Nicolet Advisory Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Nicolet Advisory 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 Q4	$4.47M	Buy	74,685 +3,598	+5%	+$216K	0.3%	50
2025 Q3	$4.26M	Buy	71,087 +8,309	+13%	+$496K	0.33%	47
2025 Q2	$3.75M	Buy	62,778 +21,379	+52%	+$1.27M	0.32%	47
2025 Q1	$2.44M	Buy	41,399 +240	+0.6%	+$14K	0.24%	52
2024 Q4	$2.37M	Sell	41,159 -21,873	-35%	-$1.29M	0.22%	57
2024 Q3	$3.79M	Buy	63,032 +2,851	+5%	+$170K	0.36%	44
2024 Q2	$3.52M	Sell	60,181 -145	-0.2%	-$8.38K	0.34%	44
2024 Q1	$3.5M	Sell	60,326 -4,540	-7%	-$266K	0.36%	42
2023 Q4	$3.82M	Buy	64,866 +49,906	+334%	+$2.88M	0.41%	37
2023 Q3	$848K	Sell	14,960 -18,350	-55%	-$1.06M	0.09%	111
2023 Q2	$1.93M	Sell	33,310 -2,879	-8%	-$172K	0.21%	60
2023 Q1	$2.19M	Buy	36,189 +6,521	+22%	+$386K	0.25%	52
2022 Q4	$1.77M	Buy	+29,668	New	+$1.73M	0.23%	50

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nicolet Advisory Services's VGIT Position: Q4 2025 in Review

Nicolet Advisory Services increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 5.1% in Q4 2025, buying an estimated $216K and bringing the position to 74,685 shares worth $4.47M. The position accounts for 0.3% of the portfolio, ranked #50.

Nicolet Advisory Services first reported a position in VGIT in Q4 2022 and has held it in 13 quarters since. 920 funds tracked by Wall St. Rank hold VGIT as of Q4 2025.

Nicolet Advisory Services held 74,685 shares of Vanguard Intermediate-Term Treasury ETF worth $4.47M as of Q4 2025.
Nicolet Advisory Services bought 3,598 Vanguard Intermediate-Term Treasury ETF shares in Q4 2025, an estimated $216K.
Vanguard Intermediate-Term Treasury ETF made up 0.3% of Nicolet Advisory Services's portfolio in Q4 2025, its #50 holding.
Nicolet Advisory Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 13 quarters since.
920 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.