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Royal Fund Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Royal Fund 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
2017
Q4 		– Sell
-24
Closed -$1K – 701
2017
Q3 		$1K Buy
+24
New +$1.56K ﹤0.01% 440

Other funds holding VGIT

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CONA
Capital One National Association New York $756M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Fund Management's VGIT Position: Q4 2017 in Review

Royal Fund Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2017, closing a stake of 24 shares — an estimated $1K sold.

Royal Fund Management first reported a position in VGIT in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 122 funds tracked by Wall St. Rank hold VGIT as of Q4 2017.

  • Royal Fund Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2017 after selling out during the quarter.
  • Royal Fund Management sold 24 Vanguard Intermediate-Term Treasury ETF shares in Q4 2017, an estimated $1K.
  • Royal Fund Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2017 and held it in 1 quarter.
  • Royal Fund Management's Vanguard Intermediate-Term Treasury ETF position peaked at $1K in Q3 2017.
  • 122 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2017.

Based on Royal Fund Management's 13F filing for Q4 2017, filed 7 May 2020.