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Global Assets Advisory’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Global Assets Advisory’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
2026
Q1 		$315K Hold
5,290
– – 0.09% 167
2025
Q4 		$317K Hold
5,290
– – 0.09% 210
2025
Q3 		$318K Hold
5,290
– – 0.09% 201
2025
Q2 		$315K Sell
5,290
-10,580
-67% -$626K 0.12% 155
2025
Q1 		$940K Buy
15,870
+10,580
+200% +$619K 0.18% 115
2024
Q4 		$307K Buy
+5,290
New +$311K 0.17% 119
2024
Q2 		– Sell
-15,903
Closed -$274K – 495
2024
Q1 		$274K Buy
+15,903
New +$933K 0.01% 415

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return