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 894 institutions that hold shares in the stock, with a total of 420 Million shares, which have been reported (via 13F filing form) to have a value of $25.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
2,508,721
shares
|
$151 Million
8.29% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,501,713
shares
|
$151 Million
0.03% of portfolio
|
Q2 2025
Added 13.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,404,847
shares
|
$145 Million
0.05% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
2,237,058
shares
|
$135 Million
7.26% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
2,233,102
shares
|
$134 Million
4.77% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,096,896
shares
|
$126 Million
2.11% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,970,457
shares
|
$119 Million
0.02% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,813,555
shares
|
$109 Million
0.04% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
1,805,531
shares
|
$109 Million
9.68% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
1,642,627
shares
|
$98.9 Million
5.95% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
1,520,422
shares
|
$91.5 Million
2.12% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
1,517,236
shares
|
$91.3 Million
2.05% of portfolio
|
Q2 2025
Added 38.0%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
1,469,685
shares
|
$88.5 Million
1.58% of portfolio
|
Q2 2025
Added 342.94%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,385,699
shares
|
$83.4 Million
22.46% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
1,347,593
shares
|
$81.1 Million
8.3% of portfolio
|
Q2 2025
Added 140.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,343,649
shares
|
$80.9 Million
0.14% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,334,517
shares
|
$80.3 Million
1.39% of portfolio
|
Q2 2025
Reduced 28.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,309,205
shares
|
$78.8 Million
0.11% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
1,238,333
shares
|
$74.5 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
1,225,315
shares
|
$73.8 Million
2.88% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
1,119,200
shares
|
$67.4 Million
0.05% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
1,110,253
shares
|
$66.8 Million
2.48% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
1,079,310
shares
|
$65 Million
0.3% of portfolio
|
Q4 2024
Added 22.77%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,026,698
shares
|
$61.8 Million
0.09% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
1,017,471
shares
|
$61.3 Million
1.24% of portfolio
|
Q2 2025
Reduced 0.01%
|