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 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
11.7K+ 5.53% |
$670K - $693K
|
223K
$13.2M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
11.6K+ 59.14% |
$669K - $692K
|
31.3K
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
11.4KNew |
$657K - $679K
|
11.4K
$678K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
11.3K+ 50.8% |
$648K - $670K
|
33.5K
$1.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
11.1KNew |
$639K - $661K
|
11.1K
$659K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.1K+ 13.12% |
$638K - $660K
|
95.8K
$5.68M
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11K+ 26.32% |
$633K - $655K
|
52.9K
$3.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
10.9K+ 15.44% |
$627K - $649K
|
81.7K
$4.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
10.8K+ 1.44% |
$623K - $644K
|
766K
$45.4M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
10.8K+ 4.22% |
$621K - $642K
|
267K
$15.8M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.8K+ 22.54% |
$620K - $641K
|
58.7K
$3.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
10.6KNew |
$608K - $629K
|
10.6K
$627K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
10.6K+ 200.0% |
$608K - $628K
|
15.9K
$941K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 145.33% |
$608K - $628K
|
17.9K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.5K+ 30.43% |
$605K - $626K
|
45.1K
$2.68M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
10.5KNew |
$603K - $624K
|
10.5K
$623K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.8K+ 7.28% |
$563K - $582K
|
144K
$8.55M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
9.72KNew |
$558K - $577K
|
9.72K
$576K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
9.64K+ 164.99% |
$554K - $572K
|
15.5K
$918K
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
9.48KNew |
$545K - $563K
|
9.48K
$562K
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.48K+ 7.78% |
$544K - $563K
|
131K
$7.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9.38K+ 15.18% |
$539K - $557K
|
71.1K
$4.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
9.31K+ 8.89% |
$535K - $553K
|
114K
$6.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
9.15K+ 1.54% |
$525K - $543K
|
603K
$35.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
8.94K+ 4.15% |
$514K - $531K
|
225K
$13.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
8.81K+ 9.2% |
$506K - $523K
|
105K
$6.2M
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
8.7K+ 9.36% |
$500K - $517K
|
102K
$6.03M
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
8.69KNew |
$499K - $516K
|
8.69K
$515K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
8.67KNew |
$498K - $515K
|
8.67K
$514K
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
8.6K+ 0.8% |
$494K - $511K
|
1.08M
$64.2M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
8.59K+ 4.95% |
$494K - $510K
|
182K
$10.8M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
8.46K+ 48.41% |
$486K - $502K
|
25.9K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
8.42K+ 2.33% |
$483K - $500K
|
370K
$22M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
8.28KNew |
$476K - $492K
|
8.28K
$491K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
8.21K+ 9.19% |
$472K - $488K
|
97.6K
$5.79M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.21K+ 4.7% |
$472K - $488K
|
183K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
8.17K+ 4.62% |
$470K - $486K
|
185K
$11M
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
7.98K+ 9.81% |
$458K - $474K
|
89.3K
$5.29M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.87KNew |
$452K - $467K
|
7.87K
$466K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.78K+ 9.51% |
$447K - $462K
|
89.6K
$5.31M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7.6KNew |
$436K - $451K
|
7.6K
$450K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
7.52KNew |
$432K - $447K
|
7.52K
$446K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
7.43K+ 4.82% |
$427K - $441K
|
161K
$9.57M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.39K+ 1.74% |
$424K - $439K
|
433K
$25.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
7.25KNew |
$417K - $431K
|
7.25K
$430K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
7.22K+ 1.31% |
$415K - $429K
|
560K
$33.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.13K+ 138.13% |
$409K - $423K
|
12.3K
$728K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.1KNew |
$408K - $421K
|
7.1K
$421K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.85KNew |
$394K - $407K
|
6.85K
$406K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
6.85K+ 11.65% |
$393K - $407K
|
65.6K
$3.89M
|