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 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
28K+ 4.67% |
$1.61M - $1.66M
|
626K
$37.1M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
25.7KNew |
$1.48M - $1.53M
|
25.7K
$1.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
25.7K+ 4.86% |
$1.47M - $1.53M
|
554K
$32.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
24.7K+ 8.61% |
$1.42M - $1.47M
|
311K
$18.5M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
24.1K+ 41.94% |
$1.38M - $1.43M
|
81.5K
$4.83M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
23.8K+ 17.05% |
$1.37M - $1.42M
|
164K
$9.71M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.4K+ 29.47% |
$1.35M - $1.39M
|
103K
$6.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
23.2K+ 11.68% |
$1.33M - $1.38M
|
222K
$13.2M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
23.2K+ 6.42% |
$1.33M - $1.38M
|
385K
$22.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
22.8K+ 6.4% |
$1.31M - $1.36M
|
380K
$22.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
21.5K+ 67.54% |
$1.24M - $1.28M
|
53.4K
$3.17M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
21.4KNew |
$1.23M - $1.27M
|
21.4K
$1.27M
|
|
|
Apr 18, 2025
Q1 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
20.9K+ 9.0% |
$1.2M - $1.24M
|
253K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
20.9K+ 20.05% |
$1.2M - $1.24M
|
125K
$7.4M
|
|
|
May 07, 2025
Q1 2025
|
Chandler Asset Management, Inc.
|
BUY
|
- |
20.4K+ 168.48% |
$1.17M - $1.21M
|
32.5K
$1.93M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.1K+ 362.99% |
$1.15M - $1.19M
|
25.6K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
19.7KNew |
$1.13M - $1.17M
|
19.7K
$1.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
19.5K+ 8.95% |
$1.12M - $1.16M
|
237K
$14M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
19.3K+ 16.64% |
$1.11M - $1.14M
|
135K
$8M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
18.9KNew |
$1.09M - $1.12M
|
18.9K
$1.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
18.1K+ 10.11% |
$1.04M - $1.07M
|
197K
$11.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
17.5K+ 8.28% |
$1.01M - $1.04M
|
229K
$13.6M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
17K+ 11.97% |
$974K - $1.01M
|
159K
$9.41M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.8K+ 305.48% |
$966K - $999K
|
22.3K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
16.6K+ 11.22% |
$955K - $988K
|
165K
$9.77M
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
16.6K+ 85.94% |
$951K - $983K
|
35.8K
$2.12M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
16.3K+ 5.15% |
$934K - $965K
|
332K
$19.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
16K+ 3.4% |
$922K - $953K
|
488K
$29M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
15.8K+ 4.27% |
$909K - $940K
|
387K
$22.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
15.7KNew |
$901K - $932K
|
15.7K
$930K
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
15.6K+ 6.58% |
$898K - $929K
|
253K
$15M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.6K+ 13.57% |
$898K - $929K
|
131K
$7.76M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
15.3K+ 8.41% |
$878K - $908K
|
197K
$11.7M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
15.2K+ 12.89% |
$874K - $904K
|
133K
$7.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
15.1K+ 27.21% |
$869K - $899K
|
70.8K
$4.2M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.1K+ 6.5% |
$869K - $899K
|
248K
$14.7M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
15K+ 8.54% |
$863K - $892K
|
191K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.8K+ 13.32% |
$851K - $880K
|
126K
$7.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
14.6K+ 54.43% |
$836K - $865K
|
41.3K
$2.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.2K+ 22.49% |
$816K - $844K
|
77.4K
$4.59M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14.2K+ 205.86% |
$816K - $843K
|
21.1K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
14.2K+ 8.65% |
$813K - $841K
|
178K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
13.9K+ 226.06% |
$800K - $827K
|
20.1K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
13.9K+ 17.99% |
$798K - $825K
|
91.1K
$5.4M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
13.5KNew |
$778K - $805K
|
13.5K
$803K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
13.5K+ 6.29% |
$778K - $804K
|
229K
$13.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
BUY
|
- |
13.2K+ 14.15% |
$759K - $785K
|
107K
$6.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
12.5K+ 64.93% |
$717K - $742K
|
31.7K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
12K+ 552.06% |
$691K - $715K
|
14.2K
$843K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
11.8K+ 6.03% |
$680K - $703K
|
208K
$12.4M
|