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 $25.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
303,974
shares
|
$18.3 Million
6.68% of portfolio
|
Q2 2025
Added 14.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
303,951
shares
|
$18.3 Million
0.9% of portfolio
|
Q2 2025
Added 22.16%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
299,105
shares
|
$18 Million
0.23% of portfolio
|
Q2 2025
Added 21.29%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
294,976
shares
|
$17.8 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
293,914
shares
|
$17.7 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
|
$17.6 Million
0.57% of portfolio
|
Q2 2025
Reduced 39.71%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
291,191
shares
|
$17.5 Million
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
290,265
shares
|
$17.5 Million
1.27% of portfolio
|
Q3 2023
Reduced 4.79%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
285,002
shares
|
$17.2 Million
4.69% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
283,598
shares
|
$17.1 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
|
$17 Million
3.28% of portfolio
|
Q2 2025
Added 106.52%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
279,730
shares
|
$16.8 Million
0.06% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Roth Financial Partners LLC
|
Jul 09, 2025 Q2 2025 |
275,438
shares
|
$16.6 Million
5.96% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
273,134
shares
|
$16.4 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Jul 25, 2025 Q2 2025 |
271,522
shares
|
$16.3 Million
5.89% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
266,712
shares
|
$16.1 Million
0.69% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
264,909
shares
|
$15.9 Million
0.01% of portfolio
|
Q2 2025
Added 17.22%
|
|
|
Capital Investment Services Of America, Inc.
|
Jul 30, 2025 Q2 2025 |
262,143
shares
|
$15.8 Million
1.52% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
261,544
shares
|
$15.7 Million
2.85% of portfolio
|
Q1 2025
Reduced 28.47%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
260,931
shares
|
$15.7 Million
2.27% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
259,402
shares
|
$15.6 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
|
$15.5 Million
16.42% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
252,094
shares
|
$15.2 Million
0.32% of portfolio
|
Q2 2025
Added 28.0%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
249,576
shares
|
$15 Million
0.34% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
244,122
shares
|
$14.7 Million
9.15% of portfolio
|
Q2 2025
Reduced 0.48%
|