Spearhead Capital Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Spearhead Capital 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
2022 Q3	–	Sell	-23,841	Closed	-$1.46M	–	165
2022 Q2	$1.46M	Sell	23,841 -3,040	-11%	-$186K	0.22%	61
2022 Q1	$1.69M	Buy	26,881 +1,377	+5%	+$89.1K	0.21%	59
2021 Q4	$1.7M	Buy	25,504 +3,549	+16%	+$238K	0.2%	62
2021 Q3	$1.48M	Buy	21,955 +4,672	+27%	+$319K	0.2%	57
2021 Q2	$1.17M	Buy	17,283 +1,858	+12%	+$126K	0.16%	62
2021 Q1	$1.04M	Buy	15,425 +2,897	+23%	+$198K	0.15%	61
2020 Q4	$870K	Buy	12,528 +3,835	+44%	+$268K	0.14%	65
2020 Q3	$613K	Sell	8,693 -14	-0.2%	-$988	0.12%	74
2020 Q2	$614K	Buy	8,707 +2,794	+47%	+$197K	0.13%	68
2020 Q1	$417K	Sell	5,913 -967	-14%	-$65.6K	0.12%	78
2019 Q4	$453K	Buy	6,880 +296	+4%	+$19.6K	0.11%	72
2019 Q3	$439K	Buy	6,584 +1,291	+24%	+$85.7K	0.12%	69
2019 Q2	$349K	Buy	5,293 +923	+21%	+$59.8K	0.1%	69
2019 Q1	$282K	Buy	+4,370	New	+$278K	0.09%	70
2018 Q3	–	Sell	-6,985	Closed	-$438K	–	71
2018 Q2	$438K	Buy	6,985 +206	+3%	+$12.9K	0.16%	63
2018 Q1	$427K	Buy	6,779 +3,478	+105%	+$219K	0.17%	61
2017 Q4	$211K	Buy	+3,301	New	+$212K	0.1%	62

Other funds holding VGIT

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BTI

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

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

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Spearhead Capital Advisors's VGIT Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2022, closing a stake of 23,841 shares — an estimated $1.46M sold.

Spearhead Capital Advisors first reported a position in VGIT in Q4 2017 and held it in 17 quarters. The position peaked at $1.7M in Q4 2021. 439 funds tracked by Wall St. Rank hold VGIT as of Q3 2022.

Spearhead Capital Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
Spearhead Capital Advisors sold 23,841 Vanguard Intermediate-Term Treasury ETF shares in Q3 2022, an estimated $1.46M.
Spearhead Capital Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2017 and held it in 17 quarters.
Spearhead Capital Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $1.7M in Q4 2021.
439 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.