Moors & Cabot’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Moors & Cabot’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	–	Sell	-7,572	Closed	-$439K	–	928
2024 Q4	$439K	Sell	7,572 -64	-0.8%	-$3.76K	0.02%	533
2024 Q3	$461K	Sell	7,636 -214	-3%	-$12.8K	0.02%	515
2024 Q2	$457K	Buy	7,850 +326	+4%	+$18.8K	0.02%	504
2024 Q1	$441K	Buy	+7,524	New	+$441K	0.02%	538

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

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

ERSOT

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

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

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Moors & Cabot's VGIT Position: Q1 2025 in Review

Moors & Cabot sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2025, closing a stake of 7,572 shares — an estimated $439K sold.

Moors & Cabot first reported a position in VGIT in Q1 2024 and held it in 4 quarters. The position peaked at $461K in Q3 2024. 808 funds tracked by Wall St. Rank hold VGIT as of Q1 2025.

Moors & Cabot reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Moors & Cabot sold 7,572 Vanguard Intermediate-Term Treasury ETF shares in Q1 2025, an estimated $439K.
Moors & Cabot first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2024 and held it in 4 quarters.
Moors & Cabot's Vanguard Intermediate-Term Treasury ETF position peaked at $461K in Q3 2024.
808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2025.

Based on Moors & Cabot's 13F filing for Q1 2025, filed 8 May 2025.