Latest Institutional Transactions on Vanguard Intermediate Term Tre (VGIT)
This table provides information on the latest institutional transactions involving Vanguard Intermediate Term Tre (VGIT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
54.7KNew |
$3.16M - $3.31M
|
54.7K
$3.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
59New |
$3.41K - $3.56K
|
59
$3.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
166+ 6.36% |
$9.59K - $10K
|
2.78K
$165K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.65KNew |
$211K - $220K
|
3.65K
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
133K+ 4.99% |
$7.66M - $8.01M
|
2.79M
$165M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.09K+ 6.98% |
$63.2K - $66K
|
16.8K
$993K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.42KNew |
$256K - $267K
|
4.42K
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
271+ 7.43% |
$15.7K - $16.4K
|
3.92K
$232K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
5.01K+ 60.56% |
$289K - $302K
|
13.3K
$787K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
65+ 0.42% |
$3.76K - $3.93K
|
15.7K
$930K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-660- 7.81% |
$38.1K - $39.9K
|
7.79K
$462K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-10.6K- 42.36% |
$615K - $643K
|
14.5K
$859K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
7.91K+ 8.17% |
$457K - $478K
|
105K
$6.21M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
80+ 140.35% |
$4.62K - $4.83K
|
137
$8.12K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
549+ 6.08% |
$31.7K - $33.2K
|
9.58K
$568K
|
|
|
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 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-169- 3.93% |
$9.76K - $10.2K
|
4.14K
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.02K- 1.7% |
$58.8K - $61.4K
|
58.8K
$3.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
41.9KNew |
$2.42M - $2.53M
|
41.9K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.6K+ 5.73% |
$1.13M - $1.18M
|
362K
$21.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
8.38K+ 12.97% |
$484K - $506K
|
73K
$4.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.14K+ 8.7% |
$124K - $129K
|
26.8K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-5.98K- 9.3% |
$346K - $361K
|
58.3K
$3.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.64K+ 12.56% |
$94.9K - $99.2K
|
14.7K
$873K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
941+ 19.13% |
$54.4K - $56.8K
|
5.86K
$347K
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
44.3K+ 5.63% |
$2.56M - $2.68M
|
832K
$49.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
20K+ 4.89% |
$1.15M - $1.21M
|
429K
$25.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-242- 1.55% |
$14K - $14.6K
|
15.4K
$913K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-8.19K- 7.45% |
$473K - $495K
|
102K
$6.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-306- 7.18% |
$17.7K - $18.5K
|
3.96K
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
82New |
$4.74K - $4.95K
|
82
$4.86K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.47K+ 4.06% |
$143K - $149K
|
63.3K
$3.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
25K+ 9.78% |
$1.45M - $1.51M
|
281K
$16.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
202+ 13.36% |
$11.7K - $12.2K
|
1.71K
$102K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
369KNew |
$21.3M - $22.3M
|
369K
$21.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
2.89K+ 8.65% |
$167K - $174K
|
36.2K
$2.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-476- 43.79% |
$27.5K - $28.8K
|
611
$36.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
487+ 75.5% |
$28.1K - $29.4K
|
1.13K
$67.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.96K+ 4.02% |
$113K - $119K
|
50.8K
$3.01M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
16.1KNew |
$929K - $971K
|
16.1K
$953K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-280- 9.57% |
$16.2K - $16.9K
|
2.65K
$157K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
509+ 0.29% |
$29.4K - $30.7K
|
174K
$10.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-20.4K- 4.81% |
$1.18M - $1.23M
|
405K
$24M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.3K- 4.76% |
$75.1K - $78.5K
|
26K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-94.3K- 15.8% |
$5.45M - $5.7M
|
503K
$29.8M
|
|
|
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
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
67.6KNew |
$3.91M - $4.08M
|
67.6K
$4.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
410+ 1.95% |
$23.7K - $24.8K
|
21.4K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
15.5KNew |
$894K - $935K
|
15.5K
$918K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
57.4K+ 12.19% |
$3.32M - $3.47M
|
528K
$31.3M
|