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 |
|---|---|---|---|---|---|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
516,042
shares
|
$30.1 Million
0.75% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
511,999
shares
|
$29.9 Million
3.9% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
502,632
shares
|
$29.3 Million
3.35% of portfolio
|
Q4 2024
Reduced 15.8%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
498,985
shares
|
$29.1 Million
3.13% of portfolio
|
Q3 2024
New holding
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jan 29, 2025 Q4 2024 |
472,360
shares
|
$27.6 Million
6.51% of portfolio
|
Q4 2024
Added 11.45%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
470,225
shares
|
$27.4 Million
3.78% of portfolio
|
Q3 2024
Added 52.06%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
466,467
shares
|
$27.2 Million
5.89% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Evergreen Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
465,821
shares
|
$27.2 Million
7.77% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
445,559
shares
|
$26 Million
0.05% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
436,381
shares
|
$25.5 Million
0.0% of portfolio
|
Q3 2024
Added 29.52%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
434,017
shares
|
$25.3 Million
1.94% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
429,771
shares
|
$25.1 Million
6.16% of portfolio
|
Q3 2024
Added 26.22%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
428,627
shares
|
$25 Million
3.68% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
404,765
shares
|
$23.6 Million
2.98% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
402,953
shares
|
$23.5 Million
8.64% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
401,710
shares
|
$23.4 Million
2.23% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
395,290
shares
|
$23.1 Million
0.72% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Gunma Bank,Ltd.
|
Jan 28, 2025 Q4 2024 |
395,000
shares
|
$23 Million
7.57% of portfolio
|
Q4 2024
Added 102.56%
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
393,067
shares
|
$22.9 Million
12.87% of portfolio
|
Q4 2024
Added 13.6%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
382,640
shares
|
$22.3 Million
0.02% of portfolio
|
Q3 2024
Added 19.75%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
371,475
shares
|
$21.7 Million
0.13% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
369,180
shares
|
$21.5 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
361,864
shares
|
$21.1 Million
0.43% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
359,162
shares
|
$20.9 Million
5.21% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
357,669
shares
|
$20.9 Million
10.91% of portfolio
|
Q4 2024
Added 4.18%
|