HMV Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

HMV Wealth Advisors’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	$12.7M	Buy	215,518 +20,498	+11%	+$1.21M	4.95%	8
2026 Q1	$11.6M	Buy	195,020 +9,664	+5%	+$579K	5.46%	8
2025 Q4	$11.1M	Buy	185,356 +22,136	+14%	+$1.33M	5.56%	7
2025 Q3	$9.8M	Buy	163,220 +83,196	+104%	+$4.97M	5.39%	6
2025 Q2	$4.79M	Buy	80,024 +9,261	+13%	+$548K	3.14%	10
2025 Q1	$4.2M	Buy	70,763 +15,137	+27%	+$885K	3.33%	10
2024 Q4	$3.23M	Buy	+55,626	New	+$3.27M	3.23%	8

Other funds holding VGIT

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

HMV Wealth Advisors's VGIT Position: Q2 2026 in Review

HMV Wealth Advisors increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 11% in Q2 2026, buying an estimated $1.21M and bringing the position to 215,518 shares worth $12.7M. The position accounts for 4.95% of the portfolio, ranked #8.

HMV Wealth Advisors first reported a position in VGIT in Q4 2024 and has held it in 7 quarters since. 342 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

HMV Wealth Advisors held 215,518 shares of Vanguard Intermediate-Term Treasury ETF worth $12.7M as of Q2 2026.
HMV Wealth Advisors bought 20,498 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $1.21M.
Vanguard Intermediate-Term Treasury ETF made up 4.95% of HMV Wealth Advisors's portfolio in Q2 2026, its #8 holding.
HMV Wealth Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
342 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on HMV Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.