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
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.35K+ 16.82% |
$136K - $142K
|
16.3K
$949K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.22K+ 7.1% |
$128K - $134K
|
33.5K
$1.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
2.21K+ 3.4% |
$128K - $133K
|
67.2K
$3.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.19K+ 21.02% |
$126K - $132K
|
12.6K
$734K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.14K+ 8.7% |
$124K - $129K
|
26.8K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
2.09K+ 16.63% |
$121K - $126K
|
14.7K
$854K
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2.07K+ 13.0% |
$120K - $125K
|
18K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2.03KNew |
$117K - $123K
|
2.03K
$118K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.97K+ 331.82% |
$114K - $119K
|
2.57K
$149K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.96K+ 4.02% |
$113K - $119K
|
50.8K
$2.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.87K+ 8.48% |
$108K - $113K
|
23.9K
$1.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.83K+ 2.73% |
$105K - $110K
|
68.8K
$4M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.8KNew |
$104K - $108K
|
1.8K
$105K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.77K+ 27.79% |
$102K - $107K
|
8.12K
$473K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.76K+ 12.07% |
$102K - $106K
|
16.3K
$952K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
BUY
|
- |
1.75K+ 2.02% |
$101K - $105K
|
88.4K
$5.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.67K+ 7.14% |
$96.6K - $101K
|
25.1K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.64K+ 12.56% |
$94.9K - $99.2K
|
14.7K
$857K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
1.59K+ 6.19% |
$91.9K - $96K
|
27.3K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.53K+ 4.15% |
$88.3K - $92.3K
|
38.3K
$2.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.51KNew |
$87.2K - $91.2K
|
1.51K
$87.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.37K+ 6.56% |
$78.9K - $82.5K
|
22.2K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.29K+ 12.33% |
$74.8K - $78.2K
|
11.8K
$686K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.26K+ 1.74% |
$72.6K - $75.9K
|
73.4K
$4.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.13K+ 29.01% |
$65.3K - $68.3K
|
5.03K
$293K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.09K+ 6.98% |
$63.2K - $66K
|
16.8K
$975K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.07K+ 2.36% |
$61.6K - $64.4K
|
46.2K
$2.69M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
1.07K+ 142.0% |
$61.5K - $64.3K
|
1.82K
$106K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.06K+ 6606.25% |
$61.1K - $63.8K
|
1.07K
$62.5K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
952+ 13.89% |
$55K - $57.5K
|
7.81K
$455K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
941+ 19.13% |
$54.4K - $56.8K
|
5.86K
$341K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
908+ 85.18% |
$52.5K - $54.8K
|
1.97K
$115K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
885New |
$51.1K - $53.5K
|
885
$51.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
841+ 4.58% |
$48.6K - $50.8K
|
19.2K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
836+ 17.1% |
$48.3K - $50.5K
|
5.73K
$333K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
836+ 7.75% |
$48.3K - $50.5K
|
11.6K
$677K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
812+ 24.95% |
$46.9K - $49K
|
4.07K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
792+ 0.68% |
$45.8K - $47.8K
|
118K
$6.87M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
742New |
$42.9K - $44.8K
|
742
$43.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
728+ 1.63% |
$42.1K - $44K
|
45.4K
$2.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
683New |
$39.5K - $41.3K
|
683
$39.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
559+ 9.45% |
$32.3K - $33.8K
|
6.47K
$377K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
549+ 6.08% |
$31.7K - $33.2K
|
9.58K
$558K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
525+ 7.6% |
$30.3K - $31.7K
|
7.43K
$433K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
512New |
$29.6K - $30.9K
|
512
$29.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
509+ 0.29% |
$29.4K - $30.7K
|
174K
$10.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
509+ 11.11% |
$29.4K - $30.7K
|
5.09K
$296K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
493+ 0.59% |
$28.5K - $29.8K
|
84.3K
$4.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
487+ 75.5% |
$28.1K - $29.4K
|
1.13K
$65.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
477New |
$27.6K - $28.8K
|
477
$27.8K
|