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Lowe Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Lowe Wealth 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
2025
Q3 		$42.5K Hold
708
– – 0.02% 156
2025
Q2 		$42.3K Sell
708
-34
-5% -$2.01K 0.02% 155
2025
Q1 		$44.1K Hold
742
– – 0.02% 145
2024
Q4 		$43K Buy
+742
New +$43.6K 0.02% 142

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Lowe Wealth Advisors's VGIT Position: Q3 2025 in Review

Lowe Wealth Advisors held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q3 2025 at 708 shares worth $42.5K. The position accounts for 0.02% of the portfolio, ranked #156.

Lowe Wealth Advisors first reported a position in VGIT in Q4 2024 and has held it in 4 quarters since. The position peaked at $44.1K in Q1 2025. 815 funds tracked by Wall St. Rank hold VGIT as of Q3 2025.

  • Lowe Wealth Advisors held 708 shares of Vanguard Intermediate-Term Treasury ETF worth $42.5K as of Q3 2025.
  • Lowe Wealth Advisors left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q3 2025.
  • Vanguard Intermediate-Term Treasury ETF made up 0.02% of Lowe Wealth Advisors's portfolio in Q3 2025, its #156 holding.
  • Lowe Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 4 quarters since.
  • Lowe Wealth Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $44.1K in Q1 2025.
  • 815 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.