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 857 institutions that hold shares in the stock, with a total of 404 Million shares, which have been reported (via 13F filing form) to have a value of $24 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
991,019
shares
|
$58.8 Million
5.63% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
890,831
shares
|
$52.8 Million
0.67% of portfolio
|
Q4 2024
Reduced 52.12%
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
874,547
shares
|
$51.9 Million
8.05% of portfolio
|
Q4 2024
Added 3.22%
|
|
Constellation Investments, Inc.
Montgomery, OH |
Jan 29, 2025 Q4 2024 |
865,000
shares
|
$51.3 Million
2.28% of portfolio
|
Q4 2024
New holding
|
|
Libra Wealth LLC
|
Jan 22, 2025 Q4 2024 |
832,164
shares
|
$49.3 Million
18.99% of portfolio
|
Q4 2024
Added 5.63%
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
825,246
shares
|
$48.9 Million
7.51% of portfolio
|
Q4 2024
Added 7.53%
|
|
Cliffwater LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
767,859
shares
|
$45.5 Million
11.76% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
755,258
shares
|
$44.8 Million
5.56% of portfolio
|
Q4 2024
Added 6.71%
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
738,944
shares
|
$43.8 Million
4.48% of portfolio
|
Q4 2024
Added 5.89%
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
738,369
shares
|
$43.8 Million
5.17% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
731,282
shares
|
$43.4 Million
0.07% of portfolio
|
Q4 2024
Added 5.54%
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
698,160
shares
|
$41.4 Million
1.91% of portfolio
|
Q4 2024
Reduced 14.79%
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
696,333
shares
|
$41.3 Million
0.54% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
694,680
shares
|
$41.2 Million
3.79% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
690,136
shares
|
$40.9 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
680,084
shares
|
$40.3 Million
0.01% of portfolio
|
Q4 2024
Added 30.29%
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
664,424
shares
|
$39.4 Million
6.42% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
619,386
shares
|
$36.7 Million
0.67% of portfolio
|
Q4 2024
Reduced 40.96%
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
619,197
shares
|
$36.7 Million
7.72% of portfolio
|
Q4 2024
Added 44.08%
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
602,966
shares
|
$35.8 Million
3.03% of portfolio
|
Q4 2024
Added 2.67%
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
598,180
shares
|
$35.5 Million
4.39% of portfolio
|
Q4 2024
Added 16.83%
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
593,592
shares
|
$35.2 Million
2.38% of portfolio
|
Q4 2024
Added 5.94%
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
569,692
shares
|
$33.8 Million
1.26% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
565,417
shares
|
$33.5 Million
3.5% of portfolio
|
Q4 2024
Added 13.31%
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
564,787
shares
|
$33.5 Million
8.94% of portfolio
|
Q4 2024
Added 4.64%
|