Purchases and Sales Made in Q4 2025 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q4 2025. 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 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.46M+ 9969.59% |
$87.5M - $88.5M
|
1.48M
$88.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.43M+ 1959.34% |
$85.8M - $86.8M
|
1.51M
$90.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
422K+ 49.89% |
$25.3M - $25.6M
|
1.27M
$76.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
338K+ 571.94% |
$20.2M - $20.5M
|
397K
$23.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
166K+ 8.82% |
$9.95M - $10.1M
|
2.05M
$123M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
162K+ 58.89% |
$9.68M - $9.79M
|
436K
$26.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
145K+ 137.46% |
$8.66M - $8.76M
|
250K
$15M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
132K+ 5.65% |
$7.9M - $7.99M
|
2.47M
$148M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
119K+ 14.57% |
$7.12M - $7.2M
|
935K
$56.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
118K+ 25.61% |
$7.05M - $7.13M
|
578K
$34.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
107K+ 34.67% |
$6.37M - $6.45M
|
414K
$24.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
75.5K+ 14.08% |
$4.52M - $4.57M
|
611K
$36.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
59.1KNew |
$3.54M - $3.58M
|
59.1K
$3.55M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
58.8K+ 22.58% |
$3.52M - $3.56M
|
319K
$19.2M
|
|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
54.5K+ 16.67% |
$3.26M - $3.3M
|
381K
$22.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
37.9K+ 20.6% |
$2.27M - $2.29M
|
222K
$13.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
32.6K+ 14.25% |
$1.95M - $1.98M
|
262K
$15.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
31.2KNew |
$1.87M - $1.89M
|
31.2K
$1.87M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
30.4K+ 11.31% |
$1.82M - $1.84M
|
300K
$18M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
29.9K+ 9.42% |
$1.79M - $1.81M
|
348K
$20.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
27.4K+ 48.46% |
$1.64M - $1.66M
|
83.9K
$5.03M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
27.2K+ 5.92% |
$1.63M - $1.65M
|
487K
$29.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
25.1K+ 88.87% |
$1.5M - $1.52M
|
53.4K
$3.21M
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
19K+ 27.49% |
$1.14M - $1.15M
|
88K
$5.28M
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
17.1K+ 7.38% |
$1.02M - $1.04M
|
249K
$15M
|
|
|
Jan 13, 2026
Q4 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
14.5K+ 5.65% |
$867K - $877K
|
271K
$16.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
14.3K+ 4.81% |
$857K - $867K
|
312K
$18.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
13.5K+ 2.72% |
$806K - $816K
|
510K
$30.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
BUY
|
- |
13.3K+ 17.83% |
$797K - $806K
|
88K
$5.28M
|
|
|
Jan 16, 2026
Q4 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
12K+ 6.17% |
$716K - $724K
|
206K
$12.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11.2K+ 17.13% |
$670K - $678K
|
76.6K
$4.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
11.2K+ 4.41% |
$670K - $678K
|
265K
$15.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
10.3K+ 29.73% |
$618K - $625K
|
45.1K
$2.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
9.92K+ 12.18% |
$594K - $601K
|
91.4K
$5.48M
|
|
|
Jan 12, 2026
Q4 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
9.85K+ 6.8% |
$590K - $596K
|
155K
$9.28M
|
|
|
Jan 05, 2026
Q4 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8.41K+ 10.98% |
$503K - $509K
|
85K
$5.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8K+ 2.93% |
$479K - $484K
|
281K
$16.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
7.6K+ 6.65% |
$455K - $460K
|
122K
$7.31M
|
|
|
Jan 08, 2026
Q4 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
7.5K+ 5.0% |
$449K - $454K
|
158K
$9.45M
|
|
|
Jan 14, 2026
Q4 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
6.18K+ 15.19% |
$370K - $374K
|
46.8K
$2.81M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
5.49K+ 49.04% |
$329K - $332K
|
16.7K
$1M
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
5.47K+ 7.73% |
$327K - $331K
|
76.2K
$4.57M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
5.23K+ 8.43% |
$313K - $316K
|
67.2K
$4.03M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
5.12K+ 6.54% |
$307K - $310K
|
83.5K
$5.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.03K+ 5.84% |
$301K - $305K
|
91.3K
$5.48M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.6K+ 89.46% |
$275K - $279K
|
9.74K
$585K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
4.24K+ 219.48% |
$253K - $256K
|
6.17K
$370K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.1K+ 8.47% |
$245K - $248K
|
52.5K
$3.15M
|
|
|
Jan 15, 2026
Q4 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.81K+ 5.89% |
$228K - $231K
|
68.4K
$4.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
3.78KNew |
$226K - $229K
|
3.78K
$227K
|
|