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Sheaff Brock Investment Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Sheaff Brock Investment Advisors’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
Q1 		$643K Hold
10,832
– – 0.06% 228
2024
Q4 		$628K Buy
+10,832
New +$637K 0.05% 229

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Sheaff Brock Investment Advisors's VGIT Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q1 2025 at 10,832 shares worth $643K. The position accounts for 0.06% of the portfolio, ranked #228.

Sheaff Brock Investment Advisors first reported a position in VGIT in Q4 2024 and has held it in 2 quarters since. 808 funds tracked by Wall St. Rank hold VGIT as of Q1 2025.

  • Sheaff Brock Investment Advisors held 10,832 shares of Vanguard Intermediate-Term Treasury ETF worth $643K as of Q1 2025.
  • Sheaff Brock Investment Advisors left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q1 2025.
  • Vanguard Intermediate-Term Treasury ETF made up 0.06% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #228 holding.
  • Sheaff Brock Investment Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 2 quarters since.
  • 808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.