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Wealthspire Advisors (Maryland)’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$5.2M Buy
+73,750
New +$5.2M 0.18% 68
2019
Q2 		– Sell
-5
Closed – – 1980
2019
Q1 		$0 Buy
+5
New +$318 ﹤0.01% 2602

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Thrivent Financial for Lutherans
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CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VGIT Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2020: 73,750 shares worth $5.2M. The stake represents 0.18% of the portfolio and ranks #68 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in VGIT as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in VGIT in Q1 2019 and has held it in 2 quarters since. 303 funds tracked by Wall St. Rank hold VGIT as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 73,750 shares of Vanguard Intermediate-Term Treasury ETF worth $5.2M as of Q3 2020.
  • Vanguard Intermediate-Term Treasury ETF was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Vanguard Intermediate-Term Treasury ETF made up 0.18% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #68 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2019 and has held it in 2 quarters since.
  • 303 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.