Purchases and Sales Made in Q1 2025 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.8M+ 17.93% |
$676M - $700M
|
77.5M
$4.59B
|
|
|
May 13, 2025
Q1 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
2.39M+ 11.12% |
$137M - $142M
|
23.9M
$1.42B
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.44M+ 51.63% |
$82.8M - $85.6M
|
4.23M
$251M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.42M+ 6.33% |
$81.8M - $84.6M
|
23.9M
$1.42B
|
|
|
May 15, 2025
Q1 2025
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
1.4M+ 86.52% |
$80.6M - $83.4M
|
3.03M
$179M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.17M+ 6.87% |
$67.4M - $69.7M
|
18.2M
$1.08B
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.03M+ 8.08% |
$59.1M - $61.1M
|
13.8M
$816M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.02M+ 1734.95% |
$58.4M - $60.4M
|
1.08M
$63.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
893K+ 33.92% |
$51.3M - $53M
|
3.52M
$209M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
793K+ 67.72% |
$45.6M - $47.1M
|
1.96M
$117M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
674K+ 14.18% |
$38.7M - $40.1M
|
5.43M
$322M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
585K+ 35.68% |
$33.6M - $34.7M
|
2.22M
$132M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
532K+ 7234.13% |
$30.6M - $31.6M
|
539K
$32M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
531K+ 339.17% |
$30.5M - $31.5M
|
687K
$40.7M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
508K+ 99.79% |
$29.2M - $30.2M
|
1.02M
$60.3M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
496K+ 27.5% |
$28.5M - $29.4M
|
2.3M
$136M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
472K+ 3307.09% |
$27.1M - $28M
|
486K
$28.8M
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
450K+ 603.01% |
$25.8M - $26.7M
|
525K
$31.1M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
428K+ 818.26% |
$24.6M - $25.4M
|
480K
$28.5M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
426K+ 327.2% |
$24.5M - $25.3M
|
557K
$33M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
409K+ 59.31% |
$23.5M - $24.3M
|
1.1M
$65.2M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
328K+ 25.23% |
$18.9M - $19.5M
|
1.63M
$96.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
289K+ 43.5% |
$16.6M - $17.2M
|
953K
$56.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
283K+ 278.3% |
$16.3M - $16.8M
|
385K
$22.8M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
270K+ 399.11% |
$15.5M - $16M
|
337K
$20M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
270K+ 36.89% |
$15.5M - $16M
|
1M
$59.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
268K+ 10.68% |
$15.4M - $15.9M
|
2.78M
$165M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
266K+ 4319.53% |
$15.3M - $15.8M
|
272K
$16.1M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
259K+ 142.53% |
$14.9M - $15.4M
|
441K
$26.1M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
252K+ 1335.57% |
$14.5M - $14.9M
|
270K
$16M
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
245KNew |
$14.1M - $14.6M
|
245K
$14.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
236K+ 15.57% |
$13.6M - $14M
|
1.75M
$104M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
234K+ 356.07% |
$13.4M - $13.9M
|
299K
$17.7M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
231K+ 11.88% |
$13.2M - $13.7M
|
2.17M
$129M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
220K+ 2.1% |
$12.7M - $13.1M
|
10.7M
$636M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
213K+ 73.5% |
$12.2M - $12.6M
|
502K
$29.8M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
200KNew |
$11.5M - $11.9M
|
200K
$11.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
197K+ 8.47% |
$11.3M - $11.7M
|
2.53M
$150M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
190KNew |
$10.9M - $11.3M
|
190K
$11.2M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
175K+ 17.01% |
$10M - $10.4M
|
1.2M
$71.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
171KNew |
$9.8M - $10.1M
|
171K
$10.1M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
165K+ 76.33% |
$9.45M - $9.78M
|
380K
$22.5M
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
159KNew |
$9.15M - $9.46M
|
159K
$9.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
148K+ 2.66% |
$8.47M - $8.76M
|
5.7M
$338M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
147K+ 33.11% |
$8.46M - $8.74M
|
592K
$35.1M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
137K+ 4.31% |
$7.87M - $8.14M
|
3.32M
$197M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
122K+ 19.73% |
$7.02M - $7.26M
|
741K
$44M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
102KNew |
$5.85M - $6.05M
|
102K
$6.03M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
96.9KNew |
$5.56M - $5.75M
|
96.9K
$5.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
95.4KNew |
$5.48M - $5.67M
|
95.4K
$5.66M
|