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Journey Strategic Wealth’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Journey Strategic Wealth’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
-4,842
Closed -$288K – 693
2025
Q1 		$288K Sell
4,842
-13,598
-74% -$795K 0.01% 346
2024
Q4 		$1.07M Sell
18,440
-9,924
-35% -$583K 0.04% 118
2024
Q3 		$1.71M Buy
+28,364
New +$1.69M 0.06% 83

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

Journey Strategic Wealth's VGIT Position: Q2 2025 in Review

Journey Strategic Wealth sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2025, closing a stake of 4,842 shares — an estimated $288K sold.

Journey Strategic Wealth first reported a position in VGIT in Q3 2024 and held it in 3 quarters. The position peaked at $1.71M in Q3 2024. 818 funds tracked by Wall St. Rank hold VGIT as of Q2 2025.

  • Journey Strategic Wealth reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 4,842 Vanguard Intermediate-Term Treasury ETF shares in Q2 2025, an estimated $288K.
  • Journey Strategic Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2024 and held it in 3 quarters.
  • Journey Strategic Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $1.71M in Q3 2024.
  • 818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2025.

Based on Journey Strategic Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.