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

Wealthspire Advisors (New York)’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
Q4 		– Sell
-2,054
Closed -$123K – 2830
2025
Q3 		$123K Buy
+2,054
New +$123K ﹤0.01% 943
2022
Q4 		– Sell
-16,784
Closed -$979K – 603
2022
Q3 		$979K Buy
16,784
+140
+0.8% +$8.49K 0.02% 227
2022
Q2 		$1.02M Sell
16,644
-17,296
-51% -$1.06M 0.02% 209
2022
Q1 		$2.13M Sell
33,940
-1,265
-4% -$81.8K 0.05% 120
2021
Q4 		$2.34M Hold
35,205
– – 0.05% 131
2021
Q3 		$2.38M Hold
35,205
– – 0.05% 145
2021
Q2 		$2.39M Sell
35,205
-2,816
-7% -$191K 0.06% 101
2021
Q1 		$2.56M Sell
38,021
-28,449
-43% -$1.95M 0.06% 146
2020
Q4 		$4.61M Sell
66,470
-7,280
-10% -$509K 0.14% 76
2020
Q3 		$5.2M Buy
73,750
+4,265
+6% +$301K 0.31% 39
2020
Q2 		$4.9M Sell
69,485
-855
-1% -$60.2K 0.34% 37
2020
Q1 		$4.96M Sell
70,340
-10,270
-13% -$696K 0.21% 66
2019
Q4 		$5.31M Sell
80,610
-10,635
-12% -$705K 0.39% 24
2019
Q3 		$6.08M Sell
91,245
-150
-0.2% -$9.96K 0.5% 21
2019
Q2 		$6.03M Sell
91,395
-13,845
-13% -$896K 0.53% 19
2019
Q1 		$6.79M Sell
105,240
-27,857
-21% -$1.77M 0.63% 15
2018
Q4 		$8.45M Buy
+133,097
New +$8.28M 0.81% 14

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Morgan Stanley
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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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s VGIT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2025, closing a stake of 2,054 shares — an estimated $123K sold.

Wealthspire Advisors (New York) first reported a position in VGIT in Q4 2018 and held it in 17 quarters. The position peaked at $8.45M in Q4 2018. 920 funds tracked by Wall St. Rank hold VGIT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,054 Vanguard Intermediate-Term Treasury ETF shares in Q4 2025, an estimated $123K.
  • Wealthspire Advisors (New York) first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2018 and held it in 17 quarters.
  • Wealthspire Advisors (New York)'s Vanguard Intermediate-Term Treasury ETF position peaked at $8.45M in Q4 2018.
  • 920 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.