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 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
1+ 0.07% |
$58.1 - $59.5
|
1.42K
$82.6K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1+ 0.01% |
$58.1 - $59.5
|
15.4K
$896K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1+ 0.47% |
$58.1 - $59.5
|
212
$12.4K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.41% |
$58.1 - $59.5
|
246
$14.3K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 0.93% |
$58.1 - $59.5
|
108
$6.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1+ 0.0% |
$58.1 - $59.5
|
132K
$7.7M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.12% |
$58.1 - $59.5
|
845
$49.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1- 0.32% |
$58.1 - $59.5
|
313
$18.2K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-1- 0.02% |
$58.1 - $59.5
|
4.57K
$267K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.32% |
$639 - $655
|
3.43K
$200K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-21- 0.03% |
$1.22K - $1.25K
|
65.1K
$3.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-25- 0.61% |
$1.45K - $1.49K
|
4.06K
$237K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-26- 2.37% |
$1.51K - $1.55K
|
1.07K
$62.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-30- 0.03% |
$1.74K - $1.79K
|
87K
$5.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-32- 0.38% |
$1.86K - $1.9K
|
8.49K
$495K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-34- 0.2% |
$1.97K - $2.02K
|
17.2K
$1M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-37- 0.56% |
$2.15K - $2.2K
|
6.61K
$385K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-54- 0.24% |
$3.14K - $3.21K
|
22.4K
$1.31M
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-56- 0.46% |
$3.25K - $3.33K
|
12.2K
$713K
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-58- 0.6% |
$3.37K - $3.45K
|
9.62K
$561K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-58- 1.17% |
$3.37K - $3.45K
|
4.9K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-79- 2.17% |
$4.59K - $4.7K
|
3.56K
$208K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-80- 0.98% |
$4.65K - $4.76K
|
8.05K
$469K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-85- 15.92% |
$4.94K - $5.06K
|
449
$26.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-90- 54.55% |
$5.23K - $5.36K
|
75
$4.37K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-106- 1.45% |
$6.16K - $6.31K
|
7.18K
$419K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-114- 7.45% |
$6.62K - $6.79K
|
1.42K
$82.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-136- 3.09% |
$7.9K - $8.09K
|
4.27K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-158- 4.04% |
$9.18K - $9.4K
|
3.75K
$219K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-162- 3.34% |
$9.41K - $9.64K
|
4.69K
$273K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-170- 4.21% |
$9.87K - $10.1K
|
3.87K
$225K
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-182- 0.57% |
$10.6K - $10.8K
|
31.8K
$1.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-187- 0.38% |
$10.9K - $11.1K
|
48.7K
$2.84M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-187- 3.03% |
$10.9K - $11.1K
|
5.98K
$349K
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-189- 1.19% |
$11K - $11.2K
|
15.7K
$917K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-189- 2.22% |
$11K - $11.2K
|
8.32K
$485K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-190- 3.42% |
$11K - $11.3K
|
5.37K
$313K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-200- 1.41% |
$11.6K - $11.9K
|
14K
$817K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-200- 17.02% |
$11.6K - $11.9K
|
975
$56.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-213- 1.76% |
$12.4K - $12.7K
|
11.9K
$692K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-219- 0.48% |
$12.7K - $13K
|
45.5K
$2.65M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-229- 5.02% |
$13.3K - $13.6K
|
4.33K
$253K
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-231- 0.38% |
$13.4K - $13.7K
|
60.5K
$3.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-239- 5.05% |
$13.9K - $14.2K
|
4.5K
$262K
|
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-241- 5.36% |
$14K - $14.3K
|
4.26K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-243- 0.76% |
$14.1K - $14.5K
|
31.9K
$1.86M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-266- 73.89% |
$15.4K - $15.8K
|
94
$5.48K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-269- 6.26% |
$15.6K - $16K
|
4.03K
$235K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-283- 99.65% |
$16.4K - $16.8K
|
1
$58.3
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-285- 0.35% |
$16.5K - $17K
|
81.3K
$4.74M
|