Downshift Financial LLC Acquires New Holdings in Vanguard Intermediate-Term Treasury ETF $VGIT

Downshift Financial LLC bought a new position in Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 107,387 shares of the company’s stock, valued at approximately $6,435,000. Vanguard Intermediate-Term Treasury ETF comprises approximately 4.0% of Downshift Financial LLC’s investment portfolio, making the stock its 9th biggest position.

A number of other large investors have also recently added to or reduced their stakes in the stock. BIP Wealth LLC lifted its position in Vanguard Intermediate-Term Treasury ETF by 19.4% during the 4th quarter. BIP Wealth LLC now owns 76,343 shares of the company’s stock worth $4,575,000 after acquiring an additional 12,422 shares during the last quarter. Cobblestone Capital Advisors LLC NY boosted its holdings in Vanguard Intermediate-Term Treasury ETF by 54.1% during the third quarter. Cobblestone Capital Advisors LLC NY now owns 164,857 shares of the company’s stock valued at $9,896,000 after acquiring an additional 57,875 shares during the period. Dakota Wealth Management grew its position in shares of Vanguard Intermediate-Term Treasury ETF by 8.9% in the third quarter. Dakota Wealth Management now owns 274,546 shares of the company’s stock valued at $16,481,000 after purchasing an additional 22,452 shares during the last quarter. Coldstream Capital Management Inc. increased its stake in shares of Vanguard Intermediate-Term Treasury ETF by 93.3% in the third quarter. Coldstream Capital Management Inc. now owns 1,403,972 shares of the company’s stock worth $84,280,000 after purchasing an additional 677,595 shares during the period. Finally, Dopkins Wealth Management LLC increased its stake in shares of Vanguard Intermediate-Term Treasury ETF by 12.2% in the fourth quarter. Dopkins Wealth Management LLC now owns 91,414 shares of the company’s stock worth $5,478,000 after purchasing an additional 9,924 shares during the period.

Vanguard Intermediate-Term Treasury ETF Price Performance

NASDAQ VGIT opened at $58.84 on Friday. The stock has a 50-day simple moving average of $59.06 and a 200 day simple moving average of $59.61. Vanguard Intermediate-Term Treasury ETF has a twelve month low of $58.37 and a twelve month high of $60.76.

Vanguard Intermediate-Term Treasury ETF Increases Dividend

The firm also recently declared a monthly dividend, which was paid on Wednesday, June 3rd. Stockholders of record on Monday, June 1st were issued a dividend of $0.1935 per share. This represents a c) dividend on an annualized basis and a dividend yield of 3.9%. This is a boost from Vanguard Intermediate-Term Treasury ETF’s previous monthly dividend of $0.19. The ex-dividend date was Monday, June 1st.

Vanguard Intermediate-Term Treasury ETF Company Profile

Vanguard Intermediate Term Government Bond ETF (the Fund) seeks to track the performance of a market-weighted government bond index with an intermediate-term, dollar-weighted average maturity. The Fund employs a passive management or indexing investment approach designed to track the performance of the Barclays Capital U.S. 3-10 Year Government Float Adjusted Index (the Fund). This Index includes fixed-income securities issued by the United States Treasury (not including inflation-protected bonds) and the United States Government agencies and instrumentalities, as well as corporate or dollar-denominated foreign debt guaranteed by the United States Government, with maturities between 3 and 10 years.