Heritage Financial Services, LLC Vanguard Intermediate Term Tre Transaction History

Heritage Financial Services, LLC

$1.09 Billion
Q3 2025

A detailed history of Heritage Financial Services, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Heritage Financial Services, LLC holds 4,409,449 shares of VGIT stock, worth $265 Million. This represents 24.33% of its overall portfolio holdings.

Number of Shares

4,409,449

Previous 4,225,407 4.36%

Holding current value

$265 Million

Previous $253 Million 4.74%

% of portfolio

24.33%

Previous 24.87%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$58.97 - $60.36 $10.9 Million - $11.1 Million	184,042 Added 4.36%	4,409,449 $265 Million
Q2 2025 Jul 18, 2025	SELL	$58.63 - $59.9 $357,936 - $365,689	-6,105 Reduced 0.14%	4,225,407 $253 Million
Q1 2025 May 14, 2025	BUY	$57.44 - $59.4 $82.8 Million - $85.6 Million	1,440,742 Added 51.63%	4,231,512 $251 Million
Q4 2024 Jan 23, 2025	BUY	$57.78 - $60.4 $7.66 Million - $8.01 Million	132,615 Added 4.99%	2,790,770 $162 Million
Q3 2024 Oct 23, 2024	BUY	$57.8 - $60.8 $5.9 Million - $6.21 Million	102,065 Added 3.99%	2,658,155 $161 Million

Q2 2024 Jul 23, 2024	BUY	$57.14 - $58.53 $4.86 Million - $4.98 Million	85,009 Added 3.44%	2,556,090 $149 Million
Q1 2024 May 14, 2024	BUY	$58.07 - $59.52 $12.1 Million - $12.4 Million	208,744 Added 9.23%	2,471,081 $145 Million
Q4 2023 Feb 02, 2024	BUY	$56.15 - $59.51 $12 Million - $12.8 Million	214,327 Added 10.47%	2,262,337 $134 Million
Q3 2023 Oct 19, 2023	BUY	$56.93 - $59.05 $8.42 Million - $8.73 Million	147,827 Added 7.78%	2,048,010 $117 Million
Q2 2023 Jul 31, 2023	BUY	$58.61 - $60.65 $6.69 Million - $6.92 Million	114,134 Added 6.39%	1,900,183 $111 Million
Q1 2023 May 10, 2023	BUY	$57.72 - $60.39 $13.8 Million - $14.5 Million	239,333 Added 15.47%	1,786,049 $107 Million
Q4 2022 Jan 27, 2023	BUY	$57.14 - $59.67 $88.4 Million - $92.3 Million	1,546,716 New	1,546,716 $0

Others Institutions Holding VGIT

# of Institutions

914

Shares Held

427M

Call Options Held

Put Options Held

5.4K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Financial Services, LLC with notifications on news.

Account

Heritage Financial Services, LLC Vanguard Intermediate Term Tre Transaction History