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 690 institutions that hold shares in the stock, with a total of 333 Million shares, which have been reported (via 13F filing form) to have a value of $19.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
69,096,284
shares
|
$4 Billion
0.37% of portfolio
|
Q1 2024
Added 322.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
48,643,240
shares
|
$2.81 Billion
0.27% of portfolio
|
Q1 2024
Added 6.33%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
17,982,969
shares
|
$1.04 Billion
0.09% of portfolio
|
Q1 2024
Added 15.98%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 02, 2024 Q1 2024 |
14,276,045
shares
|
$826 Million
3.13% of portfolio
|
Q1 2024
Added 3.36%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,066,438
shares
|
$640 Million
3.14% of portfolio
|
Q4 2022
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
9,845,743
shares
|
$569 Million
0.64% of portfolio
|
Q1 2024
Added 19.38%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 14, 2024 Q1 2024 |
9,778,367
shares
|
$565 Million
12.24% of portfolio
|
Q1 2024
Added 2.53%
|
|
|
Adviser Investments LLC
|
Apr 29, 2024 Q1 2024 |
8,672,630
shares
|
$502 Million
6.88% of portfolio
|
Q1 2024
Added 2.08%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 09, 2024 Q1 2024 |
6,924,463
shares
|
$400 Million
0.19% of portfolio
|
Q1 2024
Added 68.33%
|
|
|
Nepc LLC
Boston, MA |
May 21, 2024 Q1 2024 |
6,248,596
shares
|
$361 Million
12.59% of portfolio
|
Q1 2024
Added 40.54%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
6,026,378
shares
|
$349 Million
4.0% of portfolio
|
Q1 2024
Added 13.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
5,839,362
shares
|
$338 Million
0.1% of portfolio
|
Q1 2024
Added 79.8%
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
5,800,000
shares
|
$335 Million
0.02% of portfolio
|
Q4 2023
Reduced 14.71%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
3,741,648
shares
|
$216 Million
3.3% of portfolio
|
Q1 2024
Reduced 0.61%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
3,733,568
shares
|
$216 Million
3.12% of portfolio
|
Q1 2024
Reduced 6.41%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
May 13, 2024 Q1 2024 |
3,626,805
shares
|
$210 Million
13.08% of portfolio
|
Q1 2024
Added 7.1%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Apr 17, 2024 Q1 2024 |
3,390,733
shares
|
$196 Million
2.56% of portfolio
|
Q2 2022
New holding
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
3,374,734
shares
|
$195 Million
0.05% of portfolio
|
Q1 2024
Reduced 19.98%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 23, 2024 Q1 2024 |
3,160,233
shares
|
$183 Million
4.99% of portfolio
|
Q1 2024
Added 92.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
2,604,905
shares
|
$151 Million
0.04% of portfolio
|
Q1 2024
Added 6.82%
|
|
|
Heritage Financial Services, LLC
|
May 14, 2024 Q1 2024 |
2,471,081
shares
|
$143 Million
22.14% of portfolio
|
Q1 2024
Added 9.23%
|
|
|
First Interstate Bank
Billings, MT |
May 01, 2024 Q1 2024 |
2,300,861
shares
|
$133 Million
9.5% of portfolio
|
Q1 2024
Added 3.92%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
2,282,720
shares
|
$132 Million
0.05% of portfolio
|
Q1 2024
Added 7.26%
|
|
|
Gen Trust, LLC
|
Apr 19, 2024 Q1 2024 |
2,202,871
shares
|
$127 Million
7.96% of portfolio
|
Q1 2024
Added 13.06%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
2,194,384
shares
|
$127 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.3%
|
|