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 |
|---|---|---|---|---|---|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
589,975
shares
|
$35.2 Million
18.91% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
575,614
shares
|
$34.3 Million
0.2% of portfolio
|
Q2 2025
Added 14.61%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
573,230
shares
|
$34.2 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
|
$33.9 Million
8.75% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
556,764
shares
|
$33.2 Million
2.25% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jul 30, 2025 Q2 2025 |
555,887
shares
|
$33.1 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 Million
1.27% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Evergreen Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
543,032
shares
|
$32.4 Million
8.62% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
May 19, 2025 Q1 2025 |
524,621
shares
|
$31.3 Million
12.1% of portfolio
|
Q1 2025
Added 603.01%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
506,082
shares
|
$30.2 Million
0.15% of portfolio
|
Q1 2025
Added 22.76%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
500,885
shares
|
$29.8 Million
4.81% of portfolio
|
Q2 2025
Added 67.34%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
500,547
shares
|
$29.8 Million
4.16% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
486,036
shares
|
$29 Million
1.99% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
480,252
shares
|
$28.6 Million
0.07% of portfolio
|
Q1 2025
Added 818.26%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
471,782
shares
|
$28.1 Million
0.28% of portfolio
|
Q2 2025
Reduced 15.23%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
470,060
shares
|
$28 Million
13.49% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
464,529
shares
|
$27.7 Million
0.06% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
456,605
shares
|
$27.2 Million
0.29% of portfolio
|
Q2 2025
Reduced 11.46%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
451,073
shares
|
$26.9 Million
2.38% of portfolio
|
Q2 2025
Added 21.62%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
445,741
shares
|
$26.6 Million
3.25% of portfolio
|
Q2 2025
Reduced 19.97%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
445,355
shares
|
$26.5 Million
2.52% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
433,214
shares
|
$25.8 Million
4.98% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
433,072
shares
|
$25.8 Million
0.04% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
432,502
shares
|
$25.8 Million
8.57% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
413,843
shares
|
$24.7 Million
0.05% of portfolio
|
Q2 2025
Added 8.25%
|