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 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
140+ 27.83% |
$8.09K - $8.51K
|
643
$37K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
133+ 1.32% |
$7.69K - $8.09K
|
10.2K
$586K
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
133+ 0.39% |
$7.69K - $8.09K
|
34.1K
$1.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
129+ 11.53% |
$7.46K - $7.84K
|
1.25K
$71.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
123+ 7.11% |
$7.11K - $7.48K
|
1.85K
$107K
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
110New |
$6.36K - $6.69K
|
110
$6.33K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
102+ 0.4% |
$5.9K - $6.2K
|
25.9K
$1.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
95+ 0.92% |
$5.49K - $5.78K
|
10.4K
$599K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
87+ 1.12% |
$5.03K - $5.29K
|
7.86K
$452K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
84+ 0.69% |
$4.86K - $5.11K
|
12.3K
$705K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
83+ 1.25% |
$4.8K - $5.05K
|
6.73K
$387K
|
|
|
Oct 31, 2024
Q3 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
80+ 0.69% |
$4.62K - $4.86K
|
11.7K
$673K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
78+ 2.63% |
$4.51K - $4.74K
|
3.04K
$175K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
65+ 0.41% |
$3.76K - $3.95K
|
16K
$922K
|
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
65+ 0.24% |
$3.76K - $3.95K
|
27.2K
$1.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
61New |
$3.53K - $3.71K
|
61
$3.51K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
55+ 3.77% |
$3.18K - $3.34K
|
1.52K
$87.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
50+ 0.09% |
$2.89K - $3.04K
|
56K
$3.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
49New |
$2.83K - $2.98K
|
49
$2.82K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
44New |
$2.54K - $2.68K
|
44
$2.53K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
44+ 0.94% |
$2.54K - $2.68K
|
4.72K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
41+ 0.08% |
$2.37K - $2.49K
|
48.8K
$2.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
39+ 0.89% |
$2.25K - $2.37K
|
4.4K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
38+ 3.81% |
$2.2K - $2.31K
|
1.04K
$59.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
38New |
$2.2K - $2.31K
|
38
$2.19K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
36+ 20.69% |
$2.08K - $2.19K
|
210
$12.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
28New |
$1.62K - $1.7K
|
28
$1.61K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
25+ 1.97% |
$1.45K - $1.52K
|
1.29K
$74.4K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
25+ 4.71% |
$1.45K - $1.52K
|
556
$32K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
24+ 0.41% |
$1.39K - $1.46K
|
5.81K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
24+ 0.05% |
$1.39K - $1.46K
|
46.7K
$2.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
23+ 0.5% |
$1.33K - $1.4K
|
4.58K
$263K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
21+ 0.36% |
$1.21K - $1.28K
|
5.91K
$340K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
17New |
$983 - $1.03K
|
17
$978
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
17+ 5.03% |
$983 - $1.03K
|
355
$20.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
16New |
$925 - $973
|
16
$920
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 0.49% |
$809 - $851
|
2.88K
$166K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
13+ 0.27% |
$751 - $790
|
4.76K
$274K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
5+ 0.07% |
$289 - $304
|
6.83K
$393K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5+ 0.12% |
$289 - $304
|
4.28K
$246K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4+ 0.01% |
$231 - $243
|
44.8K
$2.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3+ 9.09% |
$173 - $182
|
36
$2.07K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3+ 0.06% |
$173 - $182
|
4.89K
$281K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3+ 0.07% |
$173 - $182
|
4.3K
$248K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 0.93% |
$116 - $122
|
216
$12.4K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
2+ 0.27% |
$116 - $122
|
750
$43.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.8% |
$116 - $122
|
251
$14.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.67% |
$116 - $122
|
301
$17.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-7- 0.1% |
$405 - $426
|
7.16K
$412K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-9- 0.13% |
$520 - $547
|
6.67K
$384K
|