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 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.19K+ 21.02% |
$126K - $132K
|
12.6K
$747K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.18K+ 440.2% |
$126K - $132K
|
2.67K
$159K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.14K+ 8.7% |
$124K - $129K
|
26.8K
$1.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.1KNew |
$121K - $127K
|
2.1K
$124K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
2.09K+ 16.63% |
$121K - $126K
|
14.7K
$870K
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2.07K+ 13.0% |
$120K - $125K
|
18K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.07K+ 1881.82% |
$120K - $125K
|
2.18K
$129K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2.03KNew |
$117K - $123K
|
2.03K
$120K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.97K+ 331.82% |
$114K - $119K
|
2.57K
$152K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.97K+ 4.73% |
$114K - $119K
|
43.7K
$2.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.96K+ 4.02% |
$113K - $119K
|
50.8K
$3.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.87K+ 8.48% |
$108K - $113K
|
23.9K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.84KNew |
$106K - $111K
|
1.84K
$109K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.83K+ 2.73% |
$105K - $110K
|
68.8K
$4.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.8KNew |
$104K - $108K
|
1.8K
$106K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.77K+ 27.79% |
$102K - $107K
|
8.12K
$481K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.76K+ 12.07% |
$102K - $106K
|
16.3K
$969K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
BUY
|
- |
1.75K+ 2.02% |
$101K - $105K
|
88.4K
$5.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.67K+ 7.14% |
$96.6K - $101K
|
25.1K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.64K+ 12.56% |
$94.9K - $99.2K
|
14.7K
$873K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.63K+ 2.58% |
$94.4K - $98.7K
|
65.1K
$3.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.6K+ 20.46% |
$92.5K - $96.7K
|
9.43K
$559K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.6K+ 1.79% |
$92.4K - $96.6K
|
91.2K
$5.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
1.59K+ 6.19% |
$91.9K - $96K
|
27.3K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.53K+ 4.15% |
$88.3K - $92.3K
|
38.3K
$2.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.51KNew |
$87.2K - $91.2K
|
1.51K
$89.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.38K+ 2.78% |
$79.7K - $83.3K
|
51K
$3.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.37K+ 6.56% |
$78.9K - $82.5K
|
22.2K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1.33K+ 2.14% |
$76.6K - $80.1K
|
63.1K
$3.74M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1.32K+ 6.24% |
$76.4K - $79.9K
|
22.5K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.29K+ 12.33% |
$74.8K - $78.2K
|
11.8K
$699K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.27K+ 20.24% |
$73.3K - $76.6K
|
7.53K
$447K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.27KNew |
$73.2K - $76.5K
|
1.27K
$75.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.26K+ 1.74% |
$72.6K - $75.9K
|
73.4K
$4.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.2K+ 0.94% |
$69.5K - $72.7K
|
129K
$7.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.18K+ 2.73% |
$68.2K - $71.3K
|
44.5K
$2.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.13K+ 29.01% |
$65.3K - $68.3K
|
5.03K
$298K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.09K+ 6.98% |
$63.2K - $66K
|
16.8K
$993K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.07K+ 2.36% |
$61.6K - $64.4K
|
46.2K
$2.74M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
1.07K+ 142.0% |
$61.5K - $64.3K
|
1.82K
$108K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.06K+ 6606.25% |
$61.1K - $63.8K
|
1.07K
$63.6K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.05K+ 4.94% |
$60.4K - $63.1K
|
22.2K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.02K+ 363.8% |
$58.6K - $61.3K
|
1.29K
$76.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
985+ 4.84% |
$56.9K - $59.5K
|
21.3K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
954+ 18.9% |
$55.1K - $57.6K
|
6K
$356K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
952+ 13.89% |
$55K - $57.5K
|
7.81K
$463K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
941+ 19.13% |
$54.4K - $56.8K
|
5.86K
$347K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
908+ 85.18% |
$52.5K - $54.8K
|
1.97K
$117K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
885New |
$51.1K - $53.5K
|
885
$52.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
864+ 1.83% |
$49.9K - $52.2K
|
48.1K
$2.85M
|