Moody National Bank Trust Division’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Moody National Bank Trust Division’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 Q3	–	Sell	-4,616	Closed	-$269K	–	488
2024 Q2	$269K	Hold	4,616	–	–	0.02%	394
2024 Q1	$270K	Hold	4,616	–	–	0.02%	405
2023 Q4	$274K	Hold	4,616	–	–	0.02%	419
2023 Q3	$264K	Hold	4,616	–	–	0.02%	529
2023 Q2	$271K	Hold	4,616	–	–	0.02%	539
2023 Q1	$277K	Hold	4,616	–	–	0.02%	525
2022 Q4	$270K	Buy	+4,616	New	+$270K	0.02%	509

Other funds holding VGIT

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

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

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Moody National Bank Trust Division's VGIT Position: Q3 2024 in Review

Moody National Bank Trust Division sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2024, closing a stake of 4,616 shares — an estimated $269K sold.

Moody National Bank Trust Division first reported a position in VGIT in Q4 2022 and held it in 7 quarters. The position peaked at $277K in Q1 2023. 710 funds tracked by Wall St. Rank hold VGIT as of Q3 2024.

Moody National Bank Trust Division reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
Moody National Bank Trust Division sold 4,616 Vanguard Intermediate-Term Treasury ETF shares in Q3 2024, an estimated $269K.
Moody National Bank Trust Division first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and held it in 7 quarters.
Moody National Bank Trust Division's Vanguard Intermediate-Term Treasury ETF position peaked at $277K in Q1 2023.
710 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2024.

Based on Moody National Bank Trust Division's 13F filing for Q3 2024, filed 3 Oct 2024.