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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-790- 16.27% |
$44.4K - $47K
|
4.07K
$238K
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.47KNew |
$195K - $206K
|
3.47K
$202K
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
27.2KNew |
$1.53M - $1.62M
|
27.2K
$1.59M
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
87New |
$4.89K - $5.18K
|
87
$5.08K
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
86New |
$4.83K - $5.12K
|
86
$5.03K
|
|
Feb 13, 2024
Q4 2023
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
BUY
|
- |
1.12MNew |
$63.1M - $66.9M
|
1.12M
$65.7M
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
3.4KNew |
$191K - $202K
|
3.4K
$198K
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-10.6K- 2.23% |
$593K - $628K
|
464K
$27.1M
|
|
Feb 12, 2024
Q4 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
4.62KNew |
$259K - $275K
|
4.62K
$270K
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.71KNew |
$264K - $280K
|
4.71K
$275K
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5.18KNew |
$291K - $308K
|
5.18K
$302K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.89KNew |
$555K - $588K
|
9.89K
$578K
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
56.1KNew |
$3.15M - $3.34M
|
56.1K
$3.28M
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
199KNew |
$11.2M - $11.8M
|
199K
$11.6M
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
866+ 53.36% |
$48.6K - $51.5K
|
2.49K
$145K
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6.79KNew |
$381K - $404K
|
6.79K
$397K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
20New |
$1.12K - $1.19K
|
20
$1.17K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.1KNew |
$61.8K - $65.5K
|
1.1K
$64.3K
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
3.46KNew |
$194K - $206K
|
3.46K
$202K
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.17K+ 3.57% |
$234K - $248K
|
121K
$7.07M
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.65KNew |
$542K - $574K
|
9.65K
$564K
|
|
Feb 06, 2024
Q4 2023
|
Rainwater Charitable Foundation
|
BUY
|
- |
89K+ 31.78% |
$4.99M - $5.29M
|
369K
$21.6M
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
10.4K+ 39.91% |
$584K - $619K
|
36.5K
$2.13M
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
41+ 11.2% |
$2.3K - $2.44K
|
407
$23.8K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
102New |
$5.73K - $6.07K
|
102
$5.96K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-119- 83.22% |
$6.68K - $7.08K
|
24
$1.4K
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.47KNew |
$82.7K - $87.7K
|
1.47K
$86.1K
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
448+ 12.34% |
$25.2K - $26.7K
|
4.08K
$238K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.11KNew |
$62.5K - $66.2K
|
1.11K
$65K
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.81KNew |
$326K - $346K
|
5.81K
$340K
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
43New |
$2.41K - $2.56K
|
43
$2.51K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-687- 4.51% |
$38.6K - $40.9K
|
14.5K
$850K
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
24.1K+ 58.1% |
$1.35M - $1.43M
|
65.5K
$3.83M
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
28New |
$1.57K - $1.67K
|
28
$1.64K
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
84+ 1.05% |
$4.72K - $5K
|
8.08K
$472K
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
76.3KNew |
$4.28M - $4.54M
|
76.3K
$4.46M
|
|
Jan 19, 2024
Q4 2023
|
Marks Wealth, LLC
|
BUY
|
- |
4.25KNew |
$239K - $253K
|
4.25K
$248K
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
877New |
$49.2K - $52.2K
|
877
$51.3K
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
3.87KNew |
$217K - $230K
|
3.87K
$226K
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
261New |
$14.7K - $15.5K
|
261
$15.3K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
44New |
$2.47K - $2.62K
|
44
$2.57K
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
6+ 1.14% |
$337 - $357
|
533
$31.1K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
99New |
$5.56K - $5.89K
|
99
$5.79K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.05KNew |
$59K - $62.5K
|
1.05K
$61.4K
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
137KNew |
$7.7M - $8.16M
|
137K
$8.01M
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
27.8KNew |
$1.56M - $1.65M
|
27.8K
$1.62M
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.1KNew |
$118K - $125K
|
2.1K
$123K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-5.62K- 23.31% |
$316K - $335K
|
18.5K
$1.08M
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-537- 91.48% |
$30.2K - $32K
|
50
$2.92K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3KNew |
$168K - $179K
|
3K
$175K
|