HMS Capital Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

HMS Capital 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	$208K	Buy	3,667 +257	+8%	+$14.9K	0.08%	125
2026 Q2	$201K	Buy	+3,410	New	+$201K	0.08%	119
2023 Q4	–	Sell	-4,687	Closed	-$268K	–	118
2023 Q3	$268K	Buy	+4,687	New	+$272K	0.18%	97

Other funds holding VGIT

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

HMS Capital Management's VGIT Position: Q3 2026 in Review

HMS Capital Management increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 7.5% in Q3 2026, buying an estimated $14.9K and bringing the position to 3,667 shares worth $208K. The position accounts for 0.08% of the portfolio, ranked #125.

HMS Capital Management first reported a position in VGIT in Q3 2023 and has held it in 3 quarters since. The position peaked at $268K in Q3 2023. 320 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

HMS Capital Management held 3,667 shares of Vanguard Intermediate-Term Treasury ETF worth $208K as of Q3 2026.
HMS Capital Management bought 257 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $14.9K.
Vanguard Intermediate-Term Treasury ETF made up 0.08% of HMS Capital Management's portfolio in Q3 2026, its #125 holding.
HMS Capital Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2023 and has held it in 3 quarters since.
HMS Capital Management's Vanguard Intermediate-Term Treasury ETF position peaked at $268K in Q3 2023.
320 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on HMS Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.