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Whipplewood Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Whipplewood Advisors’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
Q2 		– Sell
-848
Closed -$9.92K – 1273
2025
Q1 		$9.92K Buy
+848
New +$49.6K 0.01% 568

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Whipplewood Advisors's VGIT Position: Q2 2025 in Review

Whipplewood Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2025, closing a stake of 848 shares — an estimated $9.92K sold.

Whipplewood Advisors first reported a position in VGIT in Q1 2025 and held it in 1 quarter. The position peaked at $9.92K in Q1 2025. 818 funds tracked by Wall St. Rank hold VGIT as of Q2 2025.

  • Whipplewood Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 848 Vanguard Intermediate-Term Treasury ETF shares in Q2 2025, an estimated $9.92K.
  • Whipplewood Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Whipplewood Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $9.92K in Q1 2025.
  • 818 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2025.

Based on Whipplewood Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.