Wilbanks Smith & Thomas Asset Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2023 Q1	–	Sell	-4,011	Closed	-$235K	–	526
2022 Q4	$235K	Sell	4,011 -171,689	-98%	-$10M	0.01%	438
2022 Q3	$10.2M	Buy	+175,700	New	+$10.7M	0.44%	57
2022 Q2	–	Sell	-5,091	Closed	-$310K	–	519
2022 Q1	$310K	Sell	5,091 -136	-3%	-$8.8K	0.01%	388
2021 Q4	$347K	Hold	5,227	–	–	0.01%	383
2021 Q3	$353K	Sell	5,227 -26	-0.5%	-$1.77K	0.01%	354
2021 Q2	$356K	Hold	5,253	–	–	0.01%	359
2021 Q1	$353K	Sell	5,253 -131	-2%	-$8.96K	0.02%	338
2020 Q4	$374K	Hold	5,384	–	–	0.02%	300
2020 Q3	$379K	Sell	5,384 -16,714	-76%	-$1.18M	0.02%	285
2020 Q2	$1.56M	Buy	22,098 +5,723	+35%	+$403K	0.09%	138
2020 Q1	$1.16M	Buy	+16,375	New	+$1.11M	0.09%	148

Other funds holding VGIT

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's VGIT Position: Q1 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2023, closing a stake of 4,011 shares — an estimated $235K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in VGIT in Q1 2020 and held it in 11 quarters. The position peaked at $10.2M in Q3 2022. 509 funds tracked by Wall St. Rank hold VGIT as of Q1 2023.

Wilbanks Smith & Thomas Asset Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 4,011 Vanguard Intermediate-Term Treasury ETF shares in Q1 2023, an estimated $235K.
Wilbanks Smith & Thomas Asset Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2020 and held it in 11 quarters.
Wilbanks Smith & Thomas Asset Management's Vanguard Intermediate-Term Treasury ETF position peaked at $10.2M in Q3 2022.
509 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2023, filed 5 May 2023.