Quantitative Advantage’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Quantitative Advantage’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 Q1	$991K	Buy	16,520 +1,312	+9%	+$77.7K	0.14%	86
2022 Q4	$889K	Sell	15,208 -1,136	-7%	-$66.4K	0.14%	85
2022 Q3	$953K	Sell	16,344 -222	-1%	-$13.5K	0.17%	79
2022 Q2	$1.01M	Sell	16,566 -376	-2%	-$23K	0.18%	66
2022 Q1	$1.07M	Buy	16,942 +953	+6%	+$61.6K	0.16%	65
2021 Q4	$1.06M	Buy	15,989 +3,464	+28%	+$232K	0.16%	59
2021 Q3	$846K	Buy	12,525 +1,030	+9%	+$70.2K	0.14%	59
2021 Q2	$779K	Buy	11,495 +72	+0.6%	+$4.87K	0.13%	56
2021 Q1	$768K	Sell	11,423 -919	-7%	-$62.8K	0.15%	55
2020 Q4	$857K	Sell	12,342 -761	-6%	-$53.2K	0.18%	59
2020 Q3	$923K	Buy	13,103 +121	+0.9%	+$8.54K	0.23%	58
2020 Q2	$916K	Sell	12,982 -50,561	-80%	-$3.56M	0.25%	55
2020 Q1	$4.48M	Buy	+63,543	New	+$4.31M	1.37%	21
2013 Q4	–	Sell	-71,165	Closed	-$4.53M	–	48
2013 Q3	$4.53M	Buy	+71,165	New	+$4.51M	1.1%	26

Other funds holding VGIT

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Quantitative Advantage's VGIT Position: Q1 2023 in Review

Quantitative Advantage increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 8.6% in Q1 2023, buying an estimated $77.7K and bringing the position to 16,520 shares worth $991K. The position accounts for 0.14% of the portfolio, ranked #86.

Quantitative Advantage first reported a position in VGIT in Q3 2013 and has held it in 14 quarters since. The position peaked at $4.53M in Q3 2013. 509 funds tracked by Wall St. Rank hold VGIT as of Q1 2023.

Quantitative Advantage held 16,520 shares of Vanguard Intermediate-Term Treasury ETF worth $991K as of Q1 2023.
Quantitative Advantage bought 1,312 Vanguard Intermediate-Term Treasury ETF shares in Q1 2023, an estimated $77.7K.
Vanguard Intermediate-Term Treasury ETF made up 0.14% of Quantitative Advantage's portfolio in Q1 2023, its #86 holding.
Quantitative Advantage first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2013 and has held it in 14 quarters since.
Quantitative Advantage's Vanguard Intermediate-Term Treasury ETF position peaked at $4.53M in Q3 2013.
509 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2023.

Based on Quantitative Advantage's 13F filing for Q1 2023, filed 12 May 2023.