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 877 institutions that hold shares in the stock, with a total of 398 Million shares, which have been reported (via 13F filing form) to have a value of $23.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,197,653
shares
|
$129 Million
0.03% of portfolio
|
Q1 2025
Reduced 16.28%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
2,194,151
shares
|
$129 Million
5.08% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
2,171,286
shares
|
$127 Million
7.6% of portfolio
|
Q1 2025
Added 11.88%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
2,011,924
shares
|
$118 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
1,964,943
shares
|
$115 Million
2.18% of portfolio
|
Q1 2025
Added 67.72%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
1,859,326
shares
|
$109 Million
3.68% of portfolio
|
Q1 2025
Reduced 50.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,795,086
shares
|
$105 Million
0.04% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
1,751,162
shares
|
$103 Million
9.85% of portfolio
|
Q1 2025
Added 15.57%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
1,629,263
shares
|
$95.6 Million
5.96% of portfolio
|
Q1 2025
Added 25.23%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,487,258
shares
|
$87.2 Million
2.04% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Gitterman Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
1,370,356
shares
|
$80.4 Million
25.07% of portfolio
|
Q1 2025
Reduced 23.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,309,205
shares
|
$76.8 Million
0.11% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,304,800
shares
|
$76.5 Million
0.16% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
1,216,937
shares
|
$71.4 Million
0.4% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
1,201,920
shares
|
$70.5 Million
2.97% of portfolio
|
Q1 2025
Added 17.01%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
1,099,429
shares
|
$64.5 Million
1.61% of portfolio
|
Q1 2025
Added 59.31%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
1,083,000
shares
|
$63.5 Million
0.06% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
1,075,390
shares
|
$63.1 Million
2.64% of portfolio
|
Q1 2025
Added 1734.95%
|
|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
1,026,369
shares
|
$60.2 Million
4.44% of portfolio
|
Q1 2025
Reduced 19.72%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
1,017,616
shares
|
$59.7 Million
1.38% of portfolio
|
Q1 2025
Added 99.79%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
1,015,724
shares
|
$59.6 Million
17.29% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
1,001,054
shares
|
$58.7 Million
0.1% of portfolio
|
Q1 2025
Added 36.89%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
989,736
shares
|
$58.1 Million
5.78% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
953,471
shares
|
$55.9 Million
9.36% of portfolio
|
Q1 2025
Added 43.5%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
913,514
shares
|
$53.6 Million
0.76% of portfolio
|
Q1 2025
Reduced 13.05%
|