Howard Bailey Securities’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Howard Bailey Securities’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	-86,514	Closed	-$5.14M	–	172
2025 Q1	$5.14M	Buy	86,514 +6,851	+9%	+$401K	1.71%	17
2024 Q4	$4.62M	Buy	79,663 +3,402	+4%	+$200K	1.72%	19
2024 Q3	$4.61M	Buy	+76,261	New	+$4.55M	1.75%	18

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

Howard Bailey Securities's VGIT Position: Q2 2025 in Review

Howard Bailey Securities sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2025, closing a stake of 86,514 shares — an estimated $5.14M sold.

Howard Bailey Securities first reported a position in VGIT in Q3 2024 and held it in 3 quarters. The position peaked at $5.14M in Q1 2025. 819 funds tracked by Wall St. Rank hold VGIT as of Q2 2025.

Howard Bailey Securities reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
Howard Bailey Securities sold 86,514 Vanguard Intermediate-Term Treasury ETF shares in Q2 2025, an estimated $5.14M.
Howard Bailey Securities first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2024 and held it in 3 quarters.
Howard Bailey Securities's Vanguard Intermediate-Term Treasury ETF position peaked at $5.14M in Q1 2025.
819 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2025.

Based on Howard Bailey Securities's 13F filing for Q2 2025, filed 7 Aug 2025.