Institutional Ownership Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT). We have compiled data on the 852 institutions that hold shares in the stock, with a total of 404 Million shares, which have been reported (via 13F filing form) to have a value of $23.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
365,634
shares
|
$21.4 Million
1.93% of portfolio
|
Q4 2024
Reduced 82.85%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
362,417
shares
|
$21.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 34.61%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
361,864
shares
|
$21.2 Million
0.43% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
361,851
shares
|
$21.2 Million
5.03% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
357,669
shares
|
$20.9 Million
10.91% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
356,738
shares
|
$20.9 Million
1.73% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
United Wealth Management, LLC
Charlottesville, VA |
Feb 10, 2025 Q4 2024 |
347,561
shares
|
$20.3 Million
6.79% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
347,251
shares
|
$20.3 Million
0.04% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
344,627
shares
|
$20.2 Million
0.08% of portfolio
|
Q4 2024
Reduced 15.68%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
335,667
shares
|
$19.6 Million
1.48% of portfolio
|
Q2 2022
Reduced 0.74%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
327,548
shares
|
$19.2 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
318,786
shares
|
$18.7 Million
5.5% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
318,482
shares
|
$18.6 Million
1.65% of portfolio
|
Q4 2024
Added 42.74%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
318,047
shares
|
$18.6 Million
0.19% of portfolio
|
Q4 2024
Added 890.43%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
315,554
shares
|
$18.5 Million
7.01% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
299,289
shares
|
$17.5 Million
0.03% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
293,914
shares
|
$17.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.72%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
293,678
shares
|
$17.2 Million
1.46% of portfolio
|
Q4 2024
Added 9.0%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
291,191
shares
|
$17 Million
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
290,265
shares
|
$17 Million
1.27% of portfolio
|
Q3 2023
Reduced 4.79%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
289,492
shares
|
$16.9 Million
0.1% of portfolio
|
Q4 2024
Added 107.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
287,834
shares
|
$16.8 Million
0.6% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
286,798
shares
|
$16.8 Million
0.1% of portfolio
|
Q4 2024
Added 926.37%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
280,832
shares
|
$16.4 Million
5.53% of portfolio
|
Q4 2024
Added 9.78%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
277,007
shares
|
$16.2 Million
2.55% of portfolio
|
Q4 2024
Reduced 3.94%
|