Golden State Equity Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Golden State Equity Partners’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	–	Sell	-34,077	Closed	-$2.02M	–	479
2025 Q1	$2.02M	Sell	34,077 -8,063	-19%	-$472K	0.4%	59
2024 Q4	$2.44M	Buy	42,140 +4,550	+12%	+$267K	0.47%	48
2024 Q3	$2.27M	Buy	37,590 +1,225	+3%	+$73.1K	0.35%	62
2024 Q2	$2.12M	Buy	+36,365	New	+$2.1M	0.44%	45
2023 Q4	$2.15M	Buy	36,226 +26,584	+276%	+$1.53M	0.52%	43
2023 Q3	$551K	Hold	9,642	–	–	0.15%	155
2023 Q2	$566K	Buy	9,642 +288	+3%	+$17.2K	0.16%	162
2023 Q1	$561K	Buy	+9,354	New	+$554K	0.3%	87

Other funds holding VGIT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Golden State Equity Partners's VGIT Position: Q2 2025 in Review

Golden State Equity Partners sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2025, closing a stake of 34,077 shares — an estimated $2.02M sold.

Golden State Equity Partners first reported a position in VGIT in Q1 2023 and held it in 8 quarters. The position peaked at $2.44M in Q4 2024. 819 funds tracked by Wall St. Rank hold VGIT as of Q2 2025.

Golden State Equity Partners reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
Golden State Equity Partners sold 34,077 Vanguard Intermediate-Term Treasury ETF shares in Q2 2025, an estimated $2.02M.
Golden State Equity Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2023 and held it in 8 quarters.
Golden State Equity Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $2.44M in Q4 2024.
819 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2025.

Based on Golden State Equity Partners's 13F filing for Q2 2025, filed 14 Jul 2025.