Jacobson & Schmitt Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Jacobson & Schmitt 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
2024 Q4	–	Sell	-27,197	Closed	-$1.64M	–	80
2024 Q3	$1.64M	Buy	27,197 +65	+0.2%	+$3.88K	0.34%	42
2024 Q2	$1.58M	Buy	27,132 +42	+0.2%	+$2.43K	0.36%	40
2024 Q1	$1.59M	Buy	27,090 +9	+0%	+$528	0.38%	40
2023 Q4	$1.61M	Buy	+27,081	New	+$1.56M	0.41%	40

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Jacobson & Schmitt Advisors's VGIT Position: Q4 2024 in Review

Jacobson & Schmitt Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2024, closing a stake of 27,197 shares — an estimated $1.64M sold.

Jacobson & Schmitt Advisors first reported a position in VGIT in Q4 2023 and held it in 4 quarters. The position peaked at $1.64M in Q3 2024. 808 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

Jacobson & Schmitt Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Jacobson & Schmitt Advisors sold 27,197 Vanguard Intermediate-Term Treasury ETF shares in Q4 2024, an estimated $1.64M.
Jacobson & Schmitt Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and held it in 4 quarters.
Jacobson & Schmitt Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $1.64M in Q3 2024.
808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

Based on Jacobson & Schmitt Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.