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Morningstar Investment Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Morningstar Investment Services’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 		$15.5M Sell
261,544
-104,090
-28% -$6.09M 2.85% 5
2024
Q4 		$21.2M Sell
365,634
-1,766,434
-83% -$104M 1.93% 7
2024
Q3 		$129M Buy
2,132,068
+94,971
+5% +$5.67M 1.32% 18
2024
Q2 		$119M Sell
2,037,097
-18,569
-0.9% -$1.07M 1.29% 19
2024
Q1 		$121M Sell
2,055,666
-1,978,730
-49% -$116M 1.33% 19
2023
Q4 		$240M Buy
4,034,396
+1,913,658
+90% +$110M 1.35% 19
2023
Q3 		$121M Sell
2,120,738
-107,279
-5% -$6.22M 1.55% 13
2023
Q2 		$131M Sell
2,228,017
-36,261
-2% -$2.16M 1.68% 12
2023
Q1 		$135M Buy
2,264,278
+13,943
+0.6% +$826K 1.81% 9
2022
Q4 		$133M Sell
2,250,335
-45,929
-2% -$2.68M 1.81% 12
2022
Q3 		$134M Sell
2,296,264
-322,236
-12% -$19.5M 1.89% 11
2022
Q2 		$159M Sell
2,618,500
-94,582
-3% -$5.79M 2.13% 9
2022
Q1 		$170M Buy
2,713,082
+118,602
+5% +$7.67M 1.89% 11
2021
Q4 		$172M Buy
2,594,480
+345,179
+15% +$23.1M 1.92% 11
2021
Q3 		$152M Buy
2,249,301
+374,480
+20% +$25.5M 1.79% 14
2021
Q2 		$127M Buy
1,874,821
+80,012
+4% +$5.42M 1.52% 18
2021
Q1 		$121M Buy
1,794,809
+345,345
+24% +$23.6M 1.58% 17
2020
Q4 		$101M Buy
1,449,464
+87,293
+6% +$6.1M 1.4% 20
2020
Q3 		$96.1M Buy
1,362,171
+95,600
+8% +$6.74M 1.49% 18
2020
Q2 		$89.5M Buy
1,266,571
+385,024
+44% +$27.1M 1.47% 20
2020
Q1 		$62.1M Buy
881,547
+33,778
+4% +$2.29M 1.13% 26
2019
Q4 		$55.9M Buy
847,769
+19,242
+2% +$1.28M 0.88% 31
2019
Q3 		$55.2M Buy
828,527
+9,617
+1% +$639K 0.94% 32
2019
Q2 		$54M Buy
818,910
+18,877
+2% +$1.22M 0.89% 31
2019
Q1 		$51.6M Buy
800,033
+2,173
+0.3% +$138K 0.89% 34
2018
Q4 		$50.6M Sell
797,860
-7,988
-1% -$497K 0.99% 32
2018
Q3 		$50M Buy
805,848
+13,648
+2% +$852K 0.9% 37
2018
Q2 		$49.6M Buy
792,200
+90,211
+13% +$5.63M 0.93% 33
2018
Q1 		$44.2M Buy
701,989
+136,630
+24% +$8.6M 0.86% 40
2017
Q4 		$36.1M Buy
565,359
+88,638
+19% +$5.7M 0.73% 53
2017
Q3 		$30.8M Buy
476,721
+70,477
+17% +$4.57M 0.67% 55
2017
Q2 		$26.3M Buy
+406,244
New +$26.3M 0.61% 65

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Morningstar Investment Services's VGIT Position: Q1 2025 in Review

Morningstar Investment Services reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 28% in Q1 2025, selling an estimated $6.09M and leaving 261,544 shares worth $15.5M. The position accounts for 2.85% of the portfolio, ranked #5.

Morningstar Investment Services first reported a position in VGIT in Q2 2017 and has held it in 32 quarters since. The position peaked at $240M in Q4 2023. 808 funds tracked by Wall St. Rank hold VGIT as of Q1 2025.

  • Morningstar Investment Services held 261,544 shares of Vanguard Intermediate-Term Treasury ETF worth $15.5M as of Q1 2025.
  • Morningstar Investment Services sold 104,090 Vanguard Intermediate-Term Treasury ETF shares in Q1 2025, an estimated $6.09M.
  • Vanguard Intermediate-Term Treasury ETF made up 2.85% of Morningstar Investment Services's portfolio in Q1 2025, its #5 holding.
  • Morningstar Investment Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2017 and has held it in 32 quarters since.
  • Morningstar Investment Services's Vanguard Intermediate-Term Treasury ETF position peaked at $240M in Q4 2023.
  • 808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.