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 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
166K+ 1035.13% |
$9.57M - $10M
|
182K
$10.8M
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
20K+ 23.67% |
$1.15M - $1.21M
|
104K
$6.18M
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1K- 8.76% |
$58K - $60.6K
|
10.4K
$620K
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
51.1K+ 48.85% |
$2.95M - $3.09M
|
156K
$9.23M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.8K+ 16.17% |
$566K - $592K
|
70.4K
$4.18M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.92K+ 22.54% |
$169K - $176K
|
15.9K
$942K
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-917- 28.72% |
$53K - $55.4K
|
2.28K
$135K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.22K+ 7.1% |
$128K - $134K
|
33.5K
$1.99M
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
67+ 0.35% |
$3.87K - $4.05K
|
19.3K
$1.14M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.4K+ 995.75% |
$718K - $751K
|
13.7K
$811K
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
161New |
$9.3K - $9.72K
|
161
$9.55K
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-26- 0.26% |
$1.5K - $1.57K
|
9.91K
$587K
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-32.4K- 34.15% |
$1.87M - $1.96M
|
62.4K
$3.7M
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.94KNew |
$286K - $299K
|
4.94K
$293K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.16KNew |
$298K - $312K
|
5.16K
$306K
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
63.1KNew |
$3.65M - $3.81M
|
63.1K
$3.74M
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
72.5KNew |
$4.19M - $4.38M
|
72.5K
$4.3M
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
21.4K+ 4.81% |
$1.24M - $1.29M
|
466K
$27.7M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-511- 2.2% |
$29.5K - $30.9K
|
22.7K
$1.34M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-210- 0.3% |
$12.1K - $12.7K
|
70.6K
$4.19M
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
17.9K+ 201.52% |
$1.04M - $1.08M
|
26.8K
$1.59M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.02K- 19.41% |
$232K - $243K
|
16.7K
$989K
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
400+ 3.27% |
$23.1K - $24.2K
|
12.7K
$750K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
23.1K+ 78.81% |
$1.33M - $1.39M
|
52.4K
$3.11M
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
6.57KNew |
$380K - $397K
|
6.57K
$390K
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
58.3KNew |
$3.37M - $3.52M
|
58.3K
$3.46M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.58K- 8.57% |
$149K - $156K
|
27.6K
$1.63M
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.83K+ 2.73% |
$105K - $110K
|
68.8K
$4.08M
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
7.45KNew |
$430K - $450K
|
7.45K
$441K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-21.6K- 61.11% |
$1.25M - $1.3M
|
13.7K
$815K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.81K+ 22.11% |
$336K - $351K
|
32.1K
$1.9M
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-1.93K- 26.28% |
$111K - $116K
|
5.4K
$320K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.46K- 31.27% |
$142K - $149K
|
5.41K
$321K
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
456+ 9.63% |
$26.3K - $27.5K
|
5.19K
$308K
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-8.11K- 12.46% |
$469K - $490K
|
57K
$3.38M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-155K- 48.65% |
$8.97M - $9.38M
|
164K
$9.72M
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
3.53KNew |
$204K - $213K
|
3.53K
$209K
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
10.9K+ 15.47% |
$629K - $658K
|
81.3K
$4.82M
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
56.6K+ 397.56% |
$3.27M - $3.42M
|
70.8K
$4.2M
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-47.4K- 6.39% |
$2.74M - $2.86M
|
695K
$41.2M
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
164KNew |
$9.45M - $9.88M
|
164K
$9.7M
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
158K+ 18.19% |
$9.13M - $9.55M
|
1.03M
$60.9M
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
76.4K+ 6.98% |
$4.42M - $4.62M
|
1.17M
$69.5M
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
23+ 0.14% |
$1.33K - $1.39K
|
16.5K
$980K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.66K+ 13.79% |
$154K - $161K
|
22K
$1.3M
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-11.4K- 3.94% |
$656K - $686K
|
277K
$16.4M
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.17K+ 78.06% |
$241K - $252K
|
9.51K
$564K
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
1.59K+ 6.19% |
$91.9K - $96K
|
27.3K
$1.62M
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.19K+ 21.02% |
$126K - $132K
|
12.6K
$747K
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
9.79K+ 6.94% |
$566K - $592K
|
151K
$8.95M
|