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 |
|---|---|---|---|---|---|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
907,329
shares
|
$53.2 Million
7.87% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
907,306
shares
|
$53.2 Million
4.95% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Libra Wealth LLC
|
Apr 25, 2025 Q1 2025 |
883,344
shares
|
$51.8 Million
19.88% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Apr 22, 2025 Q1 2025 |
865,000
shares
|
$50.7 Million
2.44% of portfolio
|
Q4 2024
New holding
|
|
|
Cliffwater LLC
Marina Del Rey, CA |
May 14, 2025 Q1 2025 |
767,859
shares
|
$45 Million
12.11% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
766,107
shares
|
$44.9 Million
5.86% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
742,521
shares
|
$43.6 Million
4.6% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
741,353
shares
|
$43.5 Million
8.9% of portfolio
|
Q1 2025
Added 19.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
728,970
shares
|
$42.8 Million
0.01% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
698,160
shares
|
$41 Million
1.91% of portfolio
|
Q4 2024
Reduced 14.79%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
687,013
shares
|
$40.3 Million
0.02% of portfolio
|
Q1 2025
Added 339.17%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
659,753
shares
|
$38.7 Million
0.75% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
656,681
shares
|
$38.5 Million
3.5% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
647,546
shares
|
$38 Million
0.69% of portfolio
|
Q1 2025
Reduced 35.34%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
626,132
shares
|
$36.7 Million
4.68% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
602,966
shares
|
$35.4 Million
3.03% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
602,739
shares
|
$35.4 Million
2.5% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
596,112
shares
|
$35 Million
3.66% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
591,745
shares
|
$34.7 Million
0.51% of portfolio
|
Q1 2025
Added 33.11%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
582,202
shares
|
$34.2 Million
0.0% of portfolio
|
Q1 2025
Added 10.82%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
580,520
shares
|
$34.1 Million
0.33% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
571,279
shares
|
$33.5 Million
9.35% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
571,212
shares
|
$33.5 Million
1.39% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
559,865
shares
|
$32.8 Million
4.21% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Tanglewood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
559,633
shares
|
$32.8 Million
3.9% of portfolio
|
Q1 2025
Reduced 24.21%
|