Vanguard Personalized Indexing Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Vanguard Personalized Indexing Management’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
2021 Q2	–	Sell	-6,329	Closed	-$425K	–	989
2021 Q1	$425K	Buy	6,329 +1,454	+30%	+$99.4K	0.06%	373
2020 Q4	$338K	Buy	+4,875	New	+$341K	0.07%	325

Other funds holding VGIT

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

BSW

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Vanguard Personalized Indexing Management's VGIT Position: Q2 2021 in Review

Vanguard Personalized Indexing Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2021, closing a stake of 6,329 shares — an estimated $425K sold.

Vanguard Personalized Indexing Management first reported a position in VGIT in Q4 2020 and held it in 2 quarters. The position peaked at $425K in Q1 2021. 359 funds tracked by Wall St. Rank hold VGIT as of Q2 2021.

Vanguard Personalized Indexing Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2021 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 6,329 Vanguard Intermediate-Term Treasury ETF shares in Q2 2021, an estimated $425K.
Vanguard Personalized Indexing Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2020 and held it in 2 quarters.
Vanguard Personalized Indexing Management's Vanguard Intermediate-Term Treasury ETF position peaked at $425K in Q1 2021.
359 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2021.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2021, filed 21 Jul 2021.