Whitcomb & Hess
VGIT icon

Whitcomb & Hess’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Whitcomb & Hess’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 		$2.57M Buy
45,354
+2,447
+6% +$142K 0.55% 22
2026
Q2 		$2.53M Buy
42,907
+361
+0.8% +$21.3K 0.55% 22
2026
Q1 		$2.53M Buy
42,546
+892
+2% +$53.4K 0.59% 21
2025
Q4 		$2.5M Buy
41,654
+885
+2% +$53.2K 0.59% 21
2025
Q3 		$2.45M Buy
40,769
+525
+1% +$31.3K 0.63% 21
2025
Q2 		$2.41M Buy
40,244
+225
+0.6% +$13.3K 0.68% 20
2025
Q1 		$2.38M Buy
40,019
+2,074
+5% +$121K 0.72% 20
2024
Q4 		$2.2M Buy
37,945
+3,805
+11% +$224K 0.68% 20
2024
Q3 		$2.06M Buy
34,140
+133
+0.4% +$7.94K 0.61% 20
2024
Q2 		$1.98M Buy
34,007
+219
+0.6% +$12.7K 0.62% 21
2024
Q1 		$1.98M Buy
33,788
+686
+2% +$40.2K 0.64% 21
2023
Q4 		$1.96M Buy
33,102
+8,516
+35% +$491K 0.67% 20
2023
Q3 		$1.41M Sell
24,586
-515
-2% -$29.9K 0.53% 23
2023
Q2 		$1.47M Sell
25,101
-95
-0.4% -$5.66K 0.54% 22
2023
Q1 		$1.51M Sell
25,196
-8,919
-26% -$528K 0.57% 21
2022
Q4 		$2M Buy
+34,115
New +$1.99M 0.8% 19

Other funds holding VGIT

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Whitcomb & Hess's VGIT Position: Q3 2026 in Review

Whitcomb & Hess increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 5.7% in Q3 2026, buying an estimated $142K and bringing the position to 45,354 shares worth $2.57M. The position accounts for 0.55% of the portfolio, ranked #22.

Whitcomb & Hess first reported a position in VGIT in Q4 2022 and has held it in 16 quarters since. 603 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

  • Whitcomb & Hess held 45,354 shares of Vanguard Intermediate-Term Treasury ETF worth $2.57M as of Q3 2026.
  • Whitcomb & Hess bought 2,447 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $142K.
  • Vanguard Intermediate-Term Treasury ETF made up 0.55% of Whitcomb & Hess's portfolio in Q3 2026, its #22 holding.
  • Whitcomb & Hess first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2022 and has held it in 16 quarters since.
  • 603 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.