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Mowery & Schoenfeld Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Mowery & Schoenfeld Wealth Management’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
Q2 		– Sell
-1,013
Closed -$60.2K – 461
2025
Q1 		$60.2K Buy
+1,013
New +$59.3K 0.12% 118

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
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's VGIT Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2025, closing a stake of 1,013 shares — an estimated $60.2K sold.

Mowery & Schoenfeld Wealth Management first reported a position in VGIT in Q1 2025 and held it in 1 quarter. The position peaked at $60.2K in Q1 2025. 818 funds tracked by Wall St. Rank hold VGIT as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 1,013 Vanguard Intermediate-Term Treasury ETF shares in Q2 2025, an estimated $60.2K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $60.2K in Q1 2025.
  • 818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.