Capstone Wealth Management (Alabama)’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Capstone Wealth Management (Alabama)’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
2026 Q3	$6.93M	Buy	122,303 +10,497	+9%	+$610K	3.21%	8
2026 Q2	$6.59M	Buy	111,806 +17,874	+19%	+$1.06M	3.06%	9
2026 Q1	$5.59M	Buy	93,932 +13,104	+16%	+$785K	3.9%	9
2025 Q4	$4.84M	Buy	80,828 +20,913	+35%	+$1.26M	3.53%	9
2025 Q3	$3.6M	Buy	59,915 +9,640	+19%	+$576K	2.77%	9
2025 Q2	$3.01M	Buy	50,275 +6,364	+14%	+$377K	2.64%	9
2025 Q1	$2.61M	Sell	43,911 -23,682	-35%	-$1.39M	2.6%	9
2024 Q4	$3.92M	Buy	+67,593	New	+$3.97M	3.83%	9

Other funds holding VGIT

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s VGIT Position: Q3 2026 in Review

Capstone Wealth Management (Alabama) increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 9.4% in Q3 2026, buying an estimated $610K and bringing the position to 122,303 shares worth $6.93M. The position accounts for 3.21% of the portfolio, ranked #8.

Capstone Wealth Management (Alabama) first reported a position in VGIT in Q4 2024 and has held it in 8 quarters since. 742 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

Capstone Wealth Management (Alabama) held 122,303 shares of Vanguard Intermediate-Term Treasury ETF worth $6.93M as of Q3 2026.
Capstone Wealth Management (Alabama) bought 10,497 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $610K.
Vanguard Intermediate-Term Treasury ETF made up 3.21% of Capstone Wealth Management (Alabama)'s portfolio in Q3 2026, its #8 holding.
Capstone Wealth Management (Alabama) first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 8 quarters since.
742 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q3 2026, filed 2 Nov 2026.