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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
38,790
shares
|
$2.25 Million
0.1% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
38,476
shares
|
$2.23 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
38,249
shares
|
$2.22 Million
0.07% of portfolio
|
Q3 2024
Added 9.45%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
38,111
shares
|
$2.21 Million
0.51% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
37,640
shares
|
$2.18 Million
0.15% of portfolio
|
Q3 2024
Added 487.76%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
37,100
shares
|
$2.15 Million
0.75% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
37,028
shares
|
$2.15 Million
0.09% of portfolio
|
Q3 2024
Added 30.33%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
36,815
shares
|
$2.14 Million
1.14% of portfolio
|
Q3 2024
Added 61.1%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
36,475
shares
|
$2.12 Million
0.02% of portfolio
|
Q3 2024
Added 10.45%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
36,475
shares
|
$2.12 Million
1.17% of portfolio
|
Q4 2023
Added 39.91%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
36,129
shares
|
$2.1 Million
0.01% of portfolio
|
Q3 2024
Added 33.79%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
35,462
shares
|
$2.06 Million
0.42% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
35,131
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
34,588
shares
|
$2.01 Million
0.16% of portfolio
|
Q2 2024
Added 12.99%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
34,441
shares
|
$2 Million
0.05% of portfolio
|
Q3 2024
Added 28.98%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 02, 2024 Q3 2024 |
34,140
shares
|
$1.98 Million
0.66% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
33,848
shares
|
$1.96 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
33,822
shares
|
$1.96 Million
0.07% of portfolio
|
Q3 2024
Added 149.79%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
33,769
shares
|
$1.96 Million
0.12% of portfolio
|
Q3 2024
Added 83.04%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
33,523
shares
|
$1.94 Million
0.06% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
33,350
shares
|
$1.93 Million
0.56% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
33,028
shares
|
$1.92 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
32,826
shares
|
$1.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.45%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
32,676
shares
|
$1.9 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
32,099
shares
|
$1.86 Million
0.71% of portfolio
|
Q4 2024
Added 22.11%
|