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

LifePlan Financial’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 		$4.61M Buy
78,244
+1,625
+2% +$96K 3.23% 6
2026
Q1 		$4.56M Buy
76,619
+4,776
+7% +$286K 3.37% 6
2025
Q4 		$4.31M Buy
71,843
+618
+0.9% +$37.2K 3.3% 6
2025
Q3 		$4.28M Buy
71,225
+1,305
+2% +$77.9K 3.39% 6
2025
Q2 		$4.18M Sell
69,920
-968
-1% -$57.3K 3.47% 6
2025
Q1 		$4.21M Buy
70,888
+2,123
+3% +$124K 3.67% 5
2024
Q4 		$3.99M Buy
68,765
+1,825
+3% +$107K 3.52% 6
2024
Q3 		$4.04M Buy
66,940
+978
+1% +$58.4K 3.47% 6
2024
Q2 		$3.84M Buy
65,962
+5,619
+9% +$325K 3.54% 6
2024
Q1 		$3.53M Buy
60,343
+6,231
+12% +$366K 3.24% 6
2023
Q4 		$3.21M Buy
+54,112
New +$3.12M 3.21% 6

Other funds holding VGIT

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

LifePlan Financial's VGIT Position: Q2 2026 in Review

LifePlan Financial increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 2.1% in Q2 2026, buying an estimated $96K and bringing the position to 78,244 shares worth $4.61M. The position accounts for 3.23% of the portfolio, ranked #6.

LifePlan Financial first reported a position in VGIT in Q4 2023 and has held it in 11 quarters since. 627 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • LifePlan Financial held 78,244 shares of Vanguard Intermediate-Term Treasury ETF worth $4.61M as of Q2 2026.
  • LifePlan Financial bought 1,625 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $96K.
  • Vanguard Intermediate-Term Treasury ETF made up 3.23% of LifePlan Financial's portfolio in Q2 2026, its #6 holding.
  • LifePlan Financial first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 627 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.