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Orion Portfolio Solutions’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Orion Portfolio Solutions’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 		$2.8M Buy
47,200
+2,195
+5% +$128K 0.03% 559
2024
Q4 		$2.61M Buy
45,005
+8,530
+23% +$501K 0.03% 568
2024
Q3 		$2.2M Buy
36,475
+3,452
+10% +$206K 0.02% 642
2024
Q2 		$1.92M Sell
33,023
-373
-1% -$21.6K 0.02% 654
2024
Q1 		$1.96M Sell
33,396
-6,098
-15% -$358K 0.02% 668
2023
Q4 		$2.33M Buy
39,494
+13,597
+53% +$784K 0.03% 557
2023
Q3 		$1.48M Buy
25,897
+5,225
+25% +$303K 0.02% 740
2023
Q2 		$1.21M Buy
20,672
+8,136
+65% +$485K 0.01% 870
2023
Q1 		$752K Buy
12,536
+2,129
+20% +$126K 0.01% 992
2022
Q4 		$609K Sell
10,407
-53
-0.5% -$3.1K 0.02% 441
2022
Q3 		$610K Buy
10,460
+1,896
+22% +$115K 0.02% 365
2022
Q2 		$524K Sell
8,564
-3,639
-30% -$223K 0.02% 385
2022
Q1 		$768K Buy
12,203
+1,601
+15% +$104K 0.03% 315
2021
Q4 		$705K Buy
10,602
+1,393
+15% +$93.4K 0.02% 346
2021
Q3 		$622K Buy
+9,209
New +$628K 0.02% 343
2020
Q3 		– Sell
-150
Closed -$11K – 1984
2020
Q2 		$11K Sell
150
-3
-2% -$211 ﹤0.01% 1187
2020
Q1 		$11K Buy
+153
New +$10.4K ﹤0.01% 1044

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Orion Portfolio Solutions's VGIT Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 4.9% in Q1 2025, buying an estimated $128K and bringing the position to 47,200 shares worth $2.8M. The position accounts for 0.03% of the portfolio, ranked #559.

Orion Portfolio Solutions first reported a position in VGIT in Q1 2020 and has held it in 17 quarters since. 808 funds tracked by Wall St. Rank hold VGIT as of Q1 2025.

  • Orion Portfolio Solutions held 47,200 shares of Vanguard Intermediate-Term Treasury ETF worth $2.8M as of Q1 2025.
  • Orion Portfolio Solutions bought 2,195 Vanguard Intermediate-Term Treasury ETF shares in Q1 2025, an estimated $128K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #559 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2020 and has held it in 17 quarters since.
  • 808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2025.

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