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Lord & Richards Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Lord & Richards Wealth 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
2025
Q2 		– Sell
-2,246
Closed -$133K – 161
2025
Q1 		$133K Buy
+2,246
New +$131K 0.15% 74

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

Lord & Richards Wealth Management's VGIT Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2025, closing a stake of 2,246 shares — an estimated $133K sold.

Lord & Richards Wealth Management first reported a position in VGIT in Q1 2025 and held it in 1 quarter. The position peaked at $133K in Q1 2025. 818 funds tracked by Wall St. Rank hold VGIT as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 2,246 Vanguard Intermediate-Term Treasury ETF shares in Q2 2025, an estimated $133K.
  • Lord & Richards Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $133K in Q1 2025.
  • 818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.