Latest Institutional Purchases of Vanguard Intermediate Term Tre (VGIT)
This list provides information on the latest institutional transactions involving Vanguard Intermediate Term Tre (VGIT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
1.91M+ 6077.9% |
$110M - $115M
|
1.94M
$112M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.64MNew |
$94.7M - $99M
|
1.64M
$94.7M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.44M+ 134.38% |
$83.3M - $87M
|
2.51M
$145M
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.28M+ 8.13% |
$74.2M - $77.5M
|
17.1M
$987M
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
1.09MNew |
$62.7M - $65.5M
|
1.09M
$62.7M
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
954K+ 142.75% |
$55.1M - $57.6M
|
1.62M
$93.8M
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
865KNew |
$50M - $52.2M
|
865K
$50M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
504K+ 9.98% |
$29.1M - $30.4M
|
5.55M
$321M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
469KNew |
$27.1M - $28.3M
|
469K
$27.1M
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
369KNew |
$21.3M - $22.3M
|
369K
$21.3M
|
|
Feb 10, 2025
Q4 2024
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
348KNew |
$20.1M - $21M
|
348K
$20.1M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
286K+ 890.43% |
$16.5M - $17.3M
|
318K
$18.4M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
259K+ 926.37% |
$15M - $15.6M
|
287K
$16.6M
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
218K+ 12065.45% |
$12.6M - $13.1M
|
219K
$12.7M
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
216KNew |
$12.5M - $13M
|
216K
$12.5M
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
216KNew |
$12.5M - $13M
|
216K
$12.5M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
208K+ 8.57% |
$12M - $12.6M
|
2.63M
$152M
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
207K+ 2.45% |
$11.9M - $12.5M
|
8.64M
$500M
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
200K+ 102.56% |
$11.6M - $12.1M
|
395K
$22.8M
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
189K+ 44.08% |
$10.9M - $11.4M
|
619K
$35.8M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
169K+ 2100.75% |
$9.76M - $10.2M
|
177K
$10.2M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
166K+ 1035.13% |
$9.57M - $10M
|
182K
$10.5M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
165K+ 457.17% |
$9.54M - $9.98M
|
201K
$11.6M
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
165KNew |
$9.52M - $9.96M
|
165K
$9.53M
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
164KNew |
$9.45M - $9.88M
|
164K
$9.46M
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
158K+ 18.19% |
$9.13M - $9.55M
|
1.03M
$59.4M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
150K+ 107.24% |
$8.66M - $9.05M
|
289K
$16.7M
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
144KNew |
$8.3M - $8.67M
|
144K
$8.3M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
136K+ 742.99% |
$7.84M - $8.19M
|
154K
$8.9M
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
134KNew |
$7.75M - $8.1M
|
134K
$7.75M
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
133K+ 4.99% |
$7.66M - $8.01M
|
2.79M
$161M
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
130KNew |
$7.53M - $7.87M
|
130K
$7.53M
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
127KNew |
$7.32M - $7.66M
|
127K
$7.33M
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
122KNew |
$7.04M - $7.35M
|
122K
$7.04M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
117KNew |
$6.75M - $7.06M
|
117K
$6.76M
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
116K+ 5.72% |
$6.73M - $7.03M
|
2.15M
$124M
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
115KNew |
$6.63M - $6.93M
|
115K
$6.64M
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
111KNew |
$6.44M - $6.73M
|
111K
$6.44M
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
95.4K+ 42.74% |
$5.51M - $5.76M
|
318K
$18.4M
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
93.6K+ 79.24% |
$5.41M - $5.65M
|
212K
$12.2M
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
89K+ 20.39% |
$5.14M - $5.37M
|
525K
$30.4M
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
86.6K+ 6.06% |
$5M - $5.23M
|
1.52M
$87.6M
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
86.2K+ 16.83% |
$4.98M - $5.21M
|
598K
$34.6M
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
85.2K+ 18.29% |
$4.92M - $5.14M
|
551K
$31.9M
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
82.4K+ 17.53% |
$4.76M - $4.98M
|
553K
$32M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
78.9K+ 50242.04% |
$4.56M - $4.76M
|
79K
$4.57M
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
78.6K+ 5.94% |
$4.54M - $4.75M
|
1.4M
$81.1M
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
76.4K+ 6.98% |
$4.42M - $4.62M
|
1.17M
$67.7M
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
74.2K+ 1.16% |
$4.29M - $4.48M
|
6.47M
$374M
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
72.5KNew |
$4.19M - $4.38M
|
72.5K
$4.19M
|