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
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-267K- 51.56% |
$15.4M - $16.1M
|
251K
$14.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-283K- 73.9% |
$16.3M - $17.1M
|
99.9K
$5.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-309K- 52.83% |
$17.9M - $18.7M
|
276K
$16.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-430K- 40.96% |
$24.8M - $26M
|
619K
$36.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-612K- 16.14% |
$35.4M - $37M
|
3.18M
$189M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-901K- 97.24% |
$52.1M - $54.4M
|
25.6K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-970K- 52.12% |
$56M - $58.6M
|
891K
$52.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.04M- 50.86% |
$59.9M - $62.6M
|
1M
$59.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.06M- 28.68% |
$61M - $63.8M
|
2.62M
$156M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.1M- 17.09% |
$63.4M - $66.3M
|
5.33M
$316M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.12M- 73.39% |
$64.8M - $67.7M
|
407K
$24.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-1.26M- 51.07% |
$72.5M - $75.8M
|
1.2M
$71.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.77M- 82.85% |
$102M - $107M
|
366K
$21.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.02M- 8.4% |
$348M - $364M
|
65.7M
$3.89B
|