Purchases and Sales Made in Q3 2024 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
14.6K+ 212.64% |
$846K - $890K
|
21.5K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.6K+ 8.37% |
$845K - $889K
|
189K
$11.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
14.6K+ 2.12% |
$845K - $889K
|
704K
$41.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
14.5K+ 2.53% |
$836K - $880K
|
587K
$34.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
14.4K+ 6.51% |
$832K - $875K
|
235K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.2K+ 203.17% |
$823K - $865K
|
21.2K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.2K+ 399.8% |
$819K - $861K
|
17.7K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
14.1K+ 7.81% |
$817K - $860K
|
195K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
14K+ 5.5% |
$812K - $854K
|
269K
$16M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
14K+ 61.1% |
$807K - $849K
|
36.8K
$2.18M
|
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
13.7K+ 153.96% |
$791K - $832K
|
22.6K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
13.6K+ 4.28% |
$787K - $828K
|
332K
$19.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
13.4K+ 9.2% |
$773K - $813K
|
159K
$9.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
13.3K+ 4.56% |
$771K - $811K
|
306K
$18.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
13.2K+ 25.54% |
$764K - $804K
|
65K
$3.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12.9K+ 33.52% |
$746K - $785K
|
51.4K
$3.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
12.6KNew |
$728K - $765K
|
12.6K
$746K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
12.3K+ 5.06% |
$712K - $749K
|
256K
$15.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
12K+ 5.76% |
$691K - $727K
|
219K
$13M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.8K+ 18.77% |
$682K - $718K
|
74.7K
$4.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
11.5K+ 5.96% |
$667K - $702K
|
205K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
11.3K+ 64.39% |
$655K - $689K
|
28.9K
$1.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
11K+ 11.8% |
$638K - $671K
|
105K
$6.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
11K+ 2.19% |
$635K - $668K
|
512K
$30.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.8KNew |
$626K - $658K
|
10.8K
$642K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
10.7KNew |
$616K - $648K
|
10.7K
$632K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.6KNew |
$612K - $644K
|
10.6K
$628K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
10.1K+ 87.79% |
$584K - $615K
|
21.6K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10K+ 6.82% |
$579K - $609K
|
157K
$9.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
9.63K+ 6.37% |
$557K - $586K
|
161K
$9.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
9.63K+ 4.99% |
$557K - $585K
|
202K
$12M
|
|
|
Oct 23, 2024
Q3 2024
|
Shayne & Co., LLC
|
BUY
|
- |
9.6K+ 74.27% |
$555K - $584K
|
22.5K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.54K+ 45.37% |
$552K - $580K
|
30.6K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
9.34K+ 10.18% |
$540K - $568K
|
101K
$5.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
9.32KNew |
$538K - $566K
|
9.32K
$552K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.12K+ 33.79% |
$527K - $555K
|
36.1K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
9.02K+ 40.35% |
$521K - $548K
|
31.4K
$1.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.79K+ 16.34% |
$508K - $534K
|
62.6K
$3.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
8.78K+ 7.45% |
$507K - $534K
|
127K
$7.51M
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
8.65K+ 14.0% |
$500K - $526K
|
70.4K
$4.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
8.62K+ 30.33% |
$498K - $524K
|
37K
$2.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8.61K+ 149.15% |
$498K - $523K
|
14.4K
$853K
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
8.35KNew |
$483K - $508K
|
8.35K
$495K
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
8.23K+ 10.81% |
$475K - $500K
|
84.3K
$5M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
8.15K+ 27.31% |
$471K - $496K
|
38K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
8.14K+ 1.91% |
$470K - $495K
|
434K
$25.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
8.12K+ 1.95% |
$469K - $493K
|
424K
$25.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.82KNew |
$452K - $476K
|
7.82K
$464K
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
7.78KNew |
$450K - $473K
|
7.78K
$461K
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
7.75K+ 1.77% |
$448K - $471K
|
445K
$26.4M
|