Hassell Wealth Management
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Hassell Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Hassell 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
Q3 		$18.1M Buy
320,310
+7,154
+2% +$416K 5.46% 6
2026
Q2 		$18.3M Buy
313,156
+7,256
+2% +$429K 5.62% 6
2026
Q1 		$18.2M Buy
305,900
+12,555
+4% +$752K 6.11% 6
2025
Q4 		$17.5M Buy
293,345
+9,094
+3% +$547K 5.87% 7
2025
Q3 		$17.1M Buy
284,251
+12,729
+5% +$760K 5.92% 7
2025
Q2 		$16.1M Buy
271,522
+18,094
+7% +$1.07M 5.89% 7
2025
Q1 		$15M Buy
253,428
+15,638
+7% +$915K 6.39% 6
2024
Q4 		$13.9M Buy
237,790
+18,298
+8% +$1.08M 5.59% 8
2024
Q3 		$12.9M Buy
219,492
+11,954
+6% +$713K 5.41% 7
2024
Q2 		$12.3M Buy
207,538
+24,013
+13% +$1.39M 5.49% 7
2024
Q1 		$10.5M Buy
183,525
+9,396
+5% +$551K 6.68% 5
2023
Q4 		$10.3M Sell
174,129
-1,698
-1% -$97.9K 6.91% 5
2023
Q3 		$9.9M Buy
175,827
+2,151
+1% +$125K 7.2% 5
2023
Q2 		$10.2M Sell
173,676
-8,262
-5% -$493K 7% 5
2023
Q1 		$11M Sell
181,938
-4,288
-2% -$254K 8.07% 5
2022
Q4 		$11.1M Buy
+186,226
New +$10.9M 8.33% 4

Other funds holding VGIT

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Hassell Wealth Management's VGIT Position: Q3 2026 in Review

Hassell Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 2.3% in Q3 2026, buying an estimated $416K and bringing the position to 320,310 shares worth $18.1M. The position accounts for 5.46% of the portfolio, ranked #6.

Hassell Wealth Management first reported a position in VGIT in Q4 2022 and has held it in 16 quarters since. The position peaked at $18.3M in Q2 2026. 356 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Hassell Wealth Management held 320,310 shares of Vanguard Intermediate-Term Treasury ETF worth $18.1M as of Q3 2026.
  • Hassell Wealth Management bought 7,154 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $416K.
  • Vanguard Intermediate-Term Treasury ETF made up 5.46% of Hassell Wealth Management's portfolio in Q3 2026, its #6 holding.
  • Hassell Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 16 quarters since.
  • Hassell Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $18.3M in Q2 2026.
  • 356 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Hassell Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.