Institutional Ownership Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT). We have compiled data on the 777 institutions that hold shares in the stock, with a total of 388 Million shares, which have been reported (via 13F filing form) to have a value of $22.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
41,688
shares
|
$2.42 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
41,181
shares
|
$2.39 Million
1.27% of portfolio
|
Q4 2022
Reduced 18.52%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
40,882
shares
|
$2.37 Million
0.59% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
40,159
shares
|
$2.33 Million
0.69% of portfolio
|
Q2 2023
Added 3.95%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
39,521
shares
|
$2.29 Million
0.74% of portfolio
|
Q3 2024
Added 8.41%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
39,013
shares
|
$2.27 Million
0.3% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
39,005
shares
|
$2.26 Million
0.24% of portfolio
|
Q4 2024
Reduced 77.62%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
38,790
shares
|
$2.25 Million
0.1% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
38,476
shares
|
$2.23 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 22, 2025 Q4 2024 |
37,945
shares
|
$2.2 Million
0.74% of portfolio
|
Q4 2024
Added 11.15%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
37,640
shares
|
$2.19 Million
0.15% of portfolio
|
Q3 2024
Added 487.76%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
37,028
shares
|
$2.15 Million
0.09% of portfolio
|
Q3 2024
Added 30.33%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
36,815
shares
|
$2.14 Million
1.14% of portfolio
|
Q3 2024
Added 61.1%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
36,475
shares
|
$2.12 Million
1.17% of portfolio
|
Q4 2023
Added 39.91%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
36,475
shares
|
$2.12 Million
0.02% of portfolio
|
Q3 2024
Added 10.45%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
36,273
shares
|
$2.11 Million
0.68% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
36,235
shares
|
$2.1 Million
0.58% of portfolio
|
Q4 2024
Added 8.65%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
36,129
shares
|
$2.1 Million
0.01% of portfolio
|
Q3 2024
Added 33.79%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
35,462
shares
|
$2.06 Million
0.42% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
35,131
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
34,588
shares
|
$2.01 Million
0.16% of portfolio
|
Q2 2024
Added 12.99%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
34,441
shares
|
$2 Million
0.05% of portfolio
|
Q3 2024
Added 28.98%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
33,848
shares
|
$1.97 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
33,822
shares
|
$1.96 Million
0.07% of portfolio
|
Q3 2024
Added 149.79%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
33,769
shares
|
$1.96 Million
0.12% of portfolio
|
Q3 2024
Added 83.04%
|