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Carlton Hofferkamp & Jenks Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Carlton Hofferkamp & Jenks Wealth 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
2026
Q2 		$738K Buy
12,657
+1,907
+18% +$113K 0.24% 75
2026
Q1 		$640K Buy
10,750
+7,113
+196% +$426K 0.21% 82
2025
Q4 		$218K Buy
+3,637
New +$219K 0.07% 133

Other funds holding VGIT

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's VGIT Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 18% in Q2 2026, buying an estimated $113K and bringing the position to 12,657 shares worth $738K. The position accounts for 0.24% of the portfolio, ranked #75.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in VGIT in Q4 2025 and has held it in 3 quarters since. 761 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 12,657 shares of Vanguard Intermediate-Term Treasury ETF worth $738K as of Q2 2026.
  • Carlton Hofferkamp & Jenks Wealth Management bought 1,907 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $113K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.24% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 761 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.