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Heritage Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Heritage Wealth Advisors’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
-12
Closed -$713 – 591
2025
Q1 		$713 Buy
+12
New +$702 ﹤0.01% 540

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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 $9.54B AUM 19.86% 1-Year Est. Return

Heritage Wealth Advisors's VGIT Position: Q2 2025 in Review

Heritage Wealth Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2025, closing a stake of 12 shares — an estimated $713 sold.

Heritage Wealth Advisors first reported a position in VGIT in Q1 2025 and held it in 1 quarter. The position peaked at $713 in Q1 2025. 818 funds tracked by Wall St. Rank hold VGIT as of Q2 2025.

  • Heritage Wealth Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 12 Vanguard Intermediate-Term Treasury ETF shares in Q2 2025, an estimated $713.
  • Heritage Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Heritage Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $713 in Q1 2025.
  • 818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2025.

Based on Heritage Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.