ORG Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

ORG Partners’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 Q1	–	Sell	-5,800	Closed	-$336K	–	1602
2024 Q4	$336K	Sell	5,800 -338	-6%	-$19.9K	0.05%	245
2024 Q3	$371K	Sell	6,138 -71	-1%	-$4.24K	0.06%	205
2024 Q2	$359K	Buy	+6,209	New	+$359K	0.04%	297
2024 Q1	–	Sell	-7,688	Closed	-$456K	–	1078
2023 Q4	$456K	Buy	7,688 +3,477	+83%	+$200K	0.08%	187
2023 Q3	$241K	Sell	4,211 -438,571	-99%	-$25.4M	0.07%	256
2023 Q2	$25.8M	Buy	+442,782	New	+$26.4M	4.19%	2

Other funds holding VGIT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

ORG Partners's VGIT Position: Q1 2025 in Review

ORG Partners sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2025, closing a stake of 5,800 shares — an estimated $336K sold.

ORG Partners first reported a position in VGIT in Q2 2023 and held it in 6 quarters. The position peaked at $25.8M in Q2 2023. 808 funds tracked by Wall St. Rank hold VGIT as of Q1 2025.

ORG Partners reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 5,800 Vanguard Intermediate-Term Treasury ETF shares in Q1 2025, an estimated $336K.
ORG Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2023 and held it in 6 quarters.
ORG Partners's Vanguard Intermediate-Term Treasury ETF position peaked at $25.8M in Q2 2023.
808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.