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

HBE 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	$12.6M	Buy	213,462 +12,935	+6%	+$764K	9.04%	3
2026 Q1	$11.9M	Buy	200,527 +15,566	+8%	+$932K	10.41%	2
2025 Q4	$11.1M	Buy	+184,961	New	+$11.1M	10.43%	3

Other funds holding VGIT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

HBE Wealth Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 6.5% in Q2 2026, buying an estimated $764K and bringing the position to 213,462 shares worth $12.6M. The position accounts for 9.04% of the portfolio, ranked #3.

HBE Wealth Management first reported a position in VGIT in Q4 2025 and has held it in 3 quarters since. 969 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

HBE Wealth Management held 213,462 shares of Vanguard Intermediate-Term Treasury ETF worth $12.6M as of Q2 2026.
HBE Wealth Management bought 12,935 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $764K.
Vanguard Intermediate-Term Treasury ETF made up 9.04% of HBE Wealth Management's portfolio in Q2 2026, its #3 holding.
HBE Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
969 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

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