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	–	1585
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 $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BTI

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

SVB Wealth's VGIT Position: Q2 2025 in Review

SVB Wealth sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2025, closing a stake of 10,502 shares — an estimated $624K sold.

SVB Wealth first reported a position in VGIT in Q3 2019 and held it in 16 quarters. The position peaked at $6.26M in Q2 2021. 819 funds tracked by Wall St. Rank hold VGIT as of Q2 2025.

SVB Wealth reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 10,502 Vanguard Intermediate-Term Treasury ETF shares in Q2 2025, an estimated $624K.
SVB Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2019 and held it in 16 quarters.
SVB Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $6.26M in Q2 2021.
819 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.