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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
26.3KNew |
$1.53M - $1.57M
|
26.3K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
24.8KNew |
$1.44M - $1.47M
|
24.8K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
18.1KNew |
$1.05M - $1.08M
|
18.1K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.8KNew |
$511K - $524K
|
8.8K
$522K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
8.78KNew |
$510K - $522K
|
8.78K
$520K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
8.52K+ 15.56% |
$495K - $507K
|
63.2K
$3.75M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.2K+ 0.78% |
$476K - $488K
|
1.05M
$62.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.43KNew |
$374K - $383K
|
6.43K
$382K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
5.85KNew |
$340K - $348K
|
5.85K
$347K
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.43KNew |
$315K - $323K
|
5.43K
$322K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.42KNew |
$257K - $263K
|
4.42K
$262K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.62KNew |
$210K - $216K
|
3.62K
$215K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.39K+ 9.09% |
$138K - $142K
|
28.6K
$1.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.92KNew |
$111K - $114K
|
1.92K
$114K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.02KNew |
$59K - $60.5K
|
1.02K
$60.2K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
795New |
$46.2K - $47.3K
|
795
$47.1K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
436New |
$25.3K - $26K
|
436
$25.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
369+ 10.55% |
$21.4K - $22K
|
3.87K
$229K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
334New |
$19.4K - $19.9K
|
334
$19.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
331New |
$19.2K - $19.7K
|
331
$19.6K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
327New |
$19K - $19.5K
|
327
$19.4K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
258+ 7.51% |
$15K - $15.4K
|
3.69K
$219K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
200New |
$11.6K - $11.9K
|
200
$11.9K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
168+ 53.67% |
$9.76K - $10K
|
481
$28.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
150+ 27.22% |
$8.71K - $8.93K
|
701
$41.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
100+ 0.47% |
$5.81K - $5.95K
|
21.3K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
91+ 2.66% |
$5.28K - $5.42K
|
3.51K
$208K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
78New |
$4.53K - $4.64K
|
78
$4.63K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
53+ 0.54% |
$3.08K - $3.15K
|
9.95K
$590K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
51New |
$2.96K - $3.04K
|
51
$3.02K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
39New |
$2.26K - $2.32K
|
39
$2.31K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
29New |
$1.68K - $1.73K
|
29
$1.72K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
11New |
$639 - $655
|
11
$652
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
5New |
$290 - $298
|
5
$297
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
BUY
|
- |
1.12MNew |
$63.1M - $66.9M
|
1.12M
$66.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
246KNew |
$13.8M - $14.7M
|
246K
$14.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
199KNew |
$11.2M - $11.8M
|
199K
$11.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
137KNew |
$7.7M - $8.16M
|
137K
$8.13M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
117KNew |
$6.56M - $6.96M
|
117K
$6.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Rainwater Charitable Foundation
|
BUY
|
- |
89K+ 31.78% |
$4.99M - $5.29M
|
369K
$21.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
76.3KNew |
$4.28M - $4.54M
|
76.3K
$4.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
40KNew |
$2.25M - $2.38M
|
40K
$2.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
27.8KNew |
$1.56M - $1.65M
|
27.8K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
27.2KNew |
$1.53M - $1.62M
|
27.2K
$1.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
24.1K+ 58.1% |
$1.35M - $1.43M
|
65.5K
$3.89M
|
|
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
14.8KNew |
$831K - $881K
|
14.8K
$878K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
10.4K+ 39.91% |
$584K - $619K
|
36.5K
$2.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.89KNew |
$555K - $588K
|
9.89K
$586K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.65KNew |
$542K - $574K
|
9.65K
$572K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6.79KNew |
$381K - $404K
|
6.79K
$403K
|
|