Mill Creek Capital Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Mill Creek Capital Advisors’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
2023 Q4	–	Sell	-4,202	Closed	-$240K	–	244
2023 Q3	$240K	Sell	4,202 -11,264	-73%	-$653K	0.01%	198
2023 Q2	$907K	Sell	15,466 -67,277	-81%	-$4.01M	0.03%	104
2023 Q1	$4.96M	Sell	82,743 -71,443	-46%	-$4.23M	0.18%	40
2022 Q4	$9.02M	Buy	+154,186	New	+$9.01M	0.37%	26

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Mill Creek Capital Advisors's VGIT Position: Q4 2023 in Review

Mill Creek Capital Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2023, closing a stake of 4,202 shares — an estimated $240K sold.

Mill Creek Capital Advisors first reported a position in VGIT in Q4 2022 and held it in 4 quarters. The position peaked at $9.02M in Q4 2022. 659 funds tracked by Wall St. Rank hold VGIT as of Q4 2023.

Mill Creek Capital Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Mill Creek Capital Advisors sold 4,202 Vanguard Intermediate-Term Treasury ETF shares in Q4 2023, an estimated $240K.
Mill Creek Capital Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and held it in 4 quarters.
Mill Creek Capital Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $9.02M in Q4 2022.
659 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2023.

Based on Mill Creek Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.