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 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
167+ 1.49% |
$9.7K - $9.94K
|
11.4K
$663K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
162New |
$9.41K - $9.64K
|
162
$9.44K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
155+ 5.57% |
$9K - $9.23K
|
2.94K
$171K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
150+ 27.22% |
$8.71K - $8.93K
|
701
$40.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
148+ 1.39% |
$8.59K - $8.81K
|
10.8K
$629K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
137+ 1.22% |
$7.96K - $8.15K
|
11.4K
$662K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
132+ 2.15% |
$7.67K - $7.86K
|
6.27K
$366K
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
129+ 0.57% |
$7.49K - $7.68K
|
22.7K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
127+ 1.99% |
$7.37K - $7.56K
|
6.49K
$378K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
125+ 2.65% |
$7.26K - $7.44K
|
4.84K
$282K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
110+ 2.43% |
$6.39K - $6.55K
|
4.64K
$270K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
103+ 1.6% |
$5.98K - $6.13K
|
6.54K
$381K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
100+ 0.47% |
$5.81K - $5.95K
|
21.3K
$1.24M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100+ 17.67% |
$5.81K - $5.95K
|
666
$38.8K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
91+ 2.66% |
$5.28K - $5.42K
|
3.51K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
85+ 166.67% |
$4.94K - $5.06K
|
136
$7.93K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
78New |
$4.53K - $4.64K
|
78
$4.55K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
75+ 1.31% |
$4.36K - $4.46K
|
5.81K
$339K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
70New |
$4.06K - $4.17K
|
70
$4.08K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
69+ 34.16% |
$4.01K - $4.11K
|
271
$15.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
62+ 1.67% |
$3.6K - $3.69K
|
3.79K
$221K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
62+ 0.86% |
$3.6K - $3.69K
|
7.26K
$423K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
61+ 0.67% |
$3.54K - $3.63K
|
9.23K
$538K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
53+ 0.54% |
$3.08K - $3.15K
|
9.95K
$580K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
51New |
$2.96K - $3.04K
|
51
$2.97K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
46+ 0.53% |
$2.67K - $2.74K
|
8.76K
$511K
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
45+ 0.58% |
$2.61K - $2.68K
|
7.77K
$453K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
43+ 0.53% |
$2.5K - $2.56K
|
8.17K
$476K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
39New |
$2.26K - $2.32K
|
39
$2.27K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
38+ 0.2% |
$2.21K - $2.26K
|
18.8K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
29+ 0.18% |
$1.68K - $1.73K
|
15.9K
$928K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
29New |
$1.68K - $1.73K
|
29
$1.69K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
29New |
$1.68K - $1.73K
|
29
$1.69K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
BUY
|
- |
25+ 0.04% |
$1.45K - $1.49K
|
68.1K
$3.97M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
18New |
$1.05K - $1.07K
|
18
$1.05K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
16New |
$929 - $952
|
16
$933
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
15+ 0.36% |
$871 - $893
|
4.17K
$243K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
11New |
$639 - $655
|
11
$641
|
|
|
May 08, 2024
Q1 2024
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
9+ 0.03% |
$523 - $536
|
27.1K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8+ 0.82% |
$465 - $476
|
989
$57.6K
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
8+ 0.17% |
$465 - $476
|
4.73K
$276K
|
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
7+ 0.1% |
$406 - $417
|
7.25K
$423K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
7+ 0.52% |
$406 - $417
|
1.35K
$78.9K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6+ 0.05% |
$348 - $357
|
11.6K
$677K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
5New |
$290 - $298
|
5
$291
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
5+ 0.08% |
$290 - $298
|
6.31K
$368K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5+ 0.29% |
$290 - $298
|
1.72K
$100K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
5+ 0.12% |
$290 - $298
|
4.32K
$252K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.21% |
$174 - $179
|
1.46K
$84.8K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$116 - $119
|
2
$117
|