Phillips Financial Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Phillips Financial 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 Q3	–	Sell	-43	Closed	-$2.57K	–	313
2025 Q2	$2.57K	Hold	43	–	–	﹤0.01%	272
2025 Q1	$2.55K	Hold	43	–	–	﹤0.01%	256
2024 Q4	$2.49K	Hold	43	–	–	﹤0.01%	255
2024 Q3	$2.6K	Hold	43	–	–	﹤0.01%	268
2024 Q2	$2.5K	Hold	43	–	–	﹤0.01%	261
2024 Q1	$2.52K	Hold	43	–	–	﹤0.01%	256
2023 Q4	$2.55K	Buy	+43	New	+$2.48K	﹤0.01%	243

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BTI

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

Phillips Financial Management's VGIT Position: Q3 2025 in Review

Phillips Financial Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2025, closing a stake of 43 shares — an estimated $2.57K sold.

Phillips Financial Management first reported a position in VGIT in Q4 2023 and held it in 7 quarters. The position peaked at $2.6K in Q3 2024. 815 funds tracked by Wall St. Rank hold VGIT as of Q3 2025.

Phillips Financial Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Phillips Financial Management sold 43 Vanguard Intermediate-Term Treasury ETF shares in Q3 2025, an estimated $2.57K.
Phillips Financial Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and held it in 7 quarters.
Phillips Financial Management's Vanguard Intermediate-Term Treasury ETF position peaked at $2.6K in Q3 2024.
815 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2025.

Based on Phillips Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.