SAG
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SageView Advisory Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

SageView Advisory Group’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
Q4 		$201K Buy
+3,361
New +$202K 0.01% 600
2025
Q2 		– Sell
-5,739
Closed -$341K – 642
2025
Q1 		$341K Buy
5,739
+561
+11% +$32.8K 0.01% 436
2024
Q4 		$300K Buy
5,178
+519
+11% +$30.5K 0.01% 466
2024
Q3 		$282K Buy
+4,659
New +$278K 0.01% 416
2024
Q2 		– Sell
-6,134
Closed -$355K – 455
2024
Q1 		$360K Buy
+6,134
New +$360K 0.02% 378
2023
Q4 		– Sell
-6,716
Closed -$387K – 262
2023
Q3 		$384K Sell
6,716
-2,324
-26% -$135K 0.02% 371
2023
Q2 		$530K Sell
9,040
-2,151
-19% -$128K 0.03% 341
2023
Q1 		$671K Sell
11,191
-9,450
-46% -$560K 0.04% 269
2022
Q4 		$1.21M Buy
+20,641
New +$1.21M 0.1% 135

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return