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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
11+ 0.29% |
$632 - $653
|
3.85K
$229K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
7+ 0.06% |
$402 - $416
|
11.8K
$703K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 1.25% |
$345 - $356
|
487
$29K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
4New |
$230 - $238
|
4
$238
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.03% |
$230 - $238
|
13.7K
$815K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.28% |
$230 - $238
|
1.45K
$86.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.5% |
$115 - $119
|
403
$24K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.03% |
$115 - $119
|
6.07K
$362K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
2New |
$115 - $119
|
2
$119
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.79% |
$115 - $119
|
256
$15.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1+ 0.02% |
$57.4 - $59.4
|
4.14K
$246K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2- 50.0% |
$115 - $119
|
2
$119
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2- 0.45% |
$115 - $119
|
443
$26.4K
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-4- 0.02% |
$230 - $238
|
16.3K
$974K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-5- 3.65% |
$287 - $297
|
132
$7.87K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-20- 0.35% |
$1.15K - $1.19K
|
5.76K
$343K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-22- 0.6% |
$1.26K - $1.31K
|
3.65K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-24- 0.56% |
$1.38K - $1.43K
|
4.3K
$256K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-33- 0.51% |
$1.9K - $1.96K
|
6.46K
$385K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-41- 1.18% |
$2.36K - $2.44K
|
3.42K
$204K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-43- 1.14% |
$2.47K - $2.55K
|
3.74K
$223K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-48- 2.8% |
$2.76K - $2.85K
|
1.67K
$99.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-52- 13.13% |
$2.99K - $3.09K
|
344
$20.5K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-58- 3.65% |
$3.33K - $3.45K
|
1.53K
$91.3K
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-61- 0.94% |
$3.5K - $3.62K
|
6.42K
$383K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-63- 0.87% |
$3.62K - $3.74K
|
7.19K
$428K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-63- 1.1% |
$3.62K - $3.74K
|
5.66K
$337K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-65- 32.83% |
$3.73K - $3.86K
|
133
$7.93K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-68- 0.08% |
$3.91K - $4.04K
|
90.4K
$5.38M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-73- 1.15% |
$4.19K - $4.34K
|
6.27K
$374K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-75- 9.01% |
$4.31K - $4.46K
|
757
$45.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-86- 5.94% |
$4.94K - $5.11K
|
1.36K
$81.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-147- 2.89% |
$8.44K - $8.73K
|
4.94K
$294K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-149- 2.84% |
$8.56K - $8.85K
|
5.09K
$303K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-153- 1.16% |
$8.79K - $9.09K
|
13.1K
$779K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-157- 0.73% |
$9.02K - $9.33K
|
21.4K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-200- 8.79% |
$11.5K - $11.9K
|
2.08K
$124K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-235- 3.81% |
$13.5K - $14K
|
5.93K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-243- 0.81% |
$14K - $14.4K
|
29.6K
$1.77M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-264- 2.63% |
$15.2K - $15.7K
|
9.76K
$581K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-267- 5.6% |
$15.3K - $15.9K
|
4.5K
$268K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-275- 2.33% |
$15.8K - $16.3K
|
11.5K
$687K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-323- 8.16% |
$18.6K - $19.2K
|
3.63K
$217K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-336- 1.57% |
$19.3K - $20K
|
21.1K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-339- 0.69% |
$19.5K - $20.1K
|
48.6K
$2.89M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-402- 6.21% |
$23.1K - $23.9K
|
6.07K
$362K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-404- 31.89% |
$23.2K - $24K
|
863
$51.4K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-406- 0.43% |
$23.3K - $24.1K
|
93.5K
$5.57M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-436- 9.74% |
$25K - $25.9K
|
4.04K
$241K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-454- 6.71% |
$26.1K - $27K
|
6.32K
$376K
|