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Ronald Blue & Co’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Ronald Blue & 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
2017
Q2 		$180M Buy
2,783,695
+731,741
+36% +$47.4M 5.8% 7
2017
Q1 		$132M Buy
2,051,954
+1,013,594
+98% +$65M 4.59% 8
2016
Q4 		$66.4M Buy
+1,038,360
New +$67.6M 2.55% 9

Other funds holding VGIT

CONA
Capital One National Association New York $756M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Ronald Blue & Co's VGIT Position: Q2 2017 in Review

Ronald Blue & Co increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 36% in Q2 2017, buying an estimated $47.4M and bringing the position to 2,783,695 shares worth $180M. The position accounts for 5.8% of the portfolio, ranked #7.

Ronald Blue & Co first reported a position in VGIT in Q4 2016 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold VGIT as of Q2 2017.

  • Ronald Blue & Co held 2,783,695 shares of Vanguard Intermediate-Term Treasury ETF worth $180M as of Q2 2017.
  • Ronald Blue & Co bought 731,741 Vanguard Intermediate-Term Treasury ETF shares in Q2 2017, an estimated $47.4M.
  • Vanguard Intermediate-Term Treasury ETF made up 5.8% of Ronald Blue & Co's portfolio in Q2 2017, its #7 holding.
  • Ronald Blue & Co first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2016 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.