Purchases and Sales Made in Q1 2024 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD INTERMEDIATE-TERM TRE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.62KNew |
$210K - $215K
|
3.62K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
3.61K+ 3.08% |
$209K - $215K
|
120K
$7.01M
|
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
3.59K+ 1.58% |
$209K - $214K
|
232K
$13.5M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.54K+ 11.74% |
$206K - $211K
|
33.7K
$1.96M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.42KNew |
$199K - $204K
|
3.42K
$199K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3.41K+ 26.2% |
$198K - $203K
|
16.4K
$956K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3.38K+ 80.07% |
$196K - $201K
|
7.6K
$442K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.32K+ 26.44% |
$193K - $197K
|
15.9K
$923K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
3.03K+ 4.74% |
$176K - $180K
|
66.9K
$3.9M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3K+ 49.43% |
$174K - $179K
|
9.08K
$529K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.92K+ 63.48% |
$170K - $174K
|
7.52K
$438K
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
2.9K+ 2.18% |
$168K - $172K
|
136K
$7.89M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.9K+ 30.28% |
$168K - $172K
|
12.5K
$725K
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
2.87K+ 18.57% |
$167K - $171K
|
18.4K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.66K+ 24.14% |
$155K - $159K
|
13.7K
$797K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
2.66K+ 1.19% |
$154K - $158K
|
225K
$13.1M
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
2.64K+ 2.2% |
$153K - $157K
|
123K
$7.15M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.53K+ 9.5% |
$147K - $150K
|
29.1K
$1.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.39K+ 9.09% |
$138K - $142K
|
28.6K
$1.67M
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
2.36K+ 2.24% |
$137K - $141K
|
108K
$6.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.31K+ 16.68% |
$134K - $138K
|
16.2K
$941K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
2.29K+ 7.57% |
$133K - $136K
|
32.6K
$1.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.24K+ 16.14% |
$130K - $133K
|
16.1K
$937K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.17K+ 3.76% |
$126K - $129K
|
60K
$3.49M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.1K+ 35.59% |
$122K - $125K
|
8K
$466K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.09K+ 2.27% |
$121K - $124K
|
94.2K
$5.48M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.06K+ 60.71% |
$120K - $123K
|
5.46K
$318K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.04K+ 29.6% |
$118K - $121K
|
8.92K
$519K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.01KNew |
$117K - $120K
|
2.01K
$117K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.98K+ 13.21% |
$115K - $118K
|
16.9K
$986K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.95K+ 30.37% |
$113K - $116K
|
8.36K
$487K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.92KNew |
$111K - $114K
|
1.92K
$112K
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.89K+ 1.38% |
$110K - $112K
|
138K
$8.06M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
1.86K+ 17.56% |
$108K - $111K
|
12.5K
$725K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.84K+ 9.84% |
$107K - $110K
|
20.6K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.8K+ 5.7% |
$105K - $107K
|
33.5K
$1.95M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.78K+ 7.95% |
$104K - $106K
|
24.2K
$1.41M
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.73K+ 10.58% |
$100K - $103K
|
18.1K
$1.05M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.72K+ 21.16% |
$99.8K - $102K
|
9.84K
$573K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.63K+ 67.44% |
$94.9K - $97.3K
|
4.06K
$236K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
1.62K+ 2.09% |
$94.1K - $96.4K
|
79.2K
$4.61M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.58K+ 1.02% |
$91.6K - $93.9K
|
156K
$9.09M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.54K+ 2.33% |
$89.7K - $91.9K
|
67.8K
$3.95M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.49KNew |
$86.6K - $88.7K
|
1.49K
$86.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 2.54% |
$86.3K - $88.4K
|
59.9K
$3.49M
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.48K+ 2.53% |
$86.1K - $88.3K
|
60K
$3.5M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.45K+ 31.47% |
$84.4K - $86.5K
|
6.08K
$354K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.44K+ 14.69% |
$83.7K - $85.8K
|
11.3K
$655K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.41KNew |
$81.6K - $83.7K
|
1.41K
$81.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.38K+ 3.48% |
$80K - $82K
|
41K
$2.38M
|