SFM LLC’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

SFM LLC’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 Q2	–	Sell	-36,234	Closed	-$2.15M	–	62
2025 Q1	$2.15M	Sell	36,234 -6,640	-15%	-$388K	1.58%	16
2024 Q4	$2.49M	Sell	42,874 -2,944	-6%	-$173K	1.75%	14
2024 Q3	$2.77M	Sell	45,818 -3,248	-7%	-$194K	2.07%	11
2024 Q2	$2.86M	Sell	49,066 -3,244	-6%	-$188K	2.15%	10
2024 Q1	$3.06M	Sell	52,310 -3,183	-6%	-$187K	2.34%	8
2023 Q4	$3.29M	Buy	+55,493	New	+$3.2M	2.72%	8

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

SFM LLC's VGIT Position: Q2 2025 in Review

SFM LLC sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2025, closing a stake of 36,234 shares — an estimated $2.15M sold.

SFM LLC first reported a position in VGIT in Q4 2023 and held it in 6 quarters. The position peaked at $3.29M in Q4 2023. 818 funds tracked by Wall St. Rank hold VGIT as of Q2 2025.

SFM LLC reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
SFM LLC sold 36,234 Vanguard Intermediate-Term Treasury ETF shares in Q2 2025, an estimated $2.15M.
SFM LLC first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and held it in 6 quarters.
SFM LLC's Vanguard Intermediate-Term Treasury ETF position peaked at $3.29M in Q4 2023.
818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2025.

Based on SFM LLC's 13F filing for Q2 2025, filed 17 Jul 2025.