SWMG LLC’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

SWMG LLC’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	-7,288	Closed	-$434K	–	138
2025 Q1	$434K	Buy	7,288 +3,368	+86%	+$197K	0.17%	82
2024 Q4	$227K	Buy	3,920 +271	+7%	+$15.9K	0.09%	108
2024 Q3	$213K	Buy	+3,649	New	+$218K	0.09%	115
2022 Q4	–	Sell	-11,177	Closed	-$652K	–	88
2022 Q3	$652K	Buy	+11,177	New	+$678K	0.43%	38
2022 Q1	$880K	Sell	13,993 -3,715	-21%	-$240K	0.48%	33
2021 Q4	$1.18M	Buy	17,708 +6,077	+52%	+$407K	0.63%	29
2021 Q3	$786K	Buy	11,631 +360	+3%	+$24.5K	0.46%	37
2021 Q2	$764K	Sell	11,271 -2,810	-20%	-$190K	0.45%	38
2021 Q1	$947K	Sell	14,081 -422	-3%	-$28.9K	0.65%	32
2020 Q4	$1M	Buy	+14,503	New	+$1.01M	0.73%	28

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

SWMG LLC's VGIT Position: Q2 2025 in Review

SWMG LLC sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2025, closing a stake of 7,288 shares — an estimated $434K sold.

SWMG LLC first reported a position in VGIT in Q4 2020 and held it in 10 quarters. The position peaked at $1.18M in Q4 2021. 819 funds tracked by Wall St. Rank hold VGIT as of Q2 2025.

SWMG LLC reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
SWMG LLC sold 7,288 Vanguard Intermediate-Term Treasury ETF shares in Q2 2025, an estimated $434K.
SWMG LLC first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and held it in 10 quarters.
SWMG LLC's Vanguard Intermediate-Term Treasury ETF position peaked at $1.18M in Q4 2021.
819 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2025.

Based on SWMG LLC's 13F filing for Q2 2025, filed 29 Jul 2025.