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

Gray 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
2024 Q4	$529K	Buy	9,123 +2,223	+32%	+$131K	0.2%	68
2024 Q3	$417K	Buy	6,900 +514	+8%	+$30.7K	0.16%	77
2024 Q2	$372K	Buy	6,386 +1,874	+42%	+$108K	0.16%	80
2024 Q1	$264K	Sell	4,512 -848	-16%	-$49.8K	0.12%	106
2023 Q4	$318K	Buy	5,360 +300	+6%	+$17.3K	0.15%	86
2023 Q3	$289K	Hold	5,060	–	–	0.15%	89
2023 Q2	$297K	Buy	5,060 +850	+20%	+$50.7K	0.15%	91
2023 Q1	$252K	Buy	+4,210	New	+$249K	0.14%	101
2021 Q4	–	Sell	-3,083	Closed	-$208K	–	133
2021 Q3	$208K	Sell	3,083 -285	-8%	-$19.4K	0.12%	115
2021 Q2	$228K	Sell	3,368 -142	-4%	-$9.61K	0.13%	104
2021 Q1	$236K	Hold	3,510	–	–	0.15%	98
2020 Q4	$245K	Buy	+3,510	New	+$245K	0.17%	85

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Gray Wealth Management's VGIT Position: Q4 2024 in Review

Gray Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 32% in Q4 2024, buying an estimated $131K and bringing the position to 9,123 shares worth $529K. The position accounts for 0.2% of the portfolio, ranked #68.

Gray Wealth Management first reported a position in VGIT in Q4 2020 and has held it in 12 quarters since. 808 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

Gray Wealth Management held 9,123 shares of Vanguard Intermediate-Term Treasury ETF worth $529K as of Q4 2024.
Gray Wealth Management bought 2,223 Vanguard Intermediate-Term Treasury ETF shares in Q4 2024, an estimated $131K.
Vanguard Intermediate-Term Treasury ETF made up 0.2% of Gray Wealth Management's portfolio in Q4 2024, its #68 holding.
Gray Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and has held it in 12 quarters since.
808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.