FMC
VGIT icon

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

Financial Management Concepts’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
2021
Q1 		– Sell
-44,054
Closed -$3.06M – 27
2020
Q4 		$3.06M Buy
+44,054
New +$3.08M 2.96% 12

Other funds holding VGIT

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Management Concepts's VGIT Position: Q1 2021 in Review

Financial Management Concepts sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2021, closing a stake of 44,054 shares — an estimated $3.06M sold.

Financial Management Concepts first reported a position in VGIT in Q4 2020 and held it in 1 quarter. The position peaked at $3.06M in Q4 2020. 350 funds tracked by Wall St. Rank hold VGIT as of Q1 2021.

  • Financial Management Concepts reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Financial Management Concepts sold 44,054 Vanguard Intermediate-Term Treasury ETF shares in Q1 2021, an estimated $3.06M.
  • Financial Management Concepts first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and held it in 1 quarter.
  • Financial Management Concepts's Vanguard Intermediate-Term Treasury ETF position peaked at $3.06M in Q4 2020.
  • 350 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2021.

Based on Financial Management Concepts's 13F filing for Q1 2021, filed 1 Jun 2021.