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Smallwood Wealth Investment Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Smallwood Wealth Investment 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
2025
Q3 		– Sell
-85
Closed -$5.08K – 589
2025
Q2 		$5.08K Buy
+85
New +$5.03K ﹤0.01% 354

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Smallwood Wealth Investment Management's VGIT Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2025, closing a stake of 85 shares — an estimated $5.08K sold.

Smallwood Wealth Investment Management first reported a position in VGIT in Q2 2025 and held it in 1 quarter. The position peaked at $5.08K in Q2 2025. 815 funds tracked by Wall St. Rank hold VGIT as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 85 Vanguard Intermediate-Term Treasury ETF shares in Q3 2025, an estimated $5.08K.
  • Smallwood Wealth Investment Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Vanguard Intermediate-Term Treasury ETF position peaked at $5.08K in Q2 2025.
  • 815 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.