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Gilbert & Cook’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Gilbert & Cook’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 		– Sell
-7,550
Closed -$456K – 219
2024
Q3 		$456K Sell
7,550
-1,808
-19% -$108K 0.06% 143
2024
Q2 		$545K Sell
9,358
-1,549
-14% -$89.6K 0.08% 113
2024
Q1 		$639K Sell
10,907
-1,270
-10% -$74.5K 0.09% 113
2023
Q4 		$722K Sell
12,177
-91
-0.7% -$5.25K 0.1% 94
2023
Q3 		$701K Sell
12,268
-815
-6% -$47.3K 0.11% 86
2023
Q2 		$767K Sell
13,083
-1,621
-11% -$96.6K 0.12% 67
2023
Q1 		$882K Sell
14,704
-1,629
-10% -$96.5K 0.15% 51
2022
Q4 		$955K Sell
16,333
-575
-3% -$33.6K 0.17% 45
2022
Q3 		$974K Sell
16,908
-3,241
-16% -$196K 0.22% 45
2022
Q2 		$1.23M Sell
20,149
-1,423
-7% -$87.1K 0.22% 34
2022
Q1 		$1.36M Sell
21,572
-244
-1% -$15.8K 0.22% 35
2021
Q4 		$1.45M Buy
21,816
+262
+1% +$17.6K 0.23% 30
2021
Q3 		$1.46M Buy
21,554
+915
+4% +$62.4K 0.26% 28
2021
Q2 		$1.4M Sell
20,639
-1,369
-6% -$92.7K 0.25% 28
2021
Q1 		$1.48M Sell
22,008
-3,257
-13% -$223K 0.29% 28
2020
Q4 		$1.75M Sell
25,265
-3,419
-12% -$239K 0.38% 25
2020
Q3 		$2.02M Buy
28,684
+338
+1% +$23.8K 0.48% 20
2020
Q2 		$2M Buy
28,346
+8,328
+42% +$586K 0.5% 22
2020
Q1 		$1.41M Buy
20,018
+8,515
+74% +$577K 0.42% 26
2019
Q4 		$758K Sell
11,503
-746
-6% -$49.5K 0.19% 45
2019
Q3 		$817K Sell
12,249
-344
-3% -$22.8K 0.23% 40
2019
Q2 		$831K Sell
12,593
-1,626
-11% -$105K 0.24% 42
2019
Q1 		$917K Sell
14,219
-805
-5% -$51.2K 0.28% 38
2018
Q4 		$954K Sell
15,024
-3,046
-17% -$190K 0.34% 36
2018
Q3 		$1.12M Sell
18,070
-552
-3% -$34.5K 0.35% 39
2018
Q2 		$1.17M Sell
18,622
-957
-5% -$59.7K 0.39% 35
2018
Q1 		$1.23M Buy
19,579
+984
+5% +$61.9K 0.43% 34
2017
Q4 		$1.19M Sell
18,595
-406
-2% -$26.1K 0.41% 31
2017
Q3 		$1.23M Sell
19,001
-225
-1% -$14.6K 0.45% 29
2017
Q2 		$1.24M Buy
+19,226
New +$1.25M 0.44% 30

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Gilbert & Cook's VGIT Position: Q4 2024 in Review

Gilbert & Cook sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2024, closing a stake of 7,550 shares — an estimated $456K sold.

Gilbert & Cook first reported a position in VGIT in Q2 2017 and held it in 30 quarters. The position peaked at $2.02M in Q3 2020. 809 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

  • Gilbert & Cook reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Gilbert & Cook sold 7,550 Vanguard Intermediate-Term Treasury ETF shares in Q4 2024, an estimated $456K.
  • Gilbert & Cook first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2017 and held it in 30 quarters.
  • Gilbert & Cook's Vanguard Intermediate-Term Treasury ETF position peaked at $2.02M in Q3 2020.
  • 809 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

Based on Gilbert & Cook's 13F filing for Q4 2024, filed 23 Jan 2025.