Purchases and Sales Made in Q4 2024 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.44M+ 134.38% |
$83.3M - $87M
|
2.51M
$147M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.28M+ 8.13% |
$74.2M - $77.5M
|
17.1M
$996M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.2M+ 31.14% |
$69.3M - $72.4M
|
5.05M
$295M
|
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
865KNew |
$50M - $52.2M
|
865K
$50.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
504K+ 9.98% |
$29.1M - $30.4M
|
5.55M
$324M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
369KNew |
$21.3M - $22.3M
|
369K
$21.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
286K+ 890.43% |
$16.5M - $17.3M
|
318K
$18.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
259K+ 926.37% |
$15M - $15.6M
|
287K
$16.7M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
216KNew |
$12.5M - $13M
|
216K
$12.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
200K+ 102.56% |
$11.6M - $12.1M
|
395K
$23M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
166K+ 1035.13% |
$9.57M - $10M
|
182K
$10.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
164KNew |
$9.45M - $9.88M
|
164K
$9.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
158K+ 18.19% |
$9.13M - $9.55M
|
1.03M
$59.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
150K+ 107.24% |
$8.66M - $9.05M
|
289K
$16.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
136K+ 742.99% |
$7.84M - $8.19M
|
154K
$8.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
133K+ 4.99% |
$7.66M - $8.01M
|
2.79M
$163M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
127KNew |
$7.32M - $7.66M
|
127K
$7.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
117KNew |
$6.75M - $7.06M
|
117K
$6.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
116K+ 5.72% |
$6.73M - $7.03M
|
2.15M
$125M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
111KNew |
$6.44M - $6.73M
|
111K
$6.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
93.6K+ 79.24% |
$5.41M - $5.65M
|
212K
$12.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
86.6K+ 6.06% |
$5M - $5.23M
|
1.52M
$88.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
78.9K+ 50242.04% |
$4.56M - $4.76M
|
79K
$4.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
78.6K+ 5.94% |
$4.54M - $4.75M
|
1.4M
$81.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
76.4K+ 6.98% |
$4.42M - $4.62M
|
1.17M
$68.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
72.5KNew |
$4.19M - $4.38M
|
72.5K
$4.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
70.7KNew |
$4.09M - $4.27M
|
70.7K
$4.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
67.6KNew |
$3.91M - $4.08M
|
67.6K
$3.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
63.1K+ 6.39% |
$3.65M - $3.81M
|
1.05M
$61.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
63.1KNew |
$3.65M - $3.81M
|
63.1K
$3.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
58.3KNew |
$3.37M - $3.52M
|
58.3K
$3.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
57.8K+ 7.53% |
$3.34M - $3.49M
|
825K
$48.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
57.6KNew |
$3.33M - $3.48M
|
57.6K
$3.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
57.4K+ 12.19% |
$3.32M - $3.47M
|
528K
$30.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
56.7KNew |
$3.28M - $3.42M
|
56.7K
$3.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
56.6K+ 397.56% |
$3.27M - $3.42M
|
70.8K
$4.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
54.7KNew |
$3.16M - $3.31M
|
54.7K
$3.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
51.1K+ 48.85% |
$2.95M - $3.09M
|
156K
$9.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
48.5K+ 11.45% |
$2.8M - $2.93M
|
472K
$27.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
48.1KNew |
$2.78M - $2.9M
|
48.1K
$2.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
47.5K+ 6.71% |
$2.74M - $2.87M
|
755K
$44.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
47.1K+ 13.6% |
$2.72M - $2.84M
|
393K
$22.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
44.3K+ 5.63% |
$2.56M - $2.68M
|
832K
$48.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
42.1KNew |
$2.43M - $2.55M
|
42.1K
$2.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
41.9KNew |
$2.42M - $2.53M
|
41.9K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
41.1K+ 5.89% |
$2.37M - $2.48M
|
739K
$43.1M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
39.2K+ 18.08% |
$2.26M - $2.37M
|
256K
$14.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
38.8KNew |
$2.24M - $2.34M
|
38.8K
$2.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
38.4K+ 5.54% |
$2.22M - $2.32M
|
731K
$42.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
37.6KNew |
$2.17M - $2.27M
|
37.6K
$2.19M
|