HM Payson & Co’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

HM Payson & Co’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	$97.3K	Hold	1,649	–	–	﹤0.01%	577
2026 Q1	$98.2K	Buy	+1,649	New	+$98.8K	﹤0.01%	561
2025 Q2	–	Sell	-1,838	Closed	-$109K	–	1052
2025 Q1	$109K	Buy	+1,838	New	+$108K	﹤0.01%	515
2021 Q1	–	Sell	-26,100	Closed	-$1.81M	–	1197
2020 Q4	$1.81M	Hold	26,100	–	–	0.05%	161
2020 Q3	$1.84M	Buy	26,100 +439	+2%	+$31K	0.06%	148
2020 Q2	$1.81M	Buy	25,661 +14,388	+128%	+$1.01M	0.06%	142
2020 Q1	$795K	Sell	11,273 -12,000	-52%	-$814K	0.03%	184
2019 Q4	$1.53M	Hold	23,273	–	–	0.05%	163
2019 Q3	$1.55M	Sell	23,273 -20,000	-46%	-$1.33M	0.05%	158
2019 Q2	$2.85M	Hold	43,273	–	–	0.1%	125
2019 Q1	$2.79M	Buy	+43,273	New	+$2.75M	0.11%	123
2018 Q4	–	Sell	-43,273	Closed	-$2.69M	–	315
2018 Q3	$2.69M	Hold	43,273	–	–	0.12%	118
2018 Q2	$2.71M	Hold	43,273	–	–	0.12%	116
2018 Q1	$2.73M	Sell	43,273 -7,240	-14%	-$456K	0.11%	123
2017 Q4	$3.23M	Hold	50,513	–	–	0.13%	119
2017 Q3	$3.27M	Hold	50,513	–	–	0.14%	112
2017 Q2	$3.27M	Hold	50,513	–	–	0.15%	109
2017 Q1	$3.25M	Buy	+50,513	New	+$3.24M	0.15%	108

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

HM Payson & Co's VGIT Position: Q2 2026 in Review

HM Payson & Co held its Vanguard Intermediate-Term Treasury ETF (VGIT) position steady in Q2 2026 at 1,649 shares worth $97.3K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

HM Payson & Co first reported a position in VGIT in Q1 2017 and has held it in 18 quarters since. The position peaked at $3.27M in Q3 2017. 974 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

HM Payson & Co held 1,649 shares of Vanguard Intermediate-Term Treasury ETF worth $97.3K as of Q2 2026.
HM Payson & Co left its Vanguard Intermediate-Term Treasury ETF share count unchanged in Q2 2026.
Vanguard Intermediate-Term Treasury ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #577 holding.
HM Payson & Co first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2017 and has held it in 18 quarters since.
HM Payson & Co's Vanguard Intermediate-Term Treasury ETF position peaked at $3.27M in Q3 2017.
974 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.