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 790 institutions that hold shares in the stock, with a total of 391 Million shares, which have been reported (via 13F filing form) to have a value of $22.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
89,575
shares
|
$5.22 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
89,391
shares
|
$5.21 Million
1.38% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
88,269
shares
|
$5.15 Million
2.18% of portfolio
|
Q4 2024
Reduced 30.79%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
88,011
shares
|
$5.13 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
87,531
shares
|
$5.11 Million
1.8% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
87,066
shares
|
$5.08 Million
2.06% of portfolio
|
Q4 2024
Added 12.38%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
86,636
shares
|
$5.05 Million
2.68% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
84,709
shares
|
$4.94 Million
0.14% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
83,779
shares
|
$4.89 Million
1.31% of portfolio
|
Q3 2024
Reduced 12.65%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
82,099
shares
|
$4.79 Million
0.02% of portfolio
|
Q3 2024
Reduced 48.54%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
81,817
shares
|
$4.77 Million
0.93% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jan 15, 2025 Q4 2024 |
81,308
shares
|
$4.74 Million
2.74% of portfolio
|
Q4 2024
Added 15.47%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
80,774
shares
|
$4.71 Million
3.19% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
80,065
shares
|
$4.67 Million
1.12% of portfolio
|
Q3 2024
Reduced 10.46%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
80,027
shares
|
$4.67 Million
0.27% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
79,846
shares
|
$4.66 Million
0.1% of portfolio
|
Q4 2024
Reduced 13.43%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
79,663
shares
|
$4.65 Million
1.72% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
79,516
shares
|
$4.64 Million
0.05% of portfolio
|
Q4 2024
Reduced 12.22%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
79,437
shares
|
$4.63 Million
1.24% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
79,417
shares
|
$4.63 Million
1.64% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
79,037
shares
|
$4.61 Million
0.41% of portfolio
|
Q4 2024
Added 50242.04%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
78,549
shares
|
$4.58 Million
1.1% of portfolio
|
Q1 2024
Added 538.87%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
78,283
shares
|
$4.57 Million
0.02% of portfolio
|
Q3 2024
Reduced 21.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
75,545
shares
|
$4.41 Million
0.03% of portfolio
|
Q3 2024
Reduced 31.85%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
74,706
shares
|
$4.36 Million
0.1% of portfolio
|
Q3 2024
Added 18.77%
|