Kathleen S. Wright Associates’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Kathleen S. Wright Associates’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 Q3	$120K	Hold	2,000	–	–	0.04%	121
2025 Q2	$120K	Hold	2,000	–	–	0.05%	119
2025 Q1	$119K	Hold	2,000	–	–	0.05%	120
2024 Q4	$116K	Sell	2,000 -180	-8%	-$10.6K	0.05%	121
2024 Q3	$132K	Hold	2,180	–	–	0.05%	119
2024 Q2	$127K	Hold	2,180	–	–	0.06%	117
2024 Q1	$128K	Hold	2,180	–	–	0.06%	113
2023 Q4	$129K	Buy	+2,180	New	+$126K	0.07%	105

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Kathleen S. Wright Associates's VGIT Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q3 2025 at 2,000 shares worth $120K. The position accounts for 0.04% of the portfolio, ranked #121.

Kathleen S. Wright Associates first reported a position in VGIT in Q4 2023 and has held it in 8 quarters since. The position peaked at $132K in Q3 2024. 815 funds tracked by Wall St. Rank hold VGIT as of Q3 2025.

Kathleen S. Wright Associates held 2,000 shares of Vanguard Intermediate-Term Treasury ETF worth $120K as of Q3 2025.
Kathleen S. Wright Associates left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q3 2025.
Vanguard Intermediate-Term Treasury ETF made up 0.04% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #121 holding.
Kathleen S. Wright Associates first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 8 quarters since.
Kathleen S. Wright Associates's Vanguard Intermediate-Term Treasury ETF position peaked at $132K in Q3 2024.
815 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.