Orion Capital Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Orion Capital 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 Q1	–	Sell	-4	Closed	-$232	–	503
2024 Q4	$232	Buy	+4	New	+$235	﹤0.01%	473
2024 Q3	–	Sell	-4	Closed	-$233	–	409
2024 Q2	$233	Hold	4	–	–	﹤0.01%	435
2024 Q1	$234	Hold	4	–	–	﹤0.01%	502
2023 Q4	$237	Hold	4	–	–	﹤0.01%	508
2023 Q3	$229	Buy	+4	New	+$232	﹤0.01%	499

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Orion Capital Management's VGIT Position: Q1 2025 in Review

Orion Capital Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2025, closing a stake of 4 shares — an estimated $232 sold.

Orion Capital Management first reported a position in VGIT in Q3 2023 and held it in 5 quarters. The position peaked at $237 in Q4 2023. 808 funds tracked by Wall St. Rank hold VGIT as of Q1 2025.

Orion Capital Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Orion Capital Management sold 4 Vanguard Intermediate-Term Treasury ETF shares in Q1 2025, an estimated $232.
Orion Capital Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2023 and held it in 5 quarters.
Orion Capital Management's Vanguard Intermediate-Term Treasury ETF position peaked at $237 in Q4 2023.
808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2025.

Based on Orion Capital Management's 13F filing for Q1 2025, filed 14 May 2025.