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Hershey Financial Advisers’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Hershey Financial Advisers’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
Q1 		– Sell
-65,971
Closed -$3.95M – 106
2025
Q4 		$3.95M Buy
+65,971
New +$3.97M 3.34% 5

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Hershey Financial Advisers's VGIT Position: Q1 2026 in Review

Hershey Financial Advisers sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2026, closing a stake of 65,971 shares — an estimated $3.95M sold.

Hershey Financial Advisers first reported a position in VGIT in Q4 2025 and held it in 1 quarter. The position peaked at $3.95M in Q4 2025. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

  • Hershey Financial Advisers reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Hershey Financial Advisers sold 65,971 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $3.95M.
  • Hershey Financial Advisers first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Hershey Financial Advisers's Vanguard Intermediate-Term Treasury ETF position peaked at $3.95M in Q4 2025.
  • 954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.