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

SVA Wealth 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
2020
Q4 		$246K Hold
3,549
– – 0.02% 213
2020
Q3 		$250K Buy
+3,549
New +$250K 0.02% 185

Other funds holding VGIT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SVA Wealth Management's VGIT Position: Q4 2020 in Review

SVA Wealth Management held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q4 2020 at 3,549 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #213.

SVA Wealth Management first reported a position in VGIT in Q3 2020 and has held it in 2 quarters since. The position peaked at $250K in Q3 2020. 341 funds tracked by Wall St. Rank hold VGIT as of Q4 2020.

  • SVA Wealth Management held 3,549 shares of Vanguard Intermediate-Term Treasury ETF worth $246K as of Q4 2020.
  • SVA Wealth Management left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q4 2020.
  • Vanguard Intermediate-Term Treasury ETF made up 0.02% of SVA Wealth Management's portfolio in Q4 2020, its #213 holding.
  • SVA Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2020 and has held it in 2 quarters since.
  • SVA Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $250K in Q3 2020.
  • 341 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.