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 794 institutions that hold shares in the stock, with a total of 391 Million shares, which have been reported (via 13F filing form) to have a value of $22.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
874,547
shares
|
$51 Million
8.05% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Jan 29, 2025 Q4 2024 |
865,000
shares
|
$50.5 Million
2.28% of portfolio
|
Q4 2024
New holding
|
|
|
Libra Wealth LLC
|
Jan 22, 2025 Q4 2024 |
832,164
shares
|
$48.5 Million
18.99% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
825,246
shares
|
$48.1 Million
7.51% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
819,331
shares
|
$47.8 Million
2.32% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Cliffwater LLC
Marina Del Rey, CA |
Nov 12, 2024 Q3 2024 |
767,859
shares
|
$44.8 Million
11.89% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
755,258
shares
|
$44.1 Million
5.56% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
738,944
shares
|
$43.1 Million
4.48% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
738,369
shares
|
$43.1 Million
5.17% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
731,282
shares
|
$42.7 Million
0.07% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
728,934
shares
|
$42.5 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
703,822
shares
|
$41.1 Million
1.0% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
701,061
shares
|
$40.9 Million
6.98% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
694,680
shares
|
$40.5 Million
3.79% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Johns Hopkins University
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
682,604
shares
|
$39.8 Million
1.55% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
668,384
shares
|
$39 Million
1.51% of portfolio
|
Q3 2024
Added 75.24%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
593,592
shares
|
$34.6 Million
2.38% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
592,418
shares
|
$34.6 Million
1.34% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
589,438
shares
|
$34.4 Million
0.37% of portfolio
|
Q3 2024
Added 22.83%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
587,281
shares
|
$34.3 Million
3.05% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
585,685
shares
|
$34.2 Million
0.12% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
564,787
shares
|
$32.9 Million
8.94% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
554,269
shares
|
$32.3 Million
0.06% of portfolio
|
Q3 2024
Added 37.3%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
528,491
shares
|
$30.8 Million
2.15% of portfolio
|
Q4 2024
Added 12.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
521,980
shares
|
$30.4 Million
0.01% of portfolio
|
Q3 2024
Added 21.8%
|