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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.1K+ 14.06% |
$644K - $673K
|
90.4K
$5.36M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11K+ 10.57% |
$636K - $665K
|
115K
$6.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
10.9K+ 15.47% |
$629K - $658K
|
81.3K
$4.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
10.8KNew |
$626K - $654K
|
10.8K
$642K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.8K+ 28.31% |
$624K - $652K
|
48.9K
$2.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
10.8K+ 8.7% |
$623K - $651K
|
135K
$7.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
10.4KNew |
$598K - $626K
|
10.4K
$614K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
10.2K+ 74.29% |
$589K - $615K
|
23.9K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
10.2K+ 0.57% |
$588K - $614K
|
1.79M
$106M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
9.95K+ 4.95% |
$575K - $601K
|
211K
$12.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.8K+ 16.17% |
$566K - $592K
|
70.4K
$4.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
9.79K+ 6.94% |
$566K - $592K
|
151K
$8.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
9.65K+ 3.15% |
$557K - $583K
|
316K
$18.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
9.64K+ 3.91% |
$557K - $582K
|
256K
$15.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
9.59K+ 12.38% |
$554K - $579K
|
87.1K
$5.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
9.55K+ 117.79% |
$552K - $577K
|
17.7K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
9.44KNew |
$545K - $570K
|
9.44K
$560K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.43K+ 24.52% |
$545K - $570K
|
47.9K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
9.33K+ 25.19% |
$539K - $563K
|
46.4K
$2.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.31K+ 4.64% |
$538K - $562K
|
210K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.17K+ 3.16% |
$530K - $554K
|
299K
$17.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
8.92KNew |
$515K - $539K
|
8.92K
$529K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.88KNew |
$513K - $536K
|
8.88K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
8.79K+ 20.24% |
$508K - $531K
|
52.2K
$3.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
BUY
|
- |
8.66K+ 38.42% |
$500K - $523K
|
31.2K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
8.54KNew |
$493K - $516K
|
8.54K
$506K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.53K+ 23.39% |
$493K - $515K
|
45K
$2.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
8.44KNew |
$488K - $510K
|
8.44K
$501K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
8.38K+ 12.97% |
$484K - $506K
|
73K
$4.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8.18KNew |
$473K - $494K
|
8.18K
$485K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8K+ 7.75% |
$462K - $483K
|
111K
$6.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
7.94KNew |
$459K - $480K
|
7.94K
$471K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
7.91K+ 8.17% |
$457K - $478K
|
105K
$6.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
7.68K+ 8.73% |
$444K - $464K
|
95.7K
$5.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
7.45KNew |
$430K - $450K
|
7.45K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.32K+ 14.25% |
$423K - $442K
|
58.7K
$3.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.28KNew |
$421K - $440K
|
7.28K
$432K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7.26K+ 4.3% |
$419K - $439K
|
176K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
7.09KNew |
$410K - $428K
|
7.09K
$421K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.83K+ 2.77% |
$395K - $412K
|
253K
$15M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
6.78KNew |
$392K - $410K
|
6.78K
$402K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.58K+ 19.93% |
$380K - $398K
|
39.6K
$2.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
6.57KNew |
$380K - $397K
|
6.57K
$390K
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
6.52K+ 4.18% |
$376K - $394K
|
162K
$9.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.48K+ 11.72% |
$374K - $391K
|
61.8K
$3.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.16KNew |
$356K - $372K
|
6.16K
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.14K+ 153.1% |
$355K - $371K
|
10.2K
$602K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
6.07KNew |
$351K - $367K
|
6.07K
$360K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
6.05KNew |
$350K - $365K
|
6.05K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
6.01K+ 29.79% |
$347K - $363K
|
26.2K
$1.55M
|