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Romano Brothers & Co’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Romano Brothers & Co’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 		– Sell
-115
Closed -$6.72K – 953
2022
Q4 		$6.72K Buy
+115
New +$6.72K ﹤0.01% 789

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
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
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

Romano Brothers & Co's VGIT Position: Q1 2023 in Review

Romano Brothers & Co sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2023, closing a stake of 115 shares — an estimated $6.72K sold.

Romano Brothers & Co first reported a position in VGIT in Q4 2022 and held it in 1 quarter. The position peaked at $6.72K in Q4 2022. 509 funds tracked by Wall St. Rank hold VGIT as of Q1 2023.

  • Romano Brothers & Co reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 115 Vanguard Intermediate-Term Treasury ETF shares in Q1 2023, an estimated $6.72K.
  • Romano Brothers & Co first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Vanguard Intermediate-Term Treasury ETF position peaked at $6.72K in Q4 2022.
  • 509 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.