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 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
13.8K+ 93.69% |
$803K - $823K
|
28.6K
$1.67M
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
13.7K+ 84.48% |
$794K - $814K
|
29.9K
$1.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
13.3K+ 72.94% |
$775K - $794K
|
31.6K
$1.84M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
12.9K+ 97.93% |
$752K - $770K
|
26.2K
$1.52M
|
|
|
Apr 24, 2024
Q1 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
12.7K+ 7.78% |
$739K - $757K
|
176K
$10.3M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
12.3K+ 35.02% |
$712K - $730K
|
47.3K
$2.76M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
11.8K+ 10.07% |
$683K - $700K
|
129K
$7.49M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.6K+ 15.31% |
$676K - $693K
|
87.6K
$5.11M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11.5K+ 396.33% |
$670K - $687K
|
14.5K
$843K
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
11.3K+ 7.07% |
$653K - $670K
|
170K
$9.93M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
11.2KNew |
$650K - $666K
|
11.2K
$653K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
11.1K+ 6.68% |
$646K - $662K
|
178K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
11.1K+ 569.69% |
$645K - $661K
|
13.1K
$761K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
11K+ 21.72% |
$636K - $652K
|
61.4K
$3.58M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
10.9K+ 2.16% |
$635K - $651K
|
516K
$30.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
10.8KNew |
$627K - $643K
|
10.8K
$630K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
10.6K+ 8.23% |
$617K - $632K
|
140K
$8.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10.5K+ 42.41% |
$612K - $627K
|
35.4K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.4K+ 7.82% |
$604K - $619K
|
143K
$8.36M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.3K+ 5.86% |
$601K - $616K
|
187K
$10.9M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.85KNew |
$572K - $586K
|
9.85K
$574K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.85KNew |
$572K - $586K
|
9.85K
$574K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
9.75K+ 14.55% |
$566K - $580K
|
76.8K
$4.47M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.63K+ 5.7% |
$559K - $573K
|
179K
$10.4M
|
|
|
May 01, 2024
Q1 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
9.4K+ 5.4% |
$546K - $559K
|
184K
$10.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.16KNew |
$532K - $545K
|
9.16K
$534K
|
|
|
Apr 19, 2024
Q1 2024
|
Brickley Wealth Management
|
BUY
|
- |
9.04K+ 8.2% |
$525K - $538K
|
119K
$6.95M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.93K+ 19.69% |
$519K - $532K
|
54.3K
$3.16M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.8KNew |
$511K - $524K
|
8.8K
$513K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
8.79K+ 54.03% |
$510K - $523K
|
25K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
8.78KNew |
$510K - $522K
|
8.78K
$512K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
8.52K+ 15.56% |
$495K - $507K
|
63.2K
$3.69M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.49K+ 24.21% |
$493K - $505K
|
43.6K
$2.54M
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
8.42K+ 228.99% |
$489K - $501K
|
12.1K
$705K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.3KNew |
$482K - $494K
|
8.3K
$484K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.2K+ 0.78% |
$476K - $488K
|
1.05M
$61.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8.09K+ 17.29% |
$470K - $481K
|
54.9K
$3.2M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
BUY
|
- |
8.02K+ 8.09% |
$466K - $477K
|
107K
$6.24M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7.97KNew |
$463K - $475K
|
7.97K
$465K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
7.95K+ 100.72% |
$462K - $473K
|
15.8K
$923K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.84KNew |
$455K - $467K
|
7.84K
$457K
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
7.83K+ 1.98% |
$454K - $466K
|
404K
$23.5M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
7.76K+ 33.94% |
$450K - $462K
|
30.6K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
7.56K+ 35.04% |
$439K - $450K
|
29.1K
$1.7M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7.52KNew |
$437K - $448K
|
7.52K
$439K
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
7.49K+ 103.22% |
$435K - $446K
|
14.8K
$860K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
7.38K+ 3.69% |
$429K - $439K
|
207K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.25K+ 2.42% |
$421K - $431K
|
307K
$17.9M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
7.15K+ 6.9% |
$415K - $425K
|
111K
$6.45M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.06K+ 0.85% |
$410K - $420K
|
834K
$48.6M
|