TW
VGIT icon

Transform Wealth’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Transform 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
Q1 		$2.68M Sell
45,195
-13,133
-23% -$768K 0.16% 100
2024
Q4 		$3.38M Buy
+58,328
New +$3.43M 0.19% 95

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Transform Wealth's VGIT Position: Q1 2025 in Review

Transform Wealth reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 23% in Q1 2025, selling an estimated $768K and leaving 45,195 shares worth $2.68M. The position accounts for 0.16% of the portfolio, ranked #100.

Transform Wealth first reported a position in VGIT in Q4 2024 and has held it in 2 quarters since. The position peaked at $3.38M in Q4 2024. 808 funds tracked by Wall St. Rank hold VGIT as of Q1 2025.

  • Transform Wealth held 45,195 shares of Vanguard Intermediate-Term Treasury ETF worth $2.68M as of Q1 2025.
  • Transform Wealth sold 13,133 Vanguard Intermediate-Term Treasury ETF shares in Q1 2025, an estimated $768K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.16% of Transform Wealth's portfolio in Q1 2025, its #100 holding.
  • Transform Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 2 quarters since.
  • Transform Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $3.38M in Q4 2024.
  • 808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.