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 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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s VGIT Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 19% in Q2 2026, buying an estimated $1.06M and bringing the position to 111,806 shares worth $6.59M. The position accounts for 3.06% of the portfolio, ranked #9.

Capstone Wealth Management (Alabama) first reported a position in VGIT in Q4 2024 and has held it in 7 quarters since. 495 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Capstone Wealth Management (Alabama) held 111,806 shares of Vanguard Intermediate-Term Treasury ETF worth $6.59M as of Q2 2026.
Capstone Wealth Management (Alabama) bought 17,874 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $1.06M.
Vanguard Intermediate-Term Treasury ETF made up 3.06% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #9 holding.
Capstone Wealth Management (Alabama) first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
495 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.