Money Design’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Money Design’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 Q3	–	Sell	-311,091	Closed	-$18.2M	–	84
2023 Q2	$18.2M	Sell	311,091 -619,064	-67%	-$36.9M	1.08%	29
2023 Q1	$55.8M	Buy	930,155 +95,022	+11%	+$5.63M	3.29%	9
2022 Q4	$48.8M	Buy	835,133 +475,877	+132%	+$27.8M	3.06%	9
2022 Q3	$20.9M	Buy	359,256 +349,480	+3,575%	+$21.2M	1.48%	24
2022 Q2	$598K	Sell	9,776 -45,600	-82%	-$2.79M	0.04%	78
2022 Q1	$3.48M	Buy	55,376 +2,691	+5%	+$174K	0.24%	67
2021 Q4	$3.5M	Buy	52,685 +3,893	+8%	+$261K	0.24%	66
2021 Q3	$3.3M	Sell	48,792 -3,363	-6%	-$229K	0.27%	45
2021 Q2	$3.54M	Buy	52,155 +6,131	+13%	+$415K	0.37%	39
2021 Q1	$3.09M	Sell	46,024 -1,530	-3%	-$105K	0.36%	38
2020 Q4	$3.3M	Sell	47,554 -2,915	-6%	-$204K	0.38%	37
2020 Q3	$3.56M	Buy	50,469 +3,119	+7%	+$220K	0.43%	40
2020 Q2	$3.34M	Buy	47,350 +28,763	+155%	+$2.02M	0.48%	41
2020 Q1	$1.31M	Sell	18,587 -4,263	-19%	-$289K	0.23%	40
2019 Q4	$1.51M	Buy	22,850 +2,435	+12%	+$161K	0.27%	39
2019 Q3	$1.36M	Buy	20,415 +1,840	+10%	+$122K	0.29%	36
2019 Q2	$1.23M	Buy	18,575 +1,634	+10%	+$106K	0.29%	38
2019 Q1	$1.09M	Buy	16,941 +16,761	+9,312%	+$1.07M	0.29%	42
2018 Q4	$11K	Buy	+180	New	+$11.2K	﹤0.01%	42

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BSW

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

Money Design's VGIT Position: Q3 2023 in Review

Money Design sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2023, closing a stake of 311,091 shares — an estimated $18.2M sold.

Money Design first reported a position in VGIT in Q4 2018 and held it in 19 quarters. The position peaked at $55.8M in Q1 2023. 570 funds tracked by Wall St. Rank hold VGIT as of Q3 2023.

Money Design reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
Money Design sold 311,091 Vanguard Intermediate-Term Treasury ETF shares in Q3 2023, an estimated $18.2M.
Money Design first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2018 and held it in 19 quarters.
Money Design's Vanguard Intermediate-Term Treasury ETF position peaked at $55.8M in Q1 2023.
570 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2023.

Based on Money Design's 13F filing for Q3 2023, filed 30 Oct 2023.