Form 13-F position report

VANGUARD INTERMEDIATE-TERM TRE

Reported by Ameritas Advisory Services LLC

ETF profile Manager portfolio Source filing
VGIT CUSIP 92206C706 Manager CIK 0001901275
Latest reported change

Reported 613,331 shares, down 5,034 (0.8%) from the prior quarter.

Reported value -6.1%; share count -0.8% vs. the prior quarter.

Reduced
% of reported 13F value 1.41% This manager · Q1 2022
Shares 613,331 Quarter-end amount reported
Reported value $38,585,000 Fair value at quarter end
Consecutive quarters held 2 Through Q1 2022

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

19 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Added 40,038 +12,594 (45.9%) 0.05% $2,361,453 2026-08-14
Q1 2026 Reduced 27,444 -291 (-1.0%) 0.06% $1,634,296 2026-05-12
Q4 2025 Added 27,735 +27,648 (31779.3%) 0.06% $1,662,142 2026-02-04
Q3 2025 Reduced 87 -51,713 (-99.8%) < 0.01% $5,207 2025-11-06
Q2 2025 Reduced 51,800 -42,792 (-45.2%) 0.16% $3,098,137 2025-07-21
Q1 2025 Reduced 94,592 -69,325 (-42.3%) 0.23% $5,618,627 2025-04-25
Q4 2024 Reduced 163,917 -155,290 (-48.6%) 0.33% $9,507,168 2025-01-15
Q3 2024 Reduced 319,207 -175,739 (-35.5%) 0.83% $19,286,499 2024-10-30
Q2 2024 Reduced 494,946 -23,293 (-4.5%) 1.09% $28,820,688 2024-07-29
Q1 2024 Added 518,239 +72,086 (16.2%) 1.25% $30,342,827 2024-05-14
Q4 2023 Reduced 446,153 -96,984 (-17.9%) 1.46% $26,465,586 2024-02-14
Q3 2023 New 543,137 +543,137 (0.0%) 1.55% $31,039,716 2023-11-13
Q2 2023 Reduced 0 -543,952 (-100.0%) 0 $0 2023-07-25
Q1 2023 Reduced 543,952 -10,769 (-1.9%) 1.64% $32,604,493 2023-04-28
Q4 2022 Reduced 554,721 -10,384 (-1.8%) 1.51% $32,440,080 2023-02-10
Q3 2022 Reduced 565,105 -15,289 (-2.6%) 1.97% $32,951,000 2022-11-14
Q2 2022 Reduced 580,394 -32,937 (-5.4%) 2.05% $35,497,000 2022-08-10
Q1 2022 Reduced 613,331 -5,034 (-0.8%) 1.41% $38,585,000 2022-05-04
Q4 2021 New 618,365 +618,365 (0.0%) 1.5% $41,103,000 2022-02-07
Institutional context

Who else reported the position

447 managers reported VANGUARD INTERMEDIATE-TERM TRE for Q1 2022.

Manager Activity Shares Change % of reported 13F Reported value Tenure
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added 6,934,743 +200,042 0.13% $436,265,000 4 qtrs
STATE STREET CORPORATION Unchanged 6,800,000 0 0.02% $427,788,000 12 qtrs
Creative Planning Added 4,699,736 +390,023 0.46% $295,660,000 30 qtrs
BUCKINGHAM STRATEGIC WEALTH LLC Reduced 4,272,719 -118,877 5.3% $268,797,000 7 qtrs
Thrivent Financial for Lutherans Added 4,005,018 +297,634 0.52% $266,193,000 19 qtrs
JPMorgan Chase & Co Reduced 4,057,127 -10,851,619 0.03% $255,234,000 25 qtrs
Municipal Employees Retirement System of Michigan New 3,390,733 +3,390,733 3.3% $213,311,000 1 qtr
TD AMERITRADE INVESTMENT MANAGEMENT LLC Added 3,322,760 +93,194 1.56% $209,035,000 21 qtrs
Morningstar Investment Services LLC Added 2,713,082 +118,602 1.89% $170,399,000 20 qtrs
Bank of America Corporation Reduced 2,524,916 -360,410 0.02% $158,842,000 36 qtrs
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Filing details and methodology As reported
Report period
March 31, 2022
Filed
May 04, 2022
Filing type
13F-HR
Position type
INTER TERM TREAS

Voting authority reported

No voting-authority amounts were reported for this position. Voting authority is not required for reported call options.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.