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Mader & Shannon Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Mader & Shannon 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
2022
Q2 		– Sell
-214,218
Closed -$13.5M – 25
2022
Q1 		$13.5M Sell
214,218
-2,551
-1% -$165K 7.31% 3
2021
Q4 		$14.4M Buy
216,769
+842
+0.4% +$56.4K 7.97% 3
2021
Q3 		$14.6M Sell
215,927
-3,556
-2% -$242K 9.32% 3
2021
Q2 		$14.9M Buy
219,483
+581
+0.3% +$39.3K 7.67% 3
2021
Q1 		$14.7M Buy
218,902
+15,659
+8% +$1.07M 8.61% 3
2020
Q4 		$14.1M Sell
203,243
-51,162
-20% -$3.58M 9.35% 3
2020
Q3 		$17.9M Buy
254,405
+598
+0.2% +$42.2K 14.02% 3
2020
Q2 		$17.9M Buy
253,807
+9,925
+4% +$699K 14.58% 3
2020
Q1 		$17.2M Sell
243,882
-3,115
-1% -$211K 15.22% 4
2019
Q4 		$16.3M Buy
246,997
+6,881
+3% +$456K 13.11% 4
2019
Q3 		$16M Sell
240,116
-2,930
-1% -$195K 12.68% 4
2019
Q2 		$16M Sell
243,046
-6,177
-2% -$400K 13.63% 5
2019
Q1 		$16.1M Sell
249,223
-105,911
-30% -$6.74M 14.41% 4
2018
Q4 		$23.7M Buy
+355,134
New +$22.1M 19.35% 2

Other funds holding VGIT

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mader & Shannon Wealth Management's VGIT Position: Q2 2022 in Review

Mader & Shannon Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2022, closing a stake of 214,218 shares — an estimated $13.5M sold.

Mader & Shannon Wealth Management first reported a position in VGIT in Q4 2018 and held it in 14 quarters. The position peaked at $23.7M in Q4 2018. 418 funds tracked by Wall St. Rank hold VGIT as of Q2 2022.

  • Mader & Shannon Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 214,218 Vanguard Intermediate-Term Treasury ETF shares in Q2 2022, an estimated $13.5M.
  • Mader & Shannon Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2018 and held it in 14 quarters.
  • Mader & Shannon Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $23.7M in Q4 2018.
  • 418 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2022.

Based on Mader & Shannon Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.