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 859 institutions that hold shares in the stock, with a total of 405 Million shares, which have been reported (via 13F filing form) to have a value of $24.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
52,894
shares
|
$3.17 Million
2.7% of portfolio
|
Q1 2025
Added 26.32%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
52,710
shares
|
$3.15 Million
1.78% of portfolio
|
Q1 2025
Reduced 9.65%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
52,300
shares
|
$3.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Orcam Financial Group
Encinitas, CA |
Feb 14, 2025 Q4 2024 |
52,191
shares
|
$3.12 Million
2.96% of portfolio
|
Q4 2024
Added 20.24%
|
|
|
Bull Street Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
51,730
shares
|
$3.1 Million
1.47% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
51,049
shares
|
$3.05 Million
0.09% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
50,757
shares
|
$3.04 Million
0.26% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
50,577
shares
|
$3.03 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
50,420
shares
|
$3.02 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Apr 14, 2025 Q1 2025 |
50,260
shares
|
$3.01 Million
2.62% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
50,187
shares
|
$3 Million
0.03% of portfolio
|
Q4 2024
Added 126.14%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Apr 21, 2025 Q1 2025 |
49,824
shares
|
$2.98 Million
2.15% of portfolio
|
Q1 2025
Reduced 59.18%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
49,575
shares
|
$2.97 Million
0.12% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
49,440
shares
|
$2.96 Million
0.15% of portfolio
|
Q1 2025
Added 11.67%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
48,563
shares
|
$2.91 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
48,382
shares
|
$2.9 Million
0.31% of portfolio
|
Q1 2025
Reduced 33.71%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
48,082
shares
|
$2.88 Million
0.12% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
47,910
shares
|
$2.87 Million
0.11% of portfolio
|
Q4 2024
Added 24.52%
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
47,641
shares
|
$2.85 Million
1.19% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
46,354
shares
|
$2.77 Million
0.12% of portfolio
|
Q4 2024
Added 25.19%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
46,205
shares
|
$2.76 Million
0.48% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
46,064
shares
|
$2.76 Million
0.08% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
45,483
shares
|
$2.72 Million
0.17% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
45,195
shares
|
$2.7 Million
0.17% of portfolio
|
Q1 2025
Reduced 22.52%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
45,005
shares
|
$2.69 Million
0.03% of portfolio
|
Q4 2024
Added 23.39%
|