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Valley National Advisers’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Valley National Advisers’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
2020
Q1 		– Sell
-356
Closed -$23K – 850
2019
Q4 		$23K Hold
356
– – 0.01% 412
2019
Q3 		$24K Buy
+356
New +$23.6K 0.01% 398

Other funds holding VGIT

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Valley National Advisers's VGIT Position: Q1 2020 in Review

Valley National Advisers sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2020, closing a stake of 356 shares — an estimated $23K sold.

Valley National Advisers first reported a position in VGIT in Q3 2019 and held it in 2 quarters. The position peaked at $24K in Q3 2019. 253 funds tracked by Wall St. Rank hold VGIT as of Q1 2020.

  • Valley National Advisers reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2020 after selling out during the quarter.
  • Valley National Advisers sold 356 Vanguard Intermediate-Term Treasury ETF shares in Q1 2020, an estimated $23K.
  • Valley National Advisers first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2019 and held it in 2 quarters.
  • Valley National Advisers's Vanguard Intermediate-Term Treasury ETF position peaked at $24K in Q3 2019.
  • 253 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2020.

Based on Valley National Advisers's 13F filing for Q1 2020, filed 13 May 2020.