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Haverford Trust Company’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Haverford Trust Company’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
-3,500
Closed -$211K – 405
2024
Q3 		$211K Buy
+3,500
New +$209K ﹤0.01% 398

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Morgan Stanley
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
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Haverford Trust Company's VGIT Position: Q4 2024 in Review

Haverford Trust Company sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2024, closing a stake of 3,500 shares — an estimated $211K sold.

Haverford Trust Company first reported a position in VGIT in Q3 2024 and held it in 1 quarter. The position peaked at $211K in Q3 2024. 808 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

  • Haverford Trust Company reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Haverford Trust Company sold 3,500 Vanguard Intermediate-Term Treasury ETF shares in Q4 2024, an estimated $211K.
  • Haverford Trust Company first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • Haverford Trust Company's Vanguard Intermediate-Term Treasury ETF position peaked at $211K in Q3 2024.
  • 808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

Based on Haverford Trust Company's 13F filing for Q4 2024, filed 11 Feb 2025.