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 775 institutions that hold shares in the stock, with a total of 389 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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
611
shares
|
$35,474
0.0% of portfolio
|
Q4 2024
Reduced 43.79%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
607
shares
|
$35,242
0.02% of portfolio
|
Q1 2019
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
594
shares
|
$34,487
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
562
shares
|
$32,629
0.0% of portfolio
|
Q3 2024
Added 152.02%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
556
shares
|
$32,281
0.0% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
536
shares
|
$31,120
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
495
shares
|
$28,739
0.0% of portfolio
|
Q3 2024
Reduced 20.55%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
457
shares
|
$26,533
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
453
shares
|
$26,301
0.02% of portfolio
|
Q1 2024
Reduced 84.54%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
429
shares
|
$24,907
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
408
shares
|
$23,688
0.0% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
407
shares
|
$23,630
0.02% of portfolio
|
Q4 2023
Added 11.2%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
367
shares
|
$21,308
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
355
shares
|
$20,611
0.02% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
341
shares
|
$19,798
0.0% of portfolio
|
Q3 2024
Added 287.5%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
327
shares
|
$18,985
0.0% of portfolio
|
Q2 2024
Reduced 62.24%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
319
shares
|
$18,521
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
317
shares
|
$18,405
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
313
shares
|
$18,172
0.01% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
311
shares
|
$18,056
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
301
shares
|
$17,476
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
291
shares
|
$16,895
0.01% of portfolio
|
Q2 2024
Added 7.38%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
290
shares
|
$16,837
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
288
shares
|
$16,721
0.01% of portfolio
|
Q2 2024
Reduced 52.86%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
279
shares
|
$16,198
0.0% of portfolio
|
Q3 2024
Reduced 85.57%
|