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Michael A Dubis Financial Planning’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Michael A Dubis Financial Planning’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
Q1 		$13.3M Buy
224,500
+8,941
+4% +$523K 12.94% 3
2024
Q4 		$12.5M Buy
+215,559
New +$12.7M 12.09% 3

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Michael A Dubis Financial Planning's VGIT Position: Q1 2025 in Review

Michael A Dubis Financial Planning increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 4.1% in Q1 2025, buying an estimated $523K and bringing the position to 224,500 shares worth $13.3M. The position accounts for 12.94% of the portfolio, ranked #3.

Michael A Dubis Financial Planning first reported a position in VGIT in Q4 2024 and has held it in 2 quarters since. 808 funds tracked by Wall St. Rank hold VGIT as of Q1 2025.

  • Michael A Dubis Financial Planning held 224,500 shares of Vanguard Intermediate-Term Treasury ETF worth $13.3M as of Q1 2025.
  • Michael A Dubis Financial Planning bought 8,941 Vanguard Intermediate-Term Treasury ETF shares in Q1 2025, an estimated $523K.
  • Vanguard Intermediate-Term Treasury ETF made up 12.94% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #3 holding.
  • Michael A Dubis Financial Planning first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 2 quarters since.
  • 808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.