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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
299,105
shares
|
$17.8 Million
0.23% of portfolio
|
Q2 2025
Added 21.29%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
294,976
shares
|
$17.6 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
293,914
shares
|
$17.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.72%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
293,123
shares
|
$17.5 Million
0.57% of portfolio
|
Q2 2025
Reduced 39.71%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
291,191
shares
|
$17.4 Million
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
290,265
shares
|
$17.3 Million
1.27% of portfolio
|
Q3 2023
Reduced 4.79%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
285,416
shares
|
$17 Million
0.34% of portfolio
|
Q2 2025
Reduced 14.52%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
285,002
shares
|
$17 Million
4.69% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
283,598
shares
|
$16.9 Million
5.78% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
283,187
shares
|
$16.9 Million
3.28% of portfolio
|
Q2 2025
Added 106.52%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
279,730
shares
|
$16.7 Million
0.06% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
278,623
shares
|
$16.6 Million
0.22% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Roth Financial Partners LLC
|
Jul 09, 2025 Q2 2025 |
275,438
shares
|
$16.4 Million
5.96% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
272,066
shares
|
$16.2 Million
0.53% of portfolio
|
Q4 2024
Reduced 97.48%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jul 25, 2025 Q2 2025 |
271,522
shares
|
$16.2 Million
5.89% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
264,909
shares
|
$15.8 Million
0.01% of portfolio
|
Q2 2025
Added 17.22%
|
|
|
Capital Investment Services Of America, Inc.
|
Jul 30, 2025 Q2 2025 |
262,143
shares
|
$15.6 Million
1.52% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
261,544
shares
|
$15.6 Million
2.85% of portfolio
|
Q1 2025
Reduced 28.47%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
260,931
shares
|
$15.5 Million
2.27% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
260,329
shares
|
$15.5 Million
0.72% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
259,402
shares
|
$15.5 Million
0.01% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
257,255
shares
|
$15.3 Million
16.42% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
252,094
shares
|
$15 Million
0.32% of portfolio
|
Q2 2025
Added 28.0%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
249,576
shares
|
$14.9 Million
0.34% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
247,965
shares
|
$14.8 Million
0.05% of portfolio
|
Q1 2025
Added 6.5%
|