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 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
93.8K+ 22.76% |
$5.39M - $5.57M
|
506K
$30M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
84.9K+ 60.22% |
$4.88M - $5.05M
|
226K
$13.4M
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
84.3K+ 6.01% |
$4.84M - $5.01M
|
1.49M
$88.2M
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
82.1K+ 9.95% |
$4.71M - $4.88M
|
907K
$53.8M
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
76.6KNew |
$4.4M - $4.55M
|
76.6K
$4.54M
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
74K+ 117.21% |
$4.25M - $4.4M
|
137K
$8.13M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
72.4KNew |
$4.16M - $4.3M
|
72.4K
$4.3M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
67.5K+ 5.46% |
$3.88M - $4.01M
|
1.3M
$77.4M
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
65.6KNew |
$3.77M - $3.9M
|
65.6K
$3.89M
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
64.6K+ 16.44% |
$3.71M - $3.84M
|
458K
$27.1M
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
59.4K+ 105.81% |
$3.41M - $3.53M
|
115K
$6.85M
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
56.8K+ 10.82% |
$3.26M - $3.38M
|
582K
$34.5M
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
54.3K+ 10.81% |
$3.12M - $3.23M
|
557K
$33M
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
52.4K+ 16.45% |
$3.01M - $3.11M
|
371K
$22M
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
51.6K+ 76.86% |
$2.97M - $3.07M
|
119K
$7.05M
|
|
Apr 25, 2025
Q1 2025
|
Libra Wealth LLC
|
BUY
|
- |
51.2K+ 6.15% |
$2.94M - $3.04M
|
883K
$52.4M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
49.9K+ 23.96% |
$2.87M - $2.96M
|
258K
$15.3M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48.9K+ 7.19% |
$2.81M - $2.9M
|
729K
$43.2M
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
48.5K+ 22.1% |
$2.78M - $2.88M
|
268K
$15.9M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
46.5K+ 78.84% |
$2.67M - $2.76M
|
105K
$6.25M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
46K+ 16.0% |
$2.64M - $2.74M
|
334K
$19.8M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45.8K+ 15.3% |
$2.63M - $2.72M
|
345K
$20.5M
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
44.8K+ 51.18% |
$2.57M - $2.66M
|
132K
$7.85M
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
44.5K+ 2.07% |
$2.55M - $2.64M
|
2.19M
$130M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.3K+ 2.53% |
$2.55M - $2.63M
|
1.8M
$106M
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
43.8K+ 73.32% |
$2.51M - $2.6M
|
103K
$6.13M
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
42.7K+ 18.02% |
$2.45M - $2.54M
|
280K
$16.6M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
42.6K+ 7.92% |
$2.45M - $2.53M
|
581K
$34.4M
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
42.1K+ 29.75% |
$2.42M - $2.5M
|
184K
$10.9M
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
41.7K+ 58.29% |
$2.39M - $2.48M
|
113K
$6.71M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
41.1K+ 58.42% |
$2.36M - $2.44M
|
112K
$6.61M
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
40.4K+ 133.28% |
$2.32M - $2.4M
|
70.8K
$4.2M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
40.4K+ 6.52% |
$2.32M - $2.4M
|
660K
$39.1M
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
40.1K+ 11.63% |
$2.3M - $2.38M
|
385K
$22.8M
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
37.4KNew |
$2.15M - $2.22M
|
37.4K
$2.22M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.9K+ 13.34% |
$2.12M - $2.19M
|
313K
$18.6M
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
35.6KNew |
$2.05M - $2.12M
|
35.6K
$2.11M
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
35.2K+ 8.22% |
$2.02M - $2.09M
|
464K
$27.5M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
35.1K+ 10.1% |
$2.01M - $2.08M
|
382K
$22.7M
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
34.9K+ 85.98% |
$2M - $2.07M
|
75.4K
$4.47M
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
33.9K+ 29.5% |
$1.95M - $2.01M
|
149K
$8.81M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
33.2K+ 98.49% |
$1.91M - $1.97M
|
66.9K
$3.97M
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
32.9KNew |
$1.89M - $1.95M
|
32.9K
$1.95M
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
32.8K+ 3.75% |
$1.88M - $1.95M
|
907K
$53.8M
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
32.1K+ 7.11% |
$1.84M - $1.91M
|
484K
$28.7M
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
32K+ 1182.56% |
$1.84M - $1.9M
|
34.7K
$2.06M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
31KNew |
$1.78M - $1.84M
|
31K
$1.84M
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
30.7K+ 5.43% |
$1.76M - $1.82M
|
596K
$35.3M
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
BUY
|
- |
29.3K+ 38.37% |
$1.68M - $1.74M
|
106K
$6.26M
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
28.3K+ 64.32% |
$1.62M - $1.68M
|
72.2K
$4.28M
|