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Merriman Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Merriman 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
2024
Q4 		$2.69M Buy
46,354
+9,326
+25% +$548K 0.11% 57
2024
Q3 		$2.24M Buy
37,028
+8,617
+30% +$514K 0.09% 74
2024
Q2 		$1.65M Buy
28,411
+11,480
+68% +$664K 0.07% 77
2024
Q1 		$991K Buy
16,931
+1,975
+13% +$116K 0.04% 94
2023
Q4 		$887K Buy
14,956
+1,114
+8% +$64.2K 0.04% 98
2023
Q3 		$791K Sell
13,842
-7,400
-35% -$429K 0.04% 96
2023
Q2 		$1.25M Buy
21,242
+8,387
+65% +$500K 0.06% 89
2023
Q1 		$771K Sell
12,855
-4,636
-27% -$275K 0.04% 109
2022
Q4 		$1.02M Buy
17,491
+104
+0.6% +$6.08K 0.05% 93
2022
Q3 		$1.01M Buy
17,387
+5,253
+43% +$318K 0.07% 62
2022
Q2 		$742K Buy
12,134
+7,148
+143% +$438K 0.05% 81
2022
Q1 		$314K Buy
+4,986
New +$323K 0.03% 158
2021
Q4 		– Sell
-5,950
Closed -$402K – 230
2021
Q3 		$402K Sell
5,950
-334
-5% -$22.8K 0.03% 150
2021
Q2 		$426K Sell
6,284
-1,378
-18% -$93.3K 0.04% 166
2021
Q1 		$515K Buy
7,662
+2,129
+38% +$146K 0.06% 130
2020
Q4 		$385K Buy
+5,533
New +$387K 0.04% 157

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Merriman Wealth Management's VGIT Position: Q4 2024 in Review

Merriman Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 25% in Q4 2024, buying an estimated $548K and bringing the position to 46,354 shares worth $2.69M. The position accounts for 0.11% of the portfolio, ranked #57.

Merriman Wealth Management first reported a position in VGIT in Q4 2020 and has held it in 16 quarters since. 809 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

  • Merriman Wealth Management held 46,354 shares of Vanguard Intermediate-Term Treasury ETF worth $2.69M as of Q4 2024.
  • Merriman Wealth Management bought 9,326 Vanguard Intermediate-Term Treasury ETF shares in Q4 2024, an estimated $548K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.11% of Merriman Wealth Management's portfolio in Q4 2024, its #57 holding.
  • Merriman Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and has held it in 16 quarters since.
  • 809 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.