IWP
VGIT icon

Icon Wealth Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Icon Wealth 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
2023
Q3 		$111K Hold
1,950
– – 0.01% 375
2023
Q2 		$114K Hold
1,950
– – 0.01% 384
2023
Q1 		$117K Buy
+1,950
New +$116K 0.01% 382

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Icon Wealth Partners's VGIT Position: Q3 2023 in Review

Icon Wealth Partners held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q3 2023 at 1,950 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #375.

Icon Wealth Partners first reported a position in VGIT in Q1 2023 and has held it in 3 quarters since. The position peaked at $117K in Q1 2023. 569 funds tracked by Wall St. Rank hold VGIT as of Q3 2023.

  • Icon Wealth Partners held 1,950 shares of Vanguard Intermediate-Term Treasury ETF worth $111K as of Q3 2023.
  • Icon Wealth Partners left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q3 2023.
  • Vanguard Intermediate-Term Treasury ETF made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #375 holding.
  • Icon Wealth Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2023 and has held it in 3 quarters since.
  • Icon Wealth Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $117K in Q1 2023.
  • 569 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.