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 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
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.11KNew |
$343K - $363K
|
6.11K
$362K
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.81KNew |
$326K - $346K
|
5.81K
$345K
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5.18KNew |
$291K - $308K
|
5.18K
$307K
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.71KNew |
$264K - $280K
|
4.71K
$279K
|
|
Feb 12, 2024
Q4 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
4.62KNew |
$259K - $275K
|
4.62K
$274K
|
|
Jan 19, 2024
Q4 2023
|
Marks Wealth, LLC
|
BUY
|
- |
4.25KNew |
$239K - $253K
|
4.25K
$252K
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
4.21KNew |
$236K - $250K
|
4.21K
$249K
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.17K+ 3.57% |
$234K - $248K
|
121K
$7.17M
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
3.87KNew |
$217K - $230K
|
3.87K
$229K
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.47KNew |
$195K - $206K
|
3.47K
$205K
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
3.46KNew |
$194K - $206K
|
3.46K
$205K
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
3.4KNew |
$191K - $202K
|
3.4K
$201K
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
3.11KNew |
$174K - $185K
|
3.11K
$184K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3KNew |
$168K - $179K
|
3K
$178K
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.65KNew |
$149K - $158K
|
2.65K
$157K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.1KNew |
$118K - $125K
|
2.1K
$125K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.18KNew |
$66K - $70K
|
1.18K
$69.7K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.11KNew |
$62.5K - $66.2K
|
1.11K
$66K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.1KNew |
$61.8K - $65.5K
|
1.1K
$65.2K
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
877New |
$49.2K - $52.2K
|
877
$52K
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
866+ 53.36% |
$48.6K - $51.5K
|
2.49K
$148K
|
|
Feb 10, 2025
Q4 2023
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
473+ 4.04% |
$26.6K - $28.1K
|
12.2K
$722K
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
448+ 12.34% |
$25.2K - $26.7K
|
4.08K
$242K
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
261New |
$14.7K - $15.5K
|
261
$15.5K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
234+ 19.97% |
$13.1K - $13.9K
|
1.41K
$83.4K
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
162New |
$9.1K - $9.64K
|
162
$9.6K
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
102New |
$5.73K - $6.07K
|
102
$6.05K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
99New |
$5.56K - $5.89K
|
99
$5.87K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
87New |
$4.89K - $5.18K
|
87
$5.16K
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
86New |
$4.83K - $5.12K
|
86
$5.1K
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
84+ 1.05% |
$4.72K - $5K
|
8.08K
$479K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
73New |
$4.1K - $4.34K
|
73
$4.33K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
56New |
$3.14K - $3.33K
|
56
$3.32K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
44New |
$2.47K - $2.62K
|
44
$2.61K
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
43New |
$2.41K - $2.56K
|
43
$2.55K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
41+ 11.2% |
$2.3K - $2.44K
|
407
$24.1K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
28New |
$1.57K - $1.67K
|
28
$1.66K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
20New |
$1.12K - $1.19K
|
20
$1.19K
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
6+ 1.14% |
$337 - $357
|
533
$31.6K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Investment Management Associates Inc
|
BUY
|
- |
296KNew |
$16.9M - $17.5M
|
296K
$17.6M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
291KNew |
$16.6M - $17.2M
|
291K
$17.3M
|
|
Oct 12, 2023
Q3 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
136KNew |
$7.72M - $8M
|
136K
$8.04M
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
105KNew |
$5.97M - $6.2M
|
105K
$6.22M
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
87.1KNew |
$4.96M - $5.14M
|
87.1K
$5.16M
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
77.1K+ 395.34% |
$4.39M - $4.55M
|
96.6K
$5.73M
|