Oliver Lagore Vanvalin Investment Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$54.2K	Buy	+912	New	+$54K	0.02%	246
2024 Q4	$58.3K	Sell	1,005 -190	-16%	-$11.2K	0.01%	233
2024 Q3	$72.2K	Sell	1,195 -435	-27%	-$26K	0.02%	210
2024 Q2	$94.9K	Buy	1,630 +129	+9%	+$7.46K	0.03%	172
2024 Q1	$87.9K	Sell	1,501 -966	-39%	-$56.7K	0.03%	187
2023 Q4	$146K	Sell	2,467 -3,758	-60%	-$217K	0.05%	125
2023 Q3	$356K	Sell	6,225 -11,230	-64%	-$651K	0.14%	96
2023 Q2	$1.02M	Buy	17,455 +17,449	+290,817%	+$1.04M	0.37%	42
2023 Q1	$360	Buy	+6	New	+$355	﹤0.01%	659

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

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's VGIT Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2025: 912 shares worth $54.2K. The stake represents 0.02% of the portfolio and ranks #246 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in VGIT as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in VGIT in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.02M in Q2 2023. 818 funds tracked by Wall St. Rank hold VGIT as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 912 shares of Vanguard Intermediate-Term Treasury ETF worth $54.2K as of Q2 2025.
Vanguard Intermediate-Term Treasury ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Vanguard Intermediate-Term Treasury ETF made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #246 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2023 and has held it in 9 quarters since.
Oliver Lagore Vanvalin Investment Group's Vanguard Intermediate-Term Treasury ETF position peaked at $1.02M in Q2 2023.
818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.