HWM
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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
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

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
FG
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Hassell Wealth Management's VGIT Position: Q2 2026 in Review

Hassell Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 2.4% in Q2 2026, buying an estimated $429K and bringing the position to 313,156 shares worth $18.3M. The position accounts for 5.62% of the portfolio, ranked #6.

Hassell Wealth Management first reported a position in VGIT in Q4 2022 and has held it in 15 quarters since. 243 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Hassell Wealth Management held 313,156 shares of Vanguard Intermediate-Term Treasury ETF worth $18.3M as of Q2 2026.
  • Hassell Wealth Management bought 7,256 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $429K.
  • Vanguard Intermediate-Term Treasury ETF made up 5.62% of Hassell Wealth Management's portfolio in Q2 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 15 quarters since.
  • 243 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Hassell Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.