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 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.16KNew |
$182K - $191K
|
3.16K
$184K
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
4.21KNew |
$243K - $254K
|
4.21K
$246K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-901K- 97.24% |
$52.1M - $54.4M
|
25.6K
$1.49M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
117KNew |
$6.75M - $7.06M
|
117K
$6.82M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.37K+ 6.56% |
$78.9K - $82.5K
|
22.2K
$1.29M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
9.95K+ 4.95% |
$575K - $601K
|
211K
$12.3M
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-827- 2.23% |
$47.8K - $50K
|
36.3K
$2.12M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-45.8K- 60.78% |
$2.65M - $2.77M
|
29.5K
$1.72M
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
6+ 0.01% |
$347 - $362
|
44.8K
$2.61M
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
200K+ 102.56% |
$11.6M - $12.1M
|
395K
$23M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.88K+ 15.2% |
$167K - $174K
|
21.9K
$1.28M
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.51KNew |
$87.2K - $91.2K
|
1.51K
$88.1K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.44KNew |
$199K - $208K
|
3.44K
$201K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17.4K+ 7.49% |
$1.01M - $1.05M
|
250K
$14.6M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.81K- 61.54% |
$335K - $351K
|
3.63K
$212K
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-1.54K- 2.33% |
$88.9K - $93K
|
64.4K
$3.76M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-64.1K- 15.68% |
$3.7M - $3.87M
|
345K
$20.1M
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
420+ 3.59% |
$24.3K - $25.4K
|
12.1K
$707K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.04K- 7.79% |
$60.1K - $62.8K
|
12.3K
$718K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
2.21K+ 3.4% |
$128K - $133K
|
67.2K
$3.92M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.79K+ 50.47% |
$277K - $289K
|
14.3K
$832K
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
4.52K+ 1.79% |
$261K - $273K
|
257K
$15M
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
9.65K+ 3.15% |
$557K - $583K
|
316K
$18.4M
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-21.4K- 2.12% |
$1.24M - $1.3M
|
991K
$57.8M
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
512New |
$29.6K - $30.9K
|
512
$29.9K
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
33.3K+ 5.94% |
$1.92M - $2.01M
|
594K
$34.6M
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
103New |
$5.95K - $6.22K
|
103
$6.01K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.8K+ 28.31% |
$624K - $652K
|
48.9K
$2.85M
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
10.8K+ 8.7% |
$623K - $651K
|
135K
$7.85M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
48.1KNew |
$2.78M - $2.9M
|
48.1K
$2.8M
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
111KNew |
$6.44M - $6.73M
|
111K
$6.5M
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
250New |
$14.4K - $15.1K
|
250
$14.6K
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-39.3K- 30.79% |
$2.27M - $2.37M
|
88.3K
$5.15M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-21- 0.45% |
$1.21K - $1.27K
|
4.66K
$272K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-35- 7.9% |
$2.02K - $2.11K
|
408
$23.8K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-9.92K- 34.99% |
$573K - $599K
|
18.4K
$1.08M
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-12K- 71.65% |
$694K - $725K
|
4.75K
$277K
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
42.1KNew |
$2.43M - $2.55M
|
42.1K
$2.46M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
836+ 17.1% |
$48.3K - $50.5K
|
5.73K
$334K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.06K+ 6606.25% |
$61.1K - $63.8K
|
1.07K
$62.6K
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
836+ 7.75% |
$48.3K - $50.5K
|
11.6K
$678K
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-15.1K- 2.01% |
$873K - $913K
|
738K
$43.1M
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.89K+ 22.43% |
$167K - $174K
|
15.8K
$919K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-36- 17.14% |
$2.08K - $2.17K
|
174
$10.1K
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
25K+ 4.64% |
$1.45M - $1.51M
|
565K
$32.9M
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.1K+ 14.06% |
$644K - $673K
|
90.4K
$5.27M
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
317New |
$18.3K - $19.1K
|
317
$18.5K
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
13.2KNew |
$764K - $798K
|
13.2K
$771K
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
6+ 0.12% |
$347 - $362
|
4.99K
$291K
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
22.4KNew |
$1.29M - $1.35M
|
22.4K
$1.3M
|