Pathstone Family Office’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Pathstone Family Office’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
2023 Q3	$16.6M	Buy	+291,191	New	+$16.9M	0.13%	117

Other funds holding VGIT

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

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

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

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

SCM

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

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

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Pathstone Family Office's VGIT Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2023: 291,191 shares worth $16.6M. The stake represents 0.13% of the portfolio and ranks #117 among its holdings.

570 funds tracked by Wall St. Rank hold VGIT as of Q3 2023.

Pathstone Family Office held 291,191 shares of Vanguard Intermediate-Term Treasury ETF worth $16.6M as of Q3 2023.
Vanguard Intermediate-Term Treasury ETF was a new Pathstone Family Office position in Q3 2023.
Vanguard Intermediate-Term Treasury ETF made up 0.13% of Pathstone Family Office's portfolio in Q3 2023, its #117 holding.
570 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.