Titan Managers’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Titan Managers’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	–	Sell	-156,652	Closed	-$9.19M	–	8
2023 Q2	$9.19M	Buy	+156,652	New	+$9.34M	10%	7
2022 Q2	–	Sell	-138,725	Closed	-$8.73M	–	11
2022 Q1	$8.73M	Buy	138,725 +3,112	+2%	+$201K	8.77%	7
2021 Q4	$9.01M	Buy	135,613 +40,407	+42%	+$2.71M	8.07%	8
2021 Q3	$6.43M	Buy	+95,206	New	+$6.49M	5.76%	8

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

Titan Managers's VGIT Position: Q3 2023 in Review

Titan Managers sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2023, closing a stake of 156,652 shares — an estimated $9.19M sold.

Titan Managers first reported a position in VGIT in Q3 2021 and held it in 4 quarters. The position peaked at $9.19M in Q2 2023. 569 funds tracked by Wall St. Rank hold VGIT as of Q3 2023.

Titan Managers reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
Titan Managers sold 156,652 Vanguard Intermediate-Term Treasury ETF shares in Q3 2023, an estimated $9.19M.
Titan Managers first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2021 and held it in 4 quarters.
Titan Managers's Vanguard Intermediate-Term Treasury ETF position peaked at $9.19M in Q2 2023.
569 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2023.

Based on Titan Managers's 13F filing for Q3 2023, filed 16 Nov 2023.