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MWM
Marietta Wealth Management’s
Vanguard Intermediate-Term Treasury ETF
VGIT
Stock Holding History
Marietta Wealth Management’s Portfolio
VGIT Stock Details
VGIT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$8.16M
Buy
137,007
+4,825
+4%
+$289K
0.97%
40
2025
Q4
$7.92M
Buy
132,182
+6,735
+5%
+$405K
0.92%
40
2025
Q3
$7.53M
Buy
125,447
+9,890
+9%
+$591K
0.92%
40
2025
Q2
$6.91M
Buy
115,557
+1,564
+1%
+$92.6K
0.9%
40
2025
Q1
$6.77M
Buy
113,993
+9,306
+9%
+$544K
0.99%
42
2024
Q4
$6.07M
Buy
104,687
+7,908
+8%
+$465K
0.87%
42
2024
Q3
$5.85M
Sell
96,779
-1,393
-1%
-$83.1K
0.85%
53
2024
Q2
$5.72M
Buy
98,172
+4,263
+5%
+$246K
0.89%
49
2024
Q1
$5.5M
Buy
93,909
+19,034
+25%
+$1.12M
0.91%
50
2023
Q4
$4.44M
Buy
74,875
+11,138
+17%
+$642K
0.79%
57
2023
Q3
$3.64M
Buy
63,737
+7,965
+14%
+$462K
0.72%
66
2023
Q2
$3.27M
Buy
55,772
+6,757
+14%
+$403K
0.62%
71
2023
Q1
$2.94M
Buy
49,015
+3,880
+9%
+$230K
0.62%
70
2022
Q4
$2.64M
Buy
+45,135
New
+$2.64M
0.6%
70
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
Empower Advisory Group
Greenwood Village, Colorado
$38.5B AUM
18.4%
1-Year Est. Return
ERSOT
Employees Retirement System of Texas
Austin, Texas
$11.4B AUM
21.6%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
SCM
SCS Capital Management
Boston, Massachusetts
$9.44B AUM
18.1%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
NL
NEPC LLC
Boston, Massachusetts
$5.02B AUM
7.87%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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