Institutional & Family Asset Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Institutional & Family Asset 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 Q2	$69.6K	Hold	1,196	–	–	0.01%	211
2024 Q1	$70K	Hold	1,196	–	–	0.01%	211
2023 Q4	$70.9K	Hold	1,196	–	–	0.01%	211
2023 Q3	$68.4K	Hold	1,196	–	–	0.01%	204
2023 Q2	$70.2K	Hold	1,196	–	–	0.01%	207
2023 Q1	$71.7K	Hold	1,196	–	–	0.01%	196
2022 Q4	$69.9K	Hold	1,196	–	–	0.01%	198
2022 Q3	$70K	Hold	1,196	–	–	0.01%	198
2022 Q2	$73K	Hold	1,196	–	–	0.01%	195
2022 Q1	$75K	Hold	1,196	–	–	0.01%	222
2021 Q4	$79K	Hold	1,196	–	–	0.01%	225
2021 Q3	$81K	Hold	1,196	–	–	0.01%	264
2021 Q2	$81K	Hold	1,196	–	–	0.01%	271
2021 Q1	$80K	Hold	1,196	–	–	0.02%	295
2020 Q4	$83K	Buy	1,196 +638	+114%	+$44.6K	0.02%	267
2020 Q3	$39K	Hold	558	–	–	0.01%	316
2020 Q2	$39K	Buy	558 +312	+127%	+$22K	0.01%	326
2020 Q1	$17K	Hold	246	–	–	﹤0.01%	391
2019 Q4	$16K	Hold	246	–	–	﹤0.01%	448
2019 Q3	$16K	Hold	246	–	–	﹤0.01%	426
2019 Q2	$16K	Buy	246 +40	+19%	+$2.59K	﹤0.01%	445
2019 Q1	$13K	Hold	206	–	–	﹤0.01%	469
2018 Q4	$13K	Hold	206	–	–	﹤0.01%	440
2018 Q3	$13K	Sell	206 -138	-40%	-$8.62K	﹤0.01%	498
2018 Q2	$22K	Sell	344 -5	-1%	-$312	﹤0.01%	430
2018 Q1	$22K	Buy	+349	New	+$22K	﹤0.01%	407

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Institutional & Family Asset Management's VGIT Position: Q2 2024 in Review

Institutional & Family Asset Management held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q2 2024 at 1,196 shares worth $69.6K. The position accounts for 0.01% of the portfolio, ranked #211.

Institutional & Family Asset Management first reported a position in VGIT in Q1 2018 and has held it in 26 quarters since. The position peaked at $83K in Q4 2020. 677 funds tracked by Wall St. Rank hold VGIT as of Q2 2024.

Institutional & Family Asset Management held 1,196 shares of Vanguard Intermediate-Term Treasury ETF worth $69.6K as of Q2 2024.
Institutional & Family Asset Management left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q2 2024.
Vanguard Intermediate-Term Treasury ETF made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #211 holding.
Institutional & Family Asset Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Vanguard Intermediate-Term Treasury ETF position peaked at $83K in Q4 2020.
677 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.