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Strategic Asset Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Strategic Asset 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
2022
Q3 		$66K Sell
1,138
-240
-17% -$14.5K 0.11% 129
2022
Q2 		$84K Buy
1,378
+506
+58% +$31K 0.13% 107
2022
Q1 		$55K Buy
872
+181
+26% +$11.7K 0.08% 151
2021
Q4 		$46K Sell
691
-1,025
-60% -$68.7K 0.06% 168
2021
Q3 		$116K Buy
+1,716
New +$117K 0.16% 86

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Morgan Stanley
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

Strategic Asset Management's VGIT Position: Q3 2022 in Review

Strategic Asset Management reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 17% in Q3 2022, selling an estimated $14.5K and leaving 1,138 shares worth $66K. The position accounts for 0.11% of the portfolio, ranked #129.

Strategic Asset Management first reported a position in VGIT in Q3 2021 and has held it in 5 quarters since. The position peaked at $116K in Q3 2021. 439 funds tracked by Wall St. Rank hold VGIT as of Q3 2022.

  • Strategic Asset Management held 1,138 shares of Vanguard Intermediate-Term Treasury ETF worth $66K as of Q3 2022.
  • Strategic Asset Management sold 240 Vanguard Intermediate-Term Treasury ETF shares in Q3 2022, an estimated $14.5K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.11% of Strategic Asset Management's portfolio in Q3 2022, its #129 holding.
  • Strategic Asset Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's Vanguard Intermediate-Term Treasury ETF position peaked at $116K in Q3 2021.
  • 439 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.