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 767 institutions that hold shares in the stock, with a total of 387 Million shares, which have been reported (via 13F filing form) to have a value of $22.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
63,130
shares
|
$3.66 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
63,032
shares
|
$3.66 Million
0.36% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
62,818
shares
|
$3.64 Million
0.37% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
62,560
shares
|
$3.63 Million
0.01% of portfolio
|
Q3 2024
Added 16.34%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
61,821
shares
|
$3.59 Million
0.92% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
61,773
shares
|
$3.58 Million
0.17% of portfolio
|
Q4 2024
Added 11.72%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
61,658
shares
|
$3.58 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
60,820
shares
|
$3.53 Million
0.97% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
60,815
shares
|
$3.53 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
60,571
shares
|
$3.51 Million
0.2% of portfolio
|
Q3 2024
Reduced 20.01%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
60,300
shares
|
$3.5 Million
0.12% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
59,818
shares
|
$3.47 Million
0.26% of portfolio
|
Q3 2024
Added 605.07%
|
|
|
Bull Street Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
59,240
shares
|
$3.44 Million
1.66% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
58,820
shares
|
$3.41 Million
0.0% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
58,704
shares
|
$3.41 Million
0.18% of portfolio
|
Q4 2024
Added 25.34%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
58,328
shares
|
$3.38 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
57,626
shares
|
$3.34 Million
1.84% of portfolio
|
Q4 2024
New holding
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
57,018
shares
|
$3.31 Million
1.72% of portfolio
|
Q4 2024
Reduced 12.46%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
56,690
shares
|
$3.29 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
56,007
shares
|
$3.25 Million
0.75% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Tiff Advisory Services Inc
|
Nov 05, 2024 Q3 2024 |
55,717
shares
|
$3.23 Million
1.12% of portfolio
|
Q2 2024
New holding
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
54,954
shares
|
$3.19 Million
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
53,642
shares
|
$3.11 Million
0.02% of portfolio
|
Q3 2024
Added 15.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
53,234
shares
|
$3.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
52,875
shares
|
$3.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.75%
|