Purchases and Sales Made in Q1 2024 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD INTERMEDIATE-TERM TRE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52.8M+ 322.81% |
$3.06B - $3.14B
|
69.1M
$4.03B
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.9M+ 6.33% |
$168M - $172M
|
48.6M
$2.84B
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.81M+ 68.33% |
$163M - $167M
|
6.92M
$404M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.59M+ 79.8% |
$150M - $154M
|
5.84M
$340M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.48M+ 15.98% |
$144M - $147M
|
18M
$1.05B
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.48M+ 15.98% |
$144M - $147M
|
18M
$1.05B
|
|
|
May 21, 2024
Q1 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
1.8M+ 40.54% |
$105M - $107M
|
6.25M
$364M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.6M+ 19.38% |
$92.8M - $95.1M
|
9.85M
$574M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.51M+ 92.01% |
$87.9M - $90.1M
|
3.16M
$184M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
938KNew |
$54.5M - $55.8M
|
938K
$54.7M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
824KNew |
$47.8M - $49M
|
824K
$48M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
715K+ 13.45% |
$41.5M - $42.5M
|
6.03M
$351M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
623K+ 41.03% |
$36.2M - $37.1M
|
2.14M
$125M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
618KNew |
$35.9M - $36.8M
|
618K
$36M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
554KNew |
$32.2M - $33M
|
554K
$32.3M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
463K+ 3.36% |
$26.9M - $27.6M
|
14.3M
$832M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
453K+ 681.53% |
$26.3M - $27M
|
520K
$30.3M
|
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
378K+ 2505.33% |
$22M - $22.5M
|
393K
$22.9M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
348KNew |
$20.2M - $20.7M
|
348K
$20.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
339K+ 31.28% |
$19.7M - $20.2M
|
1.42M
$82.9M
|
|
|
May 07, 2024
Q1 2024
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
318K+ 18.12% |
$18.5M - $18.9M
|
2.07M
$121M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
254K+ 13.06% |
$14.8M - $15.1M
|
2.2M
$128M
|
|
|
May 13, 2024
Q1 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
250KNew |
$14.5M - $14.9M
|
250K
$14.6M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
242K+ 2.53% |
$14M - $14.4M
|
9.78M
$570M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
242K+ 2.53% |
$14M - $14.4M
|
9.78M
$570M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
240K+ 7.1% |
$14M - $14.3M
|
3.63M
$211M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
239K+ 1053.17% |
$13.8M - $14.2M
|
261K
$15.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
226KNew |
$13.1M - $13.5M
|
226K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
209K+ 9.23% |
$12.1M - $12.4M
|
2.47M
$144M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
177K+ 2.08% |
$10.3M - $10.5M
|
8.67M
$506M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
166K+ 6.82% |
$9.66M - $9.9M
|
2.6M
$152M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
155K+ 7.26% |
$8.97M - $9.2M
|
2.28M
$133M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
151K+ 124.44% |
$8.78M - $8.99M
|
273K
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
151KNew |
$8.75M - $8.97M
|
151K
$8.78M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
148K+ 210.51% |
$8.59M - $8.81M
|
218K
$12.7M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
142K+ 333.26% |
$8.24M - $8.44M
|
184K
$10.8M
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
134KNew |
$7.79M - $7.99M
|
134K
$7.82M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
129K+ 48.62% |
$7.5M - $7.68M
|
395K
$23M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
129K+ 141.0% |
$7.48M - $7.67M
|
220K
$12.8M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
127K+ 90.23% |
$7.39M - $7.58M
|
268K
$15.6M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
121K+ 11.99% |
$7.03M - $7.2M
|
1.13M
$65.9M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
120K+ 288.4% |
$6.99M - $7.17M
|
162K
$9.45M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
119K+ 31.74% |
$6.89M - $7.06M
|
492K
$28.7M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
107K+ 3153.01% |
$6.2M - $6.35M
|
110K
$6.42M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
91.2K+ 160.52% |
$5.3M - $5.43M
|
148K
$8.63M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
90.6KNew |
$5.26M - $5.39M
|
90.6K
$5.28M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
89.9K+ 7.36% |
$5.22M - $5.35M
|
1.31M
$76.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
87K+ 33.96% |
$5.05M - $5.18M
|
343K
$20M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
86.8K+ 3.92% |
$5.04M - $5.17M
|
2.3M
$134M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
86.4KNew |
$5.02M - $5.14M
|
86.4K
$5.04M
|