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 877 institutions that hold shares in the stock, with a total of 398 Million shares, which have been reported (via 13F filing form) to have a value of $23.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
291,191
shares
|
$17.1 Million
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
290,265
shares
|
$17 Million
1.27% of portfolio
|
Q3 2023
Reduced 4.79%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
283,598
shares
|
$16.6 Million
5.78% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
282,462
shares
|
$16.6 Million
2.68% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
279,885
shares
|
$16.4 Million
1.56% of portfolio
|
Q1 2025
Added 18.02%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
272,066
shares
|
$16 Million
0.52% of portfolio
|
Q1 2025
Added 4319.53%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
270,476
shares
|
$15.9 Million
0.06% of portfolio
|
Q1 2025
Added 1335.57%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
270,074
shares
|
$15.8 Million
0.42% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
267,815
shares
|
$15.7 Million
1.19% of portfolio
|
Q1 2025
Added 22.1%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
266,652
shares
|
$15.6 Million
6.55% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Capital Investment Services Of America, Inc.
|
Apr 16, 2025 Q1 2025 |
261,741
shares
|
$15.4 Million
1.69% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
261,544
shares
|
$15.3 Million
2.85% of portfolio
|
Q1 2025
Reduced 28.47%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
260,329
shares
|
$15.3 Million
0.72% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
258,103
shares
|
$15.1 Million
0.01% of portfolio
|
Q1 2025
Added 23.96%
|
|
|
Roth Financial Partners LLC
|
Apr 18, 2025 Q1 2025 |
253,463
shares
|
$14.9 Million
5.94% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Apr 16, 2025 Q1 2025 |
253,428
shares
|
$14.9 Million
6.39% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
249,410
shares
|
$14.6 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
248,817
shares
|
$14.6 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
247,965
shares
|
$14.5 Million
0.05% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
246,601
shares
|
$14.5 Million
0.2% of portfolio
|
Q1 2025
Reduced 64.59%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
May 13, 2025 Q1 2025 |
245,327
shares
|
$14.4 Million
17.3% of portfolio
|
Q1 2025
New holding
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
May 01, 2025 Q1 2025 |
238,529
shares
|
$14 Million
7.01% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
237,941
shares
|
$14 Million
1.83% of portfolio
|
Q2 2024
Added 5.71%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
237,096
shares
|
$13.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Apr 16, 2025 Q1 2025 |
236,874
shares
|
$13.9 Million
6.42% of portfolio
|
Q1 2025
Added 8.95%
|