Purchases and Sales Made in Q4 2024 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
115KNew |
$6.66M - $6.96M
|
115K
$6.84M
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
115KNew |
$6.63M - $6.93M
|
115K
$6.81M
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
111KNew |
$6.44M - $6.73M
|
111K
$6.61M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
104KNew |
$6.01M - $6.28M
|
104K
$6.17M
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
97.3KNew |
$5.62M - $5.87M
|
97.3K
$5.77M
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
96.7KNew |
$5.59M - $5.84M
|
96.7K
$5.73M
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
95.4K+ 42.74% |
$5.51M - $5.76M
|
318K
$18.9M
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
93.6K+ 79.24% |
$5.41M - $5.65M
|
212K
$12.6M
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
89K+ 20.39% |
$5.14M - $5.37M
|
525K
$31.2M
|
|
Feb 14, 2025
Q4 2024
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
88.4K+ 99339.33% |
$5.11M - $5.34M
|
88.5K
$5.25M
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
86.6K+ 30.49% |
$5.01M - $5.23M
|
371K
$22M
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
86.6K+ 6.06% |
$5M - $5.23M
|
1.52M
$89.9M
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
86.2K+ 16.83% |
$4.98M - $5.21M
|
598K
$35.5M
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
85.2K+ 18.29% |
$4.92M - $5.14M
|
551K
$32.7M
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
82.4K+ 17.53% |
$4.76M - $4.98M
|
553K
$32.8M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
78.9K+ 50242.04% |
$4.56M - $4.76M
|
79K
$4.69M
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
78.6K+ 5.94% |
$4.54M - $4.75M
|
1.4M
$83.2M
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
76.4K+ 6.98% |
$4.42M - $4.62M
|
1.17M
$69.5M
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
74.6KNew |
$4.31M - $4.51M
|
74.6K
$4.43M
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
74.2K+ 1.16% |
$4.29M - $4.48M
|
6.47M
$384M
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
73.1KNew |
$4.22M - $4.42M
|
73.1K
$4.34M
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
72.5KNew |
$4.19M - $4.38M
|
72.5K
$4.3M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
72.2K+ 1191.89% |
$4.17M - $4.36M
|
78.2K
$4.64M
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
70.7KNew |
$4.09M - $4.27M
|
70.7K
$4.19M
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
67.6KNew |
$3.91M - $4.08M
|
67.6K
$4.01M
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
66.4K+ 13.31% |
$3.84M - $4.01M
|
565K
$33.5M
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
63.1K+ 6.39% |
$3.65M - $3.81M
|
1.05M
$62.3M
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
63.1KNew |
$3.65M - $3.81M
|
63.1K
$3.74M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60.7K+ 3.59% |
$3.51M - $3.67M
|
1.75M
$104M
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
58.3KNew |
$3.37M - $3.52M
|
58.3K
$3.46M
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
57.8K+ 7.53% |
$3.34M - $3.49M
|
825K
$48.9M
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
57.6KNew |
$3.33M - $3.48M
|
57.6K
$3.42M
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
57.4K+ 12.19% |
$3.32M - $3.47M
|
528K
$31.3M
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
56.7KNew |
$3.28M - $3.42M
|
56.7K
$3.36M
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
56.6K+ 397.56% |
$3.27M - $3.42M
|
70.8K
$4.2M
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
55.6KNew |
$3.21M - $3.36M
|
55.6K
$3.3M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
55.5KNew |
$3.21M - $3.36M
|
55.5K
$3.29M
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
54.7KNew |
$3.16M - $3.31M
|
54.7K
$3.25M
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
51.1K+ 48.85% |
$2.95M - $3.09M
|
156K
$9.23M
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
50.4KNew |
$2.91M - $3.05M
|
50.4K
$2.99M
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
48.5K+ 11.45% |
$2.8M - $2.93M
|
472K
$28M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
48.3K+ 142.79% |
$2.79M - $2.92M
|
82.2K
$4.87M
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
48.1KNew |
$2.78M - $2.91M
|
48.1K
$2.85M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
48.1KNew |
$2.78M - $2.9M
|
48.1K
$2.85M
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
48K+ 24.68% |
$2.77M - $2.9M
|
242K
$14.4M
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
47.6K+ 424.21% |
$2.75M - $2.87M
|
58.8K
$3.49M
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
47.5K+ 6.71% |
$2.74M - $2.87M
|
755K
$44.8M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.2K+ 1.86% |
$2.72M - $2.85M
|
2.58M
$153M
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
47.1K+ 13.6% |
$2.72M - $2.84M
|
393K
$23.3M
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
47K+ 30.97% |
$2.72M - $2.84M
|
199K
$11.8M
|