Personal Capital Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Personal Capital Advisors’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
2022 Q4	$647M	Buy	+11,066,438	New	+$647M	3.14%	6
2021 Q4	–	Sell	-3,245	Closed	-$219K	–	565
2021 Q3	$219K	Sell	3,245 -312	-9%	-$21.3K	﹤0.01%	470
2021 Q2	$241K	Buy	3,557 +11	+0.3%	+$744	﹤0.01%	446
2021 Q1	$238K	Buy	3,546 +271	+8%	+$18.5K	﹤0.01%	433
2020 Q4	$227K	Buy	3,275 +82	+3%	+$5.74K	﹤0.01%	429
2020 Q3	$225K	Buy	3,193 +63	+2%	+$4.44K	﹤0.01%	379
2020 Q2	$221K	Buy	3,130 +20	+0.6%	+$1.41K	﹤0.01%	335
2020 Q1	$219K	Buy	+3,110	New	+$211K	﹤0.01%	322

Other funds holding VGIT

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

Libra Wealth Los Gatos, California $391M AUM 18.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RWP

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BSW

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Personal Capital Advisors's VGIT Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2022: 11,066,438 shares worth $647M. The stake represents 3.14% of the portfolio and ranks #6 among its holdings. This is a return to the name: Personal Capital Advisors previously reported a position in VGIT as recently as Q3 2021.

Personal Capital Advisors first reported a position in VGIT in Q1 2020 and has held it in 8 quarters since. 494 funds tracked by Wall St. Rank hold VGIT as of Q4 2022.

Personal Capital Advisors held 11,066,438 shares of Vanguard Intermediate-Term Treasury ETF worth $647M as of Q4 2022.
Vanguard Intermediate-Term Treasury ETF was a new Personal Capital Advisors position in Q4 2022.
Vanguard Intermediate-Term Treasury ETF made up 3.14% of Personal Capital Advisors's portfolio in Q4 2022, its #6 holding.
Personal Capital Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2020 and has held it in 8 quarters since.
494 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.