McLean Asset Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

McLean Asset 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 Q3	–	Sell	-6,237	Closed	-$371K	–	174
2025 Q2	$371K	Sell	6,237 -28	-0.4%	-$1.66K	0.1%	105
2025 Q1	$372K	Sell	6,265 -3,107	-33%	-$182K	0.12%	87
2024 Q4	$544K	Buy	9,372 +3,747	+67%	+$220K	0.16%	72
2024 Q3	$335K	Sell	5,625 -176	-3%	-$10.5K	0.1%	101
2024 Q2	$339K	Sell	5,801 -1,798	-24%	-$104K	0.11%	94
2024 Q1	$441K	Buy	7,599 +3,379	+80%	+$198K	0.15%	80
2023 Q4	$249K	Buy	4,220 +221	+6%	+$12.7K	0.09%	122
2023 Q3	$228K	Sell	3,999 -3,085	-44%	-$179K	0.09%	118
2023 Q2	$416K	Sell	7,084 -18	-0.3%	-$1.07K	0.16%	77
2023 Q1	$426K	Buy	7,102 +167	+2%	+$9.89K	0.18%	70
2022 Q4	$406K	Buy	+6,935	New	+$405K	0.14%	79

Other funds holding VGIT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

McLean Asset Management's VGIT Position: Q3 2025 in Review

McLean Asset Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2025, closing a stake of 6,237 shares — an estimated $371K sold.

McLean Asset Management first reported a position in VGIT in Q4 2022 and held it in 11 quarters. The position peaked at $544K in Q4 2024. 815 funds tracked by Wall St. Rank hold VGIT as of Q3 2025.

McLean Asset Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
McLean Asset Management sold 6,237 Vanguard Intermediate-Term Treasury ETF shares in Q3 2025, an estimated $371K.
McLean Asset Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and held it in 11 quarters.
McLean Asset Management's Vanguard Intermediate-Term Treasury ETF position peaked at $544K in Q4 2024.
815 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2025.

Based on McLean Asset Management's 13F filing for Q3 2025, filed 7 Oct 2025.