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

Gitterman 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
2025
Q3 		$84.1M Buy
1,401,122
+15,423
+1% +$921K 19.27% 1
2025
Q2 		$82.9M Buy
1,385,699
+15,343
+1% +$908K 19.31% 1
2025
Q1 		$81.4M Sell
1,370,356
-422,857
-24% -$24.7M 21.62% 1
2024
Q4 		$104M Buy
1,793,213
+10,168
+0.6% +$598K 43.45% 1
2024
Q3 		$108M Buy
1,783,045
+887,800
+99% +$53M 44.91% 1
2024
Q2 		$52.1M Sell
895,245
-3,643
-0.4% -$211K 20.09% 2
2024
Q1 		$52.6M Sell
898,888
-359,181
-29% -$21.1M 20.4% 2
2023
Q4 		$74.6M Buy
1,258,069
+18,717
+2% +$1.08M 33.24% 2
2023
Q3 		$70.8M Buy
1,239,352
+7,408
+0.6% +$429K 33.59% 2
2023
Q2 		$72.3M Buy
1,231,944
+24,748
+2% +$1.48M 33.69% 2
2023
Q1 		$72.4M Buy
1,207,196
+57,868
+5% +$3.43M 34.42% 2
2022
Q4 		$67.2M Buy
1,149,328
+178,674
+18% +$10.4M 33.67% 2
2022
Q3 		$56.6M Buy
970,654
+13,320
+1% +$807K 58.33% 1
2022
Q2 		$58.5M Buy
957,334
+11,405
+1% +$698K 54.72% 1
2022
Q1 		$59.5M Buy
945,929
+33,523
+4% +$2.17M 47.86% 1
2021
Q4 		$60.6M Buy
912,406
+18,376
+2% +$1.23M 44.98% 1
2021
Q3 		$60.4M Buy
894,030
+63,511
+8% +$4.33M 48.52% 1
2021
Q2 		$56.3M Buy
830,519
+156,027
+23% +$10.6M 45.6% 1
2021
Q1 		$45.3M Buy
+674,492
New +$46.1M 29.23% 1

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Gitterman Wealth Management's VGIT Position: Q3 2025 in Review

Gitterman Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.1% in Q3 2025, buying an estimated $921K and bringing the position to 1,401,122 shares worth $84.1M. The position accounts for 19.27% of the portfolio, ranked #1.

Gitterman Wealth Management first reported a position in VGIT in Q1 2021 and has held it in 19 quarters since. The position peaked at $108M in Q3 2024. 815 funds tracked by Wall St. Rank hold VGIT as of Q3 2025.

  • Gitterman Wealth Management held 1,401,122 shares of Vanguard Intermediate-Term Treasury ETF worth $84.1M as of Q3 2025.
  • Gitterman Wealth Management bought 15,423 Vanguard Intermediate-Term Treasury ETF shares in Q3 2025, an estimated $921K.
  • Vanguard Intermediate-Term Treasury ETF made up 19.27% of Gitterman Wealth Management's portfolio in Q3 2025, its #1 holding.
  • Gitterman Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2021 and has held it in 19 quarters since.
  • Gitterman Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $108M in Q3 2024.
  • 815 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.