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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.24K- 8.47% |
$188K - $193K
|
35K
$2.04M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.34K- 46.22% |
$194K - $199K
|
3.88K
$226K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.4K- 14.19% |
$198K - $202K
|
20.6K
$1.2M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.7K- 57.84% |
$215K - $220K
|
2.7K
$157K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.84K- 9.26% |
$223K - $228K
|
37.6K
$2.19M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-3.91K- 7.95% |
$227K - $232K
|
45.2K
$2.63M
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-3.93K- 4.42% |
$228K - $234K
|
85.1K
$4.96M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.14K- 0.97% |
$240K - $246K
|
424K
$24.7M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-4.27K- 13.07% |
$248K - $254K
|
28.4K
$1.66M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.54K- 7.0% |
$264K - $270K
|
60.3K
$3.52M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-4.59K- 4.71% |
$267K - $273K
|
93K
$5.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.73K- 33.6% |
$275K - $282K
|
9.35K
$545K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-4.8K- 5.51% |
$278K - $285K
|
82.2K
$4.79M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
SELL
|
- |
-5.27K- 57.66% |
$306K - $314K
|
3.87K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-5.46K- 10.32% |
$317K - $325K
|
47.5K
$2.77M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-5.66K- 56.41% |
$329K - $337K
|
4.38K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.78KClosed |
$336K - $344K
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-5.99K- 72.46% |
$348K - $356K
|
2.28K
$133K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.1K- 15.44% |
$354K - $363K
|
33.4K
$1.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-6.14K- 17.1% |
$356K - $365K
|
29.7K
$1.73M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-6.43K- 5.93% |
$373K - $383K
|
102K
$5.94M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.49K- 57.52% |
$377K - $386K
|
4.79K
$279K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.6K- 0.84% |
$383K - $393K
|
779K
$45.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.71K- 5.43% |
$390K - $399K
|
117K
$6.81M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-6.75K- 6.93% |
$392K - $402K
|
90.7K
$5.29M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-7.13K- 66.77% |
$414K - $424K
|
3.55K
$207K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-7.17K- 53.01% |
$417K - $427K
|
6.36K
$371K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.96K- 20.24% |
$462K - $474K
|
31.4K
$1.83M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-8.86K- 59.32% |
$514K - $527K
|
6.08K
$354K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-9.19K- 10.67% |
$533K - $547K
|
76.9K
$4.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-9.25K- 13.83% |
$537K - $550K
|
57.6K
$3.36M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-9.4K- 2.41% |
$546K - $559K
|
381K
$22.2M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-9.51K- 4.95% |
$552K - $566K
|
183K
$10.6M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.59K- 39.86% |
$557K - $570K
|
14.5K
$843K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-9.67K- 2.05% |
$562K - $576K
|
462K
$26.9M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-9.78K- 5.03% |
$568K - $582K
|
184K
$10.8M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-10.2K- 62.34% |
$590K - $604K
|
6.13K
$358K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.5K- 9.2% |
$611K - $626K
|
104K
$6.05M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-11K- 30.44% |
$637K - $653K
|
25.1K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-13.5K- 10.28% |
$786K - $805K
|
118K
$6.88M
|
|
|
May 08, 2024
Q1 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-14.8K- 1.79% |
$862K - $884K
|
814K
$47.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-15K- 50.06% |
$874K - $895K
|
15K
$875K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-15.2K- 45.14% |
$882K - $904K
|
18.4K
$1.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-16.8K- 16.3% |
$977K - $1M
|
86.4K
$5.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.4K- 6.8% |
$1.01M - $1.04M
|
239K
$13.9M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-18.3K- 38.56% |
$1.06M - $1.09M
|
29.1K
$1.7M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-18.5K- 60.45% |
$1.08M - $1.1M
|
12.1K
$707K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-19.5K- 6.37% |
$1.13M - $1.16M
|
287K
$16.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-20.8K- 28.35% |
$1.21M - $1.24M
|
52.6K
$3.06M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-22.9K- 0.61% |
$1.33M - $1.37M
|
3.74M
$218M
|