LifeWealth Investments’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

LifeWealth Investments’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	$945K	Buy	16,029 +1,625	+11%	+$96K	0.25%	59
2026 Q1	$858K	Buy	+14,404	New	+$863K	0.26%	61
2025 Q2	–	Sell	-31,397	Closed	-$1.87M	–	162
2025 Q1	$1.87M	Buy	31,397 +12,169	+63%	+$712K	0.9%	35
2024 Q4	$1.12M	Buy	+19,228	New	+$1.13M	0.74%	41

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

LifeWealth Investments's VGIT Position: Q2 2026 in Review

LifeWealth Investments increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 11% in Q2 2026, buying an estimated $96K and bringing the position to 16,029 shares worth $945K. The position accounts for 0.25% of the portfolio, ranked #59.

LifeWealth Investments first reported a position in VGIT in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.87M in Q1 2025. 974 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

LifeWealth Investments held 16,029 shares of Vanguard Intermediate-Term Treasury ETF worth $945K as of Q2 2026.
LifeWealth Investments bought 1,625 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $96K.
Vanguard Intermediate-Term Treasury ETF made up 0.25% of LifeWealth Investments's portfolio in Q2 2026, its #59 holding.
LifeWealth Investments first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and has held it in 4 quarters since.
LifeWealth Investments's Vanguard Intermediate-Term Treasury ETF position peaked at $1.87M in Q1 2025.
974 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.