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SW
SVB Wealth’s
Vanguard Intermediate-Term Treasury ETF
VGIT
Stock Holding History
SVB Wealth’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
Q2
–
Sell
-10,502
Closed
-$624K
–
1587
2025
Q1
$624K
Buy
+10,502
New
+$614K
0.03%
193
2023
Q2
–
Sell
-62,762
Closed
-$3.76M
–
1010
2023
Q1
$3.76M
Buy
62,762
+17,374
+38%
+$1.03M
0.05%
194
2022
Q4
$2.65M
Sell
45,388
-25,412
-36%
-$1.49M
0.04%
230
2022
Q3
$4.13M
Sell
70,800
-16,472
-19%
-$999K
0.06%
180
2022
Q2
$5.34M
Buy
87,272
+446
+0.5%
+$27.3K
0.08%
147
2022
Q1
$5.46M
Sell
86,826
-5,470
-6%
-$354K
0.07%
144
2021
Q4
$6.13M
Hold
92,296
–
–
0.1%
136
2021
Q3
$6.23M
Hold
92,296
–
–
0.08%
149
2021
Q2
$6.26M
Buy
92,296
+7,381
+9%
+$500K
0.08%
153
2021
Q1
$5.71M
Buy
84,915
+3,213
+4%
+$220K
0.08%
154
2020
Q4
$5.67M
Hold
81,702
–
–
0.08%
150
2020
Q3
$5.76M
Hold
81,702
–
–
0.1%
135
2020
Q2
$5.76M
Hold
81,702
–
–
0.11%
125
2020
Q1
$5.76M
Hold
81,702
–
–
0.14%
103
2019
Q4
$5.38M
Hold
81,702
–
–
0.1%
135
2019
Q3
$5.45M
Buy
+81,702
New
+$5.42M
0.11%
127
Other funds holding VGIT
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Empower Advisory Group
Greenwood Village, Colorado
$38.5B AUM
18.4%
1-Year Est. Return
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
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
BTI
Blue Trust Inc
Alpharetta, Georgia
$8.74B AUM
14.62%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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