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 891 institutions that hold shares in the stock, with a total of 407 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 |
|---|---|---|---|---|---|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
2,233,102
shares
|
$133 Million
4.77% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,223,049
shares
|
$132 Million
0.05% of portfolio
|
Q1 2025
Added 35.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,197,653
shares
|
$131 Million
0.03% of portfolio
|
Q1 2025
Reduced 16.28%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,096,896
shares
|
$125 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
|
$117 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
1,859,326
shares
|
$111 Million
3.68% of portfolio
|
Q1 2025
Reduced 50.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,813,555
shares
|
$108 Million
0.04% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
1,805,531
shares
|
$108 Million
9.68% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
1,642,627
shares
|
$97.9 Million
5.95% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,521,284
shares
|
$90.7 Million
0.25% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
1,517,236
shares
|
$90.4 Million
2.05% of portfolio
|
Q2 2025
Added 38.0%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
1,469,685
shares
|
$87.6 Million
1.58% of portfolio
|
Q2 2025
Added 342.94%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,385,699
shares
|
$82.6 Million
22.46% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
1,347,593
shares
|
$80.3 Million
8.3% of portfolio
|
Q2 2025
Added 140.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,343,649
shares
|
$80.1 Million
0.14% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,309,205
shares
|
$78 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
|
$73.8 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
1,225,315
shares
|
$73 Million
2.88% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
1,216,937
shares
|
$72.5 Million
0.4% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
1,119,200
shares
|
$66.7 Million
0.05% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
1,075,390
shares
|
$64.1 Million
2.64% of portfolio
|
Q1 2025
Added 1734.95%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
1,026,698
shares
|
$61.2 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
|
$60.6 Million
1.24% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
1,015,724
shares
|
$60.5 Million
17.29% of portfolio
|
Q2 2024
Reduced 18.65%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
1,002,142
shares
|
$59.7 Million
5.58% of portfolio
|
Q2 2025
Added 1.25%
|