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 |
|---|---|---|---|---|---|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
185,327
shares
|
$11.2 Million
4.08% of portfolio
|
Q2 2025
Added 57.43%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
183,777
shares
|
$11.1 Million
4.62% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
181,947
shares
|
$11 Million
7.74% of portfolio
|
Q2 2025
Reduced 11.99%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
181,686
shares
|
$10.9 Million
5.22% of portfolio
|
Q2 2025
Added 10.22%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
181,149
shares
|
$10.9 Million
1.98% of portfolio
|
Q2 2023
Added 48.85%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Aug 05, 2025 Q2 2025 |
179,614
shares
|
$10.8 Million
3.66% of portfolio
|
Q2 2025
New holding
|
|
|
Sun Life Financial Inc
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
175,700
shares
|
$10.6 Million
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
175,449
shares
|
$10.6 Million
0.54% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
174,586
shares
|
$10.5 Million
3.85% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
172,918
shares
|
$10.4 Million
2.6% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
171,737
shares
|
$10.3 Million
2.81% of portfolio
|
Q2 2025
Added 27.26%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jul 25, 2025 Q2 2025 |
170,940
shares
|
$10.3 Million
6.59% of portfolio
|
Q2 2025
Added 12.03%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
169,160
shares
|
$10.2 Million
1.45% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
168,443
shares
|
$10.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 45.92%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
166,316
shares
|
$10 Million
3.67% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
164,381
shares
|
$9.9 Million
0.7% of portfolio
|
Q2 2025
Added 26.43%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
163,220
shares
|
$9.83 Million
5.39% of portfolio
|
Q3 2025
Added 103.96%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
163,200
shares
|
$9.82 Million
6.16% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
162,107
shares
|
$9.76 Million
3.5% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
161,848
shares
|
$9.74 Million
0.33% of portfolio
|
Q2 2023
New holding
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
161,758
shares
|
$9.74 Million
1.81% of portfolio
|
Q2 2025
Reduced 12.0%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
160,248
shares
|
$9.65 Million
1.34% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
158,618
shares
|
$9.55 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.23%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
157,735
shares
|
$9.5 Million
0.01% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
156,371
shares
|
$9.41 Million
3.52% of portfolio
|
Q2 2025
Added 15.96%
|