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Next Financial Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Next Financial Group’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
2021
Q4 		$2.16M Buy
32,558
+7,499
+30% +$503K 0.14% 157
2021
Q3 		$1.69M Buy
25,059
+5,164
+26% +$352K 0.13% 171
2021
Q2 		$1.35M Buy
19,895
+15,630
+366% +$1.06M 0.11% 207
2021
Q1 		$287K Sell
4,265
-11,867
-74% -$812K 0.03% 638
2020
Q4 		$1.12M Buy
16,132
+3,934
+32% +$275K 0.11% 194
2020
Q3 		$860K Buy
12,198
+8,743
+253% +$617K 0.09% 221
2020
Q2 		$244K Buy
3,455
+185
+6% +$13K 0.03% 470
2020
Q1 		$231K Sell
3,270
-7
-0.2% -$475 0.03% 491
2019
Q4 		$216K Buy
3,277
+77
+2% +$5.11K 0.02% 680
2019
Q3 		$213K Buy
3,200
+211
+7% +$14K 0.02% 647
2019
Q2 		$197K Buy
+2,989
New +$194K 0.02% 671
2019
Q1 		– Sell
-3,154
Closed -$200K – 2117
2018
Q4 		$200K Buy
+3,154
New +$196K 0.04% 390
2017
Q4 		– Sell
-647
Closed -$42K – 1376
2017
Q3 		$42K Sell
647
-356
-35% -$23.1K 0.01% 752
2017
Q2 		$65K Buy
1,003
+356
+55% +$23.1K 0.02% 696
2017
Q1 		$42K Sell
647
-1,867
-74% -$120K 0.01% 788
2016
Q4 		$161K Sell
2,514
-250
-9% -$16.3K 0.03% 537
2016
Q3 		$185K Buy
2,764
+1,817
+192% +$121K 0.03% 489
2016
Q2 		$63K Hold
947
– – 0.02% 596
2016
Q1 		$62K Buy
947
+300
+46% +$19.7K 0.02% 556
2015
Q4 		$41K Hold
647
– – 0.02% 677
2015
Q3 		$42K Buy
+647
New +$41.9K 0.02% 685
2014
Q4 		– Sell
-549
Closed -$35K – 2366
2014
Q3 		$35K Buy
+549
New +$35K 0.01% 1136

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Next Financial Group's VGIT Position: Q4 2021 in Review

Next Financial Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 30% in Q4 2021, buying an estimated $503K and bringing the position to 32,558 shares worth $2.16M. The position accounts for 0.14% of the portfolio, ranked #157.

Next Financial Group first reported a position in VGIT in Q3 2014 and has held it in 22 quarters since. 406 funds tracked by Wall St. Rank hold VGIT as of Q4 2021.

  • Next Financial Group held 32,558 shares of Vanguard Intermediate-Term Treasury ETF worth $2.16M as of Q4 2021.
  • Next Financial Group bought 7,499 Vanguard Intermediate-Term Treasury ETF shares in Q4 2021, an estimated $503K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.14% of Next Financial Group's portfolio in Q4 2021, its #157 holding.
  • Next Financial Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2014 and has held it in 22 quarters since.
  • 406 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.