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Westwood Holdings Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Westwood Holdings Group’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
2017
Q3 		– Sell
-1,000
Closed -$65K – 510
2017
Q2 		$65K Buy
+1,000
New +$64.8K ﹤0.01% 440

Other funds holding VGIT

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CONA
Capital One National Association New York $756M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WCWM
Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return

Westwood Holdings Group's VGIT Position: Q3 2017 in Review

Westwood Holdings Group sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2017, closing a stake of 1,000 shares — an estimated $65K sold.

Westwood Holdings Group first reported a position in VGIT in Q2 2017 and held it in 1 quarter. The position peaked at $65K in Q2 2017. 101 funds tracked by Wall St. Rank hold VGIT as of Q3 2017.

  • Westwood Holdings Group reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2017 after selling out during the quarter.
  • Westwood Holdings Group sold 1,000 Vanguard Intermediate-Term Treasury ETF shares in Q3 2017, an estimated $65K.
  • Westwood Holdings Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q2 2017 and held it in 1 quarter.
  • Westwood Holdings Group's Vanguard Intermediate-Term Treasury ETF position peaked at $65K in Q2 2017.
  • 101 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2017.

Based on Westwood Holdings Group's 13F filing for Q3 2017, filed 14 Nov 2017.