Sharkey, Howes & Javer’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Sharkey, Howes & Javer’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 Q3	–	Sell	-3,371	Closed	-$202K	–	167
2025 Q2	$202K	Sell	3,371 -1,571	-32%	-$93K	0.03%	153
2025 Q1	$294K	Sell	4,942 -147	-3%	-$8.6K	0.04%	127
2024 Q4	$295K	Buy	5,089 +509	+11%	+$29.9K	0.04%	131
2024 Q3	$277K	Buy	4,580 +23	+0.5%	+$1.37K	0.04%	127
2024 Q2	$265K	Sell	4,557 -243	-5%	-$14K	0.04%	104
2024 Q1	$281K	Buy	4,800 +411	+9%	+$24.1K	0.05%	106
2023 Q4	$260K	Sell	4,389 -6,218	-59%	-$358K	0.05%	100
2023 Q3	$606K	Sell	10,607 -34,824	-77%	-$2.02M	0.12%	73
2023 Q2	$2.66M	Buy	+45,431	New	+$2.71M	0.5%	30
2022 Q4	–	Sell	-38,706	Closed	-$2.26M	–	112
2022 Q3	$2.26M	Buy	+38,706	New	+$2.35M	0.49%	36

Other funds holding VGIT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Sharkey, Howes & Javer's VGIT Position: Q3 2025 in Review

Sharkey, Howes & Javer sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2025, closing a stake of 3,371 shares — an estimated $202K sold.

Sharkey, Howes & Javer first reported a position in VGIT in Q3 2022 and held it in 10 quarters. The position peaked at $2.66M in Q2 2023. 815 funds tracked by Wall St. Rank hold VGIT as of Q3 2025.

Sharkey, Howes & Javer reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Sharkey, Howes & Javer sold 3,371 Vanguard Intermediate-Term Treasury ETF shares in Q3 2025, an estimated $202K.
Sharkey, Howes & Javer first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2022 and held it in 10 quarters.
Sharkey, Howes & Javer's Vanguard Intermediate-Term Treasury ETF position peaked at $2.66M in Q2 2023.
815 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2025.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2025, filed 10 Oct 2025.