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 753 institutions that hold shares in the stock, with a total of 387 Million shares, which have been reported (via 13F filing form) to have a value of $22.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
343,858
shares
|
$20 Million
1.73% of portfolio
|
Q2 2024
Added 292.19%
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
343,319
shares
|
$20 Million
10.68% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
342,259
shares
|
$20 Million
0.46% of portfolio
|
Q3 2024
Added 520.35%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
335,667
shares
|
$19.6 Million
1.48% of portfolio
|
Q2 2022
Reduced 0.74%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
332,013
shares
|
$19.4 Million
0.46% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
329,595
shares
|
$19.2 Million
5.86% of portfolio
|
Q3 2024
Added 61.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
329,167
shares
|
$19.2 Million
0.02% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
327,222
shares
|
$19.1 Million
0.04% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
323,373
shares
|
$18.8 Million
1.69% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
319,207
shares
|
$18.6 Million
0.86% of portfolio
|
Q3 2024
Reduced 35.51%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
316,296
shares
|
$18.4 Million
0.72% of portfolio
|
Q3 2024
Added 21.77%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
305,908
shares
|
$17.8 Million
7.3% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
293,914
shares
|
$17.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.72%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
291,191
shares
|
$17 Million
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
290,265
shares
|
$16.9 Million
1.27% of portfolio
|
Q3 2023
Reduced 4.79%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
290,116
shares
|
$16.9 Million
0.03% of portfolio
|
Q3 2024
Added 23.24%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
288,365
shares
|
$16.8 Million
2.75% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
286,495
shares
|
$16.7 Million
6.57% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
284,140
shares
|
$16.6 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
272,410
shares
|
$15.9 Million
0.01% of portfolio
|
Q3 2024
Added 40.65%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
269,438
shares
|
$15.7 Million
2.11% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
258,833
shares
|
$15.1 Million
0.42% of portfolio
|
Q3 2024
Added 6562.37%
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
256,719
shares
|
$15 Million
1.54% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
255,807
shares
|
$14.9 Million
5.21% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
254,578
shares
|
$14.8 Million
1.47% of portfolio
|
Q3 2024
Added 14.54%
|