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 |
|---|---|---|---|---|---|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
552,645
shares
|
$32.8 Million
4.07% of portfolio
|
Q4 2024
Added 17.53%
|
|
|
Evergreen Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
551,001
shares
|
$32.7 Million
8.74% of portfolio
|
Q4 2024
Added 18.29%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
537,919
shares
|
$31.9 Million
0.3% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
528,491
shares
|
$31.3 Million
2.15% of portfolio
|
Q4 2024
Added 12.19%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
525,367
shares
|
$31.2 Million
0.0% of portfolio
|
Q4 2024
Added 20.39%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
509,332
shares
|
$30.2 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
502,632
shares
|
$29.8 Million
3.35% of portfolio
|
Q4 2024
Reduced 15.8%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jan 29, 2025 Q4 2024 |
472,360
shares
|
$28 Million
6.51% of portfolio
|
Q4 2024
Added 11.45%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
469,048
shares
|
$27.8 Million
2.31% of portfolio
|
Q4 2024
New holding
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
466,467
shares
|
$27.7 Million
5.89% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Emprise Bank
Wichita, KS |
Apr 01, 2025 Q1 2025 |
457,683
shares
|
$27.1 Million
14.55% of portfolio
|
Q1 2025
Added 16.44%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
451,774
shares
|
$26.8 Million
1.87% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
445,355
shares
|
$26.4 Million
2.45% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
444,546
shares
|
$26.4 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
428,627
shares
|
$25.4 Million
3.68% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
425,686
shares
|
$25.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
412,245
shares
|
$24.4 Million
0.14% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
406,528
shares
|
$24.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 73.39%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
404,765
shares
|
$24 Million
2.98% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
402,953
shares
|
$23.9 Million
8.64% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
395,290
shares
|
$23.4 Million
0.72% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Gunma Bank,Ltd.
|
Jan 28, 2025 Q4 2024 |
395,000
shares
|
$23.4 Million
7.57% of portfolio
|
Q4 2024
Added 102.56%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
374,461
shares
|
$22.2 Million
0.86% of portfolio
|
Q4 2024
Added 3359.54%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
370,765
shares
|
$22 Million
0.1% of portfolio
|
Q4 2024
Added 30.49%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
369,180
shares
|
$21.9 Million
0.45% of portfolio
|
Q4 2024
New holding
|