Wade Financial Advisory’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Wade Financial Advisory’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	$16.8M	Buy	283,598 +2,766	+1%	+$162K	5.77%	5
2024 Q4	$16.3M	Buy	280,832 +25,025	+10%	+$1.47M	5.52%	5
2024 Q3	$15.5M	Buy	255,807 +12,319	+5%	+$735K	5.2%	5
2024 Q2	$14.2M	Buy	243,488 +16,035	+7%	+$927K	5.1%	5
2024 Q1	$13.3M	Buy	227,453 +35,430	+18%	+$2.08M	4.86%	5
2023 Q4	$11.4M	Buy	+192,023	New	+$11.1M	4.31%	5
2023 Q3	–	Sell	-133,130	Closed	-$7.81M	–	75
2023 Q2	$7.81M	Buy	133,130 +23,815	+22%	+$1.42M	3.09%	9
2023 Q1	$6.55M	Buy	+109,315	New	+$6.47M	2.75%	11

Other funds holding VGIT

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Wade Financial Advisory's VGIT Position: Q1 2025 in Review

Wade Financial Advisory increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 0.98% in Q1 2025, buying an estimated $162K and bringing the position to 283,598 shares worth $16.8M. The position accounts for 5.77% of the portfolio, ranked #5.

Wade Financial Advisory first reported a position in VGIT in Q1 2023 and has held it in 8 quarters since. 808 funds tracked by Wall St. Rank hold VGIT as of Q1 2025.

Wade Financial Advisory held 283,598 shares of Vanguard Intermediate-Term Treasury ETF worth $16.8M as of Q1 2025.
Wade Financial Advisory bought 2,766 Vanguard Intermediate-Term Treasury ETF shares in Q1 2025, an estimated $162K.
Vanguard Intermediate-Term Treasury ETF made up 5.77% of Wade Financial Advisory's portfolio in Q1 2025, its #5 holding.
Wade Financial Advisory first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2023 and has held it in 8 quarters since.
808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.