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Mosaic Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Mosaic 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
2024
Q4 		– Sell
-116,137
Closed -$7.02M – 21
2024
Q3 		$7.02M Buy
116,137
+887
+0.8% +$52.9K 5.37% 4
2024
Q2 		$6.71M Buy
115,250
+3,940
+4% +$228K 5.42% 4
2024
Q1 		$6.52M Buy
111,310
+5,466
+5% +$321K 5.32% 4
2023
Q4 		$6.28M Buy
+105,844
New +$6.1M 3.73% 5

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Mosaic Advisors's VGIT Position: Q4 2024 in Review

Mosaic Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2024, closing a stake of 116,137 shares — an estimated $7.02M sold.

Mosaic Advisors first reported a position in VGIT in Q4 2023 and held it in 4 quarters. The position peaked at $7.02M in Q3 2024. 808 funds tracked by Wall St. Rank hold VGIT as of Q4 2024.

  • Mosaic Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Mosaic Advisors sold 116,137 Vanguard Intermediate-Term Treasury ETF shares in Q4 2024, an estimated $7.02M.
  • Mosaic Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • Mosaic Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $7.02M in Q3 2024.
  • 808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2024.

Based on Mosaic Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.