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 |
---|---|---|---|---|---|
Jordan Park Group LLC
|
Jul 31, 2025 Q2 2025 |
1,000,773
shares
|
$59.6 Million
4.0% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
970,659
shares
|
$57.8 Million
8.88% of portfolio
|
Q2 2025
Added 1.8%
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
942,520
shares
|
$56.2 Million
7.54% of portfolio
|
Q2 2025
Added 3.88%
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
923,716
shares
|
$55 Million
4.38% of portfolio
|
Q2 2025
Added 1.81%
|
|
Libra Wealth LLC
|
Jul 25, 2025 Q2 2025 |
919,122
shares
|
$54.8 Million
18.23% of portfolio
|
Q2 2025
Added 4.05%
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
850,071
shares
|
$50.7 Million
0.03% of portfolio
|
Q2 2025
Added 23.73%
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
771,017
shares
|
$45.9 Million
8.47% of portfolio
|
Q2 2025
Added 4.0%
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
757,870
shares
|
$45.2 Million
4.38% of portfolio
|
Q2 2025
Added 2.07%
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
740,542
shares
|
$44.1 Million
5.3% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
728,970
shares
|
$43.4 Million
0.01% of portfolio
|
Q1 2025
Added 7.19%
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
726,377
shares
|
$43.3 Million
0.73% of portfolio
|
Q2 2025
Added 837.3%
|
|
Retirement Systems Of Alabama
|
Aug 04, 2025 Q2 2025 |
714,765
shares
|
$42.6 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
Cliffwater LLC
Marina Del Rey, CA |
Aug 13, 2025 Q2 2025 |
710,087
shares
|
$42.3 Million
11.05% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
698,160
shares
|
$41.6 Million
1.91% of portfolio
|
Q4 2024
Reduced 14.79%
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
693,774
shares
|
$41.3 Million
0.53% of portfolio
|
Q2 2025
Reduced 85.8%
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
647,546
shares
|
$38.6 Million
0.69% of portfolio
|
Q1 2025
Reduced 35.34%
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
640,114
shares
|
$38.1 Million
0.68% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
640,090
shares
|
$38.1 Million
3.12% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
636,331
shares
|
$37.9 Million
2.47% of portfolio
|
Q2 2025
Added 5.57%
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
621,862
shares
|
$37.1 Million
4.39% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
619,131
shares
|
$36.9 Million
0.0% of portfolio
|
Q2 2025
Added 6.34%
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
604,184
shares
|
$36 Million
0.09% of portfolio
|
Q2 2025
Added 259.8%
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
602,966
shares
|
$35.9 Million
3.03% of portfolio
|
Q4 2024
Added 2.67%
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
596,112
shares
|
$35.5 Million
3.66% of portfolio
|
Q1 2025
Added 5.43%
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
591,745
shares
|
$35.3 Million
0.51% of portfolio
|
Q1 2025
Added 33.11%
|