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LifePlan Financial Group’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

LifePlan Financial Group’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
2020
Q3 		$5.94M Buy
84,279
+1,088
+1% +$76.7K 2.56% 8
2020
Q2 		$5.87M Sell
83,191
-7,340
-8% -$517K 2.68% 6
2020
Q1 		$6.39M Buy
90,531
+10,811
+14% +$733K 3.46% 4
2019
Q4 		$5.25M Buy
79,720
+30,505
+62% +$2.02M 2.34% 13
2019
Q3 		$3.28M Buy
49,215
+4,458
+10% +$296K 1.54% 22
2019
Q2 		$2.95M Buy
44,757
+13,008
+41% +$842K 1.42% 22
2019
Q1 		$2.05M Buy
31,749
+11,500
+57% +$732K 1.09% 29
2018
Q4 		$1.28M Sell
20,249
-2,582
-11% -$161K 0.8% 34
2018
Q3 		$1.42M Sell
22,831
-324
-1% -$20.2K 0.77% 35
2018
Q2 		$1.45M Buy
23,155
+2,973
+15% +$186K 0.81% 34
2018
Q1 		$1.27M Buy
20,182
+807
+4% +$50.8K 0.74% 32
2017
Q4 		$1.25M Hold
19,375
– – 0.8% 34
2017
Q3 		$1.25M Buy
19,375
+7,357
+61% +$478K 0.8% 34
2017
Q2 		$777K Buy
12,018
+851
+8% +$55.1K 0.53% 43
2017
Q1 		$718K Sell
11,167
-2,156
-16% -$138K 0.5% 46
2016
Q4 		$852K Buy
13,323
+514
+4% +$33.4K 0.6% 51
2016
Q3 		$855K Buy
12,809
+2,856
+29% +$191K 0.59% 44
2016
Q2 		$669K Buy
9,953
+2,249
+29% +$149K 0.46% 47
2016
Q1 		$511K Buy
7,704
+1,630
+27% +$107K 0.36% 49
2015
Q4 		$391K Sell
6,074
-890
-13% -$57.7K 0.28% 56
2015
Q3 		$456K Buy
6,964
+3,583
+106% +$232K 0.33% 54
2015
Q2 		$218K Buy
+3,381
New +$219K 0.15% 89
2014
Q2 		– Sell
-824
Closed -$52K – 212
2014
Q1 		$52K Buy
+824
New +$52.2K 0.04% 118

Other funds holding VGIT

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

LifePlan Financial Group's VGIT Position: Q3 2020 in Review

LifePlan Financial Group increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 1.3% in Q3 2020, buying an estimated $76.7K and bringing the position to 84,279 shares worth $5.94M. The position accounts for 2.56% of the portfolio, ranked #8.

LifePlan Financial Group first reported a position in VGIT in Q1 2014 and has held it in 23 quarters since. The position peaked at $6.39M in Q1 2020. 303 funds tracked by Wall St. Rank hold VGIT as of Q3 2020.

  • LifePlan Financial Group held 84,279 shares of Vanguard Intermediate-Term Treasury ETF worth $5.94M as of Q3 2020.
  • LifePlan Financial Group bought 1,088 Vanguard Intermediate-Term Treasury ETF shares in Q3 2020, an estimated $76.7K.
  • Vanguard Intermediate-Term Treasury ETF made up 2.56% of LifePlan Financial Group's portfolio in Q3 2020, its #8 holding.
  • LifePlan Financial Group first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2014 and has held it in 23 quarters since.
  • LifePlan Financial Group's Vanguard Intermediate-Term Treasury ETF position peaked at $6.39M in Q1 2020.
  • 303 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.