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 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

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

HMS Capital Management's VGIT Position: Q2 2026 in Review

HMS Capital Management opened a new position in Vanguard Intermediate-Term Treasury ETF (VGIT) in Q2 2026: 3,410 shares worth $201K. The stake represents 0.08% of the portfolio and ranks #119 among its holdings. This is a return to the name: HMS Capital Management previously reported a position in VGIT as recently as Q3 2023.

HMS Capital Management first reported a position in VGIT in Q3 2023 and has held it in 2 quarters since. The position peaked at $268K in Q3 2023. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

HMS Capital Management held 3,410 shares of Vanguard Intermediate-Term Treasury ETF worth $201K as of Q2 2026.
Vanguard Intermediate-Term Treasury ETF was a new HMS Capital Management position in Q2 2026.
Vanguard Intermediate-Term Treasury ETF made up 0.08% of HMS Capital Management's portfolio in Q2 2026, its #119 holding.
HMS Capital Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2023 and has held it in 2 quarters since.
HMS Capital Management's Vanguard Intermediate-Term Treasury ETF position peaked at $268K in Q3 2023.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on HMS Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.