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 894 institutions that hold shares in the stock, with a total of 420 Million shares, which have been reported (via 13F filing form) to have a value of $25.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
602,966
shares
|
$36.3 Million
3.03% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
596,112
shares
|
$35.9 Million
3.66% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
589,975
shares
|
$35.5 Million
18.91% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
575,614
shares
|
$34.7 Million
0.2% of portfolio
|
Q2 2025
Added 14.61%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
573,230
shares
|
$34.5 Million
4.01% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
568,242
shares
|
$34.2 Million
8.75% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
556,764
shares
|
$33.5 Million
2.25% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Aug 14, 2025 Q2 2025 |
556,268
shares
|
$33.5 Million
10.46% of portfolio
|
Q2 2025
Added 6.03%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jul 30, 2025 Q2 2025 |
555,887
shares
|
$33.5 Million
7.63% of portfolio
|
Q2 2025
Added 13.82%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
552,994
shares
|
$33.3 Million
1.27% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Evergreen Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
543,032
shares
|
$32.7 Million
8.62% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
530,150
shares
|
$31.9 Million
5.44% of portfolio
|
Q3 2025
Added 22.38%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
500,547
shares
|
$30.1 Million
4.16% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
496,647
shares
|
$29.9 Million
0.07% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
496,050
shares
|
$29.9 Million
4.39% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
486,036
shares
|
$29.3 Million
1.99% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
471,782
shares
|
$28.4 Million
0.28% of portfolio
|
Q2 2025
Reduced 15.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
470,715
shares
|
$28.3 Million
0.05% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
470,060
shares
|
$28.3 Million
13.49% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
467,469
shares
|
$28.1 Million
0.31% of portfolio
|
Q2 2025
Reduced 21.0%
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
460,231
shares
|
$27.7 Million
8.57% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
456,605
shares
|
$27.5 Million
0.29% of portfolio
|
Q2 2025
Reduced 11.46%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
451,073
shares
|
$27.2 Million
2.38% of portfolio
|
Q2 2025
Added 21.62%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
445,355
shares
|
$26.8 Million
2.52% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
437,412
shares
|
$26.3 Million
2.97% of portfolio
|
Q3 2025
Reduced 1.87%
|