Tiedemann Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Tiedemann Advisors’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
2023 Q3	$1.13M	Buy	19,713 +6,243	+46%	+$362K	0.05%	111
2023 Q2	$790K	Sell	13,470 -3,978	-23%	-$237K	0.03%	132
2023 Q1	$1.05M	Buy	+17,448	New	+$1.03M	0.05%	109
2018 Q4	–	Sell	-155	Closed	-$2.14M	–	442
2018 Q3	$2.14M	Buy	+155	New	+$9.68K	0.13%	105
2018 Q2	–	Sell	-155,147	Closed	-$2.15M	–	306
2018 Q1	$2.15M	Buy	+155,147	New	+$9.76M	0.15%	88

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Tiedemann Advisors's VGIT Position: Q3 2023 in Review

Tiedemann Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 46% in Q3 2023, buying an estimated $362K and bringing the position to 19,713 shares worth $1.13M. The position accounts for 0.05% of the portfolio, ranked #111.

Tiedemann Advisors first reported a position in VGIT in Q1 2018 and has held it in 5 quarters since. The position peaked at $2.15M in Q1 2018. 569 funds tracked by Wall St. Rank hold VGIT as of Q3 2023.

Tiedemann Advisors held 19,713 shares of Vanguard Intermediate-Term Treasury ETF worth $1.13M as of Q3 2023.
Tiedemann Advisors bought 6,243 Vanguard Intermediate-Term Treasury ETF shares in Q3 2023, an estimated $362K.
Vanguard Intermediate-Term Treasury ETF made up 0.05% of Tiedemann Advisors's portfolio in Q3 2023, its #111 holding.
Tiedemann Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2018 and has held it in 5 quarters since.
Tiedemann Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $2.15M in Q1 2018.
569 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.