as of Q2 2025.

  • Financial Gravity Companies held 591 shares of Vanguard Intermediate-Term Treasury ETF worth $35.3K as of Q2 2025.
  • Vanguard Intermediate-Term Treasury ETF was a new Financial Gravity Companies position in Q2 2025.
  • Vanguard Intermediate-Term Treasury ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #349 holding.
  • Financial Gravity Companies first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's Vanguard Intermediate-Term Treasury ETF position peaked at $41.3K in Q4 2024.
  • 818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.