Purchases and Sales Made in Q3 2024 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q3 2024. The information is specifically focused on institutions that hold shares of VANGUARD INTERMEDIATE-TERM TRE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.54K+ 18.11% |
$436K - $458K
|
49.2K
$2.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.38K+ 17.45% |
$426K - $449K
|
49.7K
$2.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.23K+ 15.57% |
$418K - $439K
|
53.6K
$3.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
6.98K+ 46.45% |
$403K - $424K
|
22K
$1.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
6.92K+ 0.69% |
$400K - $420K
|
1.01M
$58.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.64KNew |
$384K - $404K
|
6.64K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.62K+ 183.83% |
$383K - $402K
|
10.2K
$588K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
6.4KNew |
$370K - $389K
|
6.4K
$368K
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
6.35KNew |
$367K - $386K
|
6.35K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
6.25KNew |
$361K - $380K
|
6.25K
$360K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.22K+ 61.29% |
$360K - $378K
|
16.4K
$942K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
6.09K+ 15.8% |
$352K - $371K
|
44.7K
$2.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.03K+ 1.37% |
$348K - $367K
|
446K
$25.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.93K+ 3.53% |
$343K - $360K
|
174K
$10M
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
5.84K+ 10.13% |
$337K - $355K
|
63.5K
$3.65M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.82K+ 34.49% |
$337K - $354K
|
22.7K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
5.66K+ 15.0% |
$327K - $344K
|
43.4K
$2.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.64K+ 148.46% |
$326K - $343K
|
9.43K
$543K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
5.53K+ 2.81% |
$320K - $336K
|
202K
$11.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
5.42K+ 4.81% |
$313K - $329K
|
118K
$6.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.3K+ 0.91% |
$306K - $322K
|
586K
$33.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
5.29K+ 4.22% |
$305K - $321K
|
130K
$7.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.24K+ 6.39% |
$303K - $319K
|
87.2K
$5.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5.12K+ 65.78% |
$296K - $311K
|
12.9K
$742K
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
5.07K+ 22.83% |
$293K - $308K
|
27.3K
$1.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.05KNew |
$292K - $307K
|
5.05K
$290K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.03K+ 24.52% |
$291K - $306K
|
25.6K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
5.02KNew |
$290K - $305K
|
5.02K
$289K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.01KNew |
$289K - $304K
|
5.01K
$288K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.9K+ 655.96% |
$283K - $298K
|
5.65K
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.88K+ 414.44% |
$282K - $297K
|
6.06K
$348K
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
4.88KNew |
$282K - $296K
|
4.88K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.87KNew |
$281K - $296K
|
4.87K
$280K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.83K+ 8.94% |
$279K - $294K
|
58.8K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.73KNew |
$274K - $288K
|
4.73K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
4.68K+ 3.96% |
$270K - $284K
|
123K
$7.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
4.66K+ 1.96% |
$269K - $283K
|
243K
$14M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
4.53K+ 7.08% |
$262K - $275K
|
68.5K
$3.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.37KNew |
$252K - $265K
|
4.37K
$251K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4.3K+ 68.43% |
$249K - $261K
|
10.6K
$609K
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
BUY
|
- |
4.3KNew |
$248K - $261K
|
4.3K
$247K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.29K+ 49.45% |
$248K - $261K
|
13K
$745K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
4.28KNew |
$247K - $260K
|
4.28K
$246K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
4.28K+ 7.43% |
$247K - $260K
|
61.8K
$3.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.21K+ 9.78% |
$243K - $256K
|
47.2K
$2.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
4.14K+ 1.71% |
$239K - $252K
|
247K
$14.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.12KNew |
$238K - $250K
|
4.12K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
4.11K+ 29.33% |
$238K - $250K
|
18.1K
$1.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
4.08K+ 4.99% |
$236K - $248K
|
85.8K
$4.93M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
4.05K+ 62.83% |
$234K - $246K
|
10.5K
$603K
|