Institutional Ownership Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT). We have compiled data on the 878 institutions that hold shares in the stock, with a total of 399 Million shares, which have been reported (via 13F filing form) to have a value of $23.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
77,458,516
shares
|
$4.59 Billion
0.36% of portfolio
|
Q1 2025
Added 17.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
45,610,372
shares
|
$2.7 Billion
0.22% of portfolio
|
Q1 2025
Reduced 28.81%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
23,931,107
shares
|
$1.42 Billion
0.1% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Employees Retirement System Of Texas
|
May 13, 2025 Q1 2025 |
23,875,000
shares
|
$1.41 Billion
12.86% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
18,245,406
shares
|
$1.08 Billion
3.56% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
13,762,501
shares
|
$815 Million
0.77% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,066,438
shares
|
$656 Million
3.14% of portfolio
|
Q4 2022
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
10,725,550
shares
|
$635 Million
8.15% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,603,169
shares
|
$391 Million
4.28% of portfolio
|
Q2 2024
Added 9.57%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
6,101,947
shares
|
$362 Million
0.16% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
5,701,984
shares
|
$338 Million
4.41% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
5,500,000
shares
|
$326 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
5,429,371
shares
|
$322 Million
5.25% of portfolio
|
Q1 2025
Added 14.18%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
4,886,694
shares
|
$290 Million
3.7% of portfolio
|
Q1 2025
Reduced 43.46%
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
4,231,512
shares
|
$251 Million
25.37% of portfolio
|
Q1 2025
Added 51.63%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
4,110,840
shares
|
$244 Million
0.07% of portfolio
|
Q1 2025
Reduced 22.82%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
3,523,859
shares
|
$209 Million
0.07% of portfolio
|
Q1 2025
Added 33.92%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,319,219
shares
|
$197 Million
0.04% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Cambridge Associates LLC
Boston, MA |
May 15, 2025 Q1 2025 |
3,026,348
shares
|
$179 Million
5.14% of portfolio
|
Q1 2025
Added 86.52%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
2,782,017
shares
|
$165 Million
2.53% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,566,241
shares
|
$152 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
2,527,046
shares
|
$150 Million
0.31% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
2,448,035
shares
|
$145 Million
8.56% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
2,297,530
shares
|
$136 Million
0.23% of portfolio
|
Q1 2025
Added 27.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,223,049
shares
|
$132 Million
0.05% of portfolio
|
Q1 2025
Added 35.68%
|