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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-66.3K- 17.97% |
$3.81M - $3.94M
|
303K
$18M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-69.3K- 42.29% |
$3.98M - $4.12M
|
94.6K
$5.61M
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-69.5K- 6.4% |
$3.99M - $4.13M
|
1.02M
$60.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-72.2K- 59.18% |
$4.15M - $4.29M
|
49.8K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-73.5K- 65.33% |
$4.22M - $4.37M
|
39K
$2.31M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-76.5K- 3.66% |
$4.39M - $4.54M
|
2.01M
$119M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-84.7K- 88.56% |
$4.87M - $5.03M
|
11K
$649K
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-86.3K- 41.51% |
$4.96M - $5.13M
|
122K
$7.21M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-98.9K- 85.78% |
$5.68M - $5.87M
|
16.4K
$972K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-104K- 28.47% |
$5.98M - $6.18M
|
262K
$15.5M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-108K- 8.16% |
$6.21M - $6.43M
|
1.22M
$72.2M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-127K- 93.96% |
$7.29M - $7.54M
|
8.16K
$484K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-137K- 13.05% |
$7.88M - $8.15M
|
914K
$54.2M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-141K- 54.42% |
$8.07M - $8.35M
|
118K
$6.98M
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-148K- 90.65% |
$8.5M - $8.79M
|
15.3K
$905K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-156K- 33.3% |
$8.97M - $9.28M
|
313K
$18.5M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-170K- 41.87% |
$9.78M - $10.1M
|
236K
$14M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-179K- 24.21% |
$10.3M - $10.6M
|
560K
$33.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-195K- 92.73% |
$11.2M - $11.6M
|
15.3K
$905K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-196K- 77.6% |
$11.3M - $11.7M
|
56.7K
$3.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-252K- 19.72% |
$14.5M - $15M
|
1.03M
$60.9M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-271K- 72.39% |
$15.6M - $16.1M
|
103K
$6.13M
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
SELL
|
- |
-345K- 5.15% |
$19.8M - $20.5M
|
6.35M
$377M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-354K- 35.34% |
$20.3M - $21M
|
648K
$38.4M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-370K- 5.72% |
$21.3M - $22M
|
6.1M
$362M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-375K- 42.11% |
$21.5M - $22.3M
|
516K
$30.6M
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-423K- 23.58% |
$24.3M - $25.1M
|
1.37M
$81.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-427K- 16.28% |
$24.5M - $25.4M
|
2.2M
$130M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-450K- 64.59% |
$25.8M - $26.7M
|
247K
$14.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-530K- 98.32% |
$30.5M - $31.5M
|
9.08K
$538K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-1.08M- 89.95% |
$62.1M - $64.3M
|
121K
$7.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.15M- 99.04% |
$66.1M - $68.4M
|
11.2K
$663K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.22M- 22.82% |
$69.8M - $72.2M
|
4.11M
$244M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.93M- 50.97% |
$111M - $115M
|
1.86M
$110M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-3.76M- 43.46% |
$216M - $223M
|
4.89M
$290M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.5M- 28.81% |
$1.06B - $1.1B
|
45.6M
$2.7B
|