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

Lifeworks 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
2025
Q1 		– Sell
-9,983
Closed -$579K – 339
2024
Q4 		$579K Buy
9,983
+3,340
+50% +$196K 0.1% 153
2024
Q3 		$401K Buy
+6,643
New +$396K 0.08% 190

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Lifeworks Advisors's VGIT Position: Q1 2025 in Review

Lifeworks Advisors sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q1 2025, closing a stake of 9,983 shares — an estimated $579K sold.

Lifeworks Advisors first reported a position in VGIT in Q3 2024 and held it in 2 quarters. The position peaked at $579K in Q4 2024. 808 funds tracked by Wall St. Rank hold VGIT as of Q1 2025.

  • Lifeworks Advisors reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 9,983 Vanguard Intermediate-Term Treasury ETF shares in Q1 2025, an estimated $579K.
  • Lifeworks Advisors first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2024 and held it in 2 quarters.
  • Lifeworks Advisors's Vanguard Intermediate-Term Treasury ETF position peaked at $579K in Q4 2024.
  • 808 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2025.

Based on Lifeworks Advisors's 13F filing for Q1 2025, filed 6 May 2025.