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 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.1K+ 12.11% |
$237K - $247K
|
37.9K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.04K+ 13.2% |
$233K - $244K
|
34.6K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.86K+ 4.82% |
$223K - $233K
|
83.9K
$4.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3.84KNew |
$222K - $232K
|
3.84K
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.81K+ 11.15% |
$220K - $230K
|
37.9K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.79K+ 70.55% |
$219K - $229K
|
9.16K
$543K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.79K+ 131.5% |
$219K - $229K
|
6.67K
$395K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.76KNew |
$217K - $227K
|
3.76K
$223K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3.75K+ 66.61% |
$217K - $226K
|
9.37K
$556K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
3.72KNew |
$215K - $225K
|
3.72K
$221K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.68K+ 9.3% |
$212K - $222K
|
43.2K
$2.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.65KNew |
$211K - $220K
|
3.65K
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
3.58K+ 4.72% |
$207K - $216K
|
79.4K
$4.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
3.58K+ 4.18% |
$207K - $216K
|
89.4K
$5.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
3.53KNew |
$204K - $213K
|
3.53K
$209K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3.46KNew |
$200K - $209K
|
3.46K
$205K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
3.46KNew |
$200K - $209K
|
3.46K
$205K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.44KNew |
$199K - $208K
|
3.44K
$204K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.41K+ 32.19% |
$197K - $206K
|
14K
$830K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
3.4K+ 4.46% |
$197K - $205K
|
79.7K
$4.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.34K+ 50.28% |
$193K - $202K
|
9.98K
$592K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.31K+ 30.41% |
$191K - $200K
|
14.2K
$842K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.16KNew |
$182K - $191K
|
3.16K
$187K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.15K+ 34.05% |
$182K - $190K
|
12.4K
$736K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.13K+ 16.06% |
$181K - $189K
|
22.6K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.1K+ 6.31% |
$179K - $187K
|
52.3K
$3.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.01K+ 13.91% |
$174K - $182K
|
24.6K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3KNew |
$173K - $181K
|
3K
$178K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.98K+ 49.97% |
$172K - $180K
|
8.94K
$530K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.97KNew |
$171K - $179K
|
2.97K
$176K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.92K+ 22.54% |
$169K - $176K
|
15.9K
$942K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.91K+ 3.02% |
$168K - $176K
|
99.3K
$5.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.9K+ 2.94% |
$168K - $175K
|
101K
$6.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.89K+ 22.43% |
$167K - $174K
|
15.8K
$934K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
2.89K+ 1.84% |
$167K - $174K
|
160K
$9.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
2.89K+ 8.65% |
$167K - $174K
|
36.2K
$2.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.88K+ 15.2% |
$167K - $174K
|
21.9K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.84K+ 6.07% |
$164K - $171K
|
49.6K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2.69K+ 0.75% |
$155K - $162K
|
362K
$21.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.68K+ 65.13% |
$155K - $162K
|
6.8K
$403K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.66K+ 13.79% |
$154K - $161K
|
22K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
2.57K+ 11.32% |
$148K - $155K
|
25.3K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.53K+ 2.98% |
$146K - $153K
|
87.5K
$5.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.47K+ 4.06% |
$143K - $149K
|
63.3K
$3.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.35K+ 16.82% |
$136K - $142K
|
16.3K
$967K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2.25K+ 1.11% |
$130K - $136K
|
204K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.25K+ 29.05% |
$130K - $136K
|
9.98K
$592K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.22K+ 32.22% |
$128K - $134K
|
9.12K
$541K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.22K+ 7.1% |
$128K - $134K
|
33.5K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
2.21K+ 3.4% |
$128K - $133K
|
67.2K
$3.98M
|