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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
120New |
$6.89K - $7.13K
|
120
$7.2K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
10.5KNew |
$603K - $624K
|
10.5K
$630K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-654- 3.14% |
$37.6K - $38.8K
|
20.2K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
2.39M+ 11.12% |
$137M - $142M
|
23.9M
$1.43B
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
159KNew |
$9.15M - $9.46M
|
159K
$9.56M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.48KNew |
$200K - $207K
|
3.48K
$209K
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-64.8K- 94.81% |
$3.72M - $3.85M
|
3.55K
$213K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.61K- 16.11% |
$92.3K - $95.5K
|
8.37K
$502K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
820New |
$47.1K - $48.7K
|
820
$49.2K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.31KNew |
$248K - $256K
|
4.31K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1.02K+ 3.1% |
$58.4K - $60.4K
|
33.8K
$2.03M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
65.6KNew |
$3.77M - $3.9M
|
65.6K
$3.94M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.77K+ 0.98% |
$159K - $164K
|
284K
$17M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
794New |
$45.6K - $47.2K
|
794
$47.6K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.81KNew |
$219K - $226K
|
3.81K
$229K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.52KNew |
$202K - $209K
|
3.52K
$211K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-127K- 93.96% |
$7.29M - $7.54M
|
8.16K
$490K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.85KNew |
$394K - $407K
|
6.85K
$411K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
12New |
$689 - $713
|
12
$720
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
2New |
$115 - $119
|
2
$120
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
21.4KNew |
$1.23M - $1.27M
|
21.4K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-65- 32.83% |
$3.73K - $3.86K
|
133
$7.98K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
69New |
$3.96K - $4.1K
|
69
$4.14K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
1.72KNew |
$98.8K - $102K
|
1.72K
$103K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
91New |
$5.23K - $5.41K
|
91
$5.46K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-13.6K- 73.74% |
$781K - $808K
|
4.84K
$291K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
157New |
$9.02K - $9.33K
|
157
$9.42K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
3.75KNew |
$215K - $223K
|
3.75K
$225K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-104K- 28.47% |
$5.98M - $6.18M
|
262K
$15.7M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.01KNew |
$58.2K - $60.2K
|
1.01K
$60.8K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
90New |
$5.17K - $5.35K
|
90
$5.4K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.25KNew |
$129K - $133K
|
2.25K
$135K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
30.7K+ 5.43% |
$1.76M - $1.82M
|
596K
$35.8M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
200+ 28.53% |
$11.5K - $11.9K
|
901
$54.1K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.66KNew |
$95.5K - $98.8K
|
1.66K
$99.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
335New |
$19.2K - $19.9K
|
335
$20.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-86- 5.94% |
$4.94K - $5.11K
|
1.36K
$81.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
67New |
$3.85K - $3.98K
|
67
$4.02K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.84KNew |
$106K - $109K
|
1.84K
$110K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
3.15K+ 33.79% |
$181K - $187K
|
12.5K
$748K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
3.11KNew |
$178K - $185K
|
3.11K
$186K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.37K+ 85.92% |
$193K - $200K
|
7.29K
$437K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
661+ 0.56% |
$38K - $39.3K
|
119K
$7.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-8.06K- 19.13% |
$463K - $479K
|
34.1K
$2.04M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-996- 6.2% |
$57.2K - $59.2K
|
15.1K
$904K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-52- 13.13% |
$2.99K - $3.09K
|
344
$20.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
518+ 14.19% |
$29.8K - $30.8K
|
4.17K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-33- 0.51% |
$1.9K - $1.96K
|
6.46K
$387K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
34+ 121.43% |
$1.95K - $2.02K
|
62
$3.72K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
12.5K+ 64.93% |
$717K - $742K
|
31.7K
$1.9M
|
|