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 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
48.5K+ 11.45% |
$2.8M - $2.93M
|
472K
$27.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
48.1KNew |
$2.78M - $2.91M
|
48.1K
$2.8M
|
|
|
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
$44M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.2K+ 1.86% |
$2.72M - $2.85M
|
2.58M
$150M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
47.1K+ 13.6% |
$2.72M - $2.84M
|
393K
$22.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
47K+ 30.97% |
$2.72M - $2.84M
|
199K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
44.3K+ 5.63% |
$2.56M - $2.68M
|
832K
$48.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
42.7K+ 27.2% |
$2.47M - $2.58M
|
200K
$11.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
42.1KNew |
$2.43M - $2.55M
|
42.1K
$2.45M
|
|
|
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
$43M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
39.2K+ 18.08% |
$2.26M - $2.37M
|
256K
$14.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
39.1K+ 1.91% |
$2.26M - $2.36M
|
2.09M
$122M
|
|
|
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
$42.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
37.6KNew |
$2.17M - $2.27M
|
37.6K
$2.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
37K+ 20.49% |
$2.14M - $2.23M
|
217K
$12.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
33.3K+ 5.94% |
$1.92M - $2.01M
|
594K
$34.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
32.7KNew |
$1.89M - $1.97M
|
32.7K
$1.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
32.3K+ 816.64% |
$1.87M - $1.95M
|
36.3K
$2.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
31.9KNew |
$1.84M - $1.93M
|
31.9K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
28.2K+ 15.08% |
$1.63M - $1.7M
|
215K
$12.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
27.3K+ 3.22% |
$1.58M - $1.65M
|
875K
$50.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
26.4K+ 39.06% |
$1.52M - $1.59M
|
93.9K
$5.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
25.9K+ 76.7% |
$1.5M - $1.56M
|
59.7K
$3.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
25.8K+ 50.96% |
$1.49M - $1.56M
|
76.3K
$4.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
25K+ 4.64% |
$1.45M - $1.51M
|
565K
$32.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
25K+ 9.78% |
$1.45M - $1.51M
|
281K
$16.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
24.3K+ 10.32% |
$1.4M - $1.47M
|
260K
$15.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
23.6K+ 20.27% |
$1.36M - $1.42M
|
140K
$8.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
23.5K+ 18.86% |
$1.36M - $1.42M
|
148K
$8.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
23.1K+ 78.81% |
$1.33M - $1.39M
|
52.4K
$3.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
22.4KNew |
$1.29M - $1.35M
|
22.4K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
22.3K+ 1.96% |
$1.29M - $1.35M
|
1.16M
$67.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
21.4K+ 4.81% |
$1.24M - $1.29M
|
466K
$27.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
21K+ 9.91% |
$1.21M - $1.27M
|
233K
$13.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
20.4K+ 10.85% |
$1.18M - $1.23M
|
208K
$12.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
20.2KNew |
$1.17M - $1.22M
|
20.2K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
20K+ 4.89% |
$1.15M - $1.21M
|
429K
$25M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
20K+ 23.67% |
$1.15M - $1.21M
|
104K
$6.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
19.8K+ 80.61% |
$1.14M - $1.19M
|
44.3K
$2.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.6K+ 5.73% |
$1.13M - $1.18M
|
362K
$21.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
18.3K+ 8.34% |
$1.06M - $1.11M
|
238K
$13.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
18.2K+ 16.29% |
$1.05M - $1.1M
|
130K
$7.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
18KNew |
$1.04M - $1.09M
|
18K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
17.9K+ 201.52% |
$1.04M - $1.08M
|
26.8K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
17.8KNew |
$1.03M - $1.08M
|
17.8K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
17.6K+ 77.97% |
$1.02M - $1.06M
|
40.2K
$2.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17.4K+ 7.49% |
$1.01M - $1.05M
|
250K
$14.6M
|