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 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.85KNew |
$394K - $407K
|
6.85K
$407K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
6.85K+ 11.65% |
$393K - $407K
|
65.6K
$3.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
6.77K+ 110.68% |
$389K - $402K
|
12.9K
$766K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
6.72K+ 7.72% |
$386K - $399K
|
93.8K
$5.58M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
6.68K+ 3.78% |
$383K - $397K
|
183K
$10.9M
|
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
6.49K+ 1.15% |
$373K - $386K
|
571K
$34M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.25KNew |
$359K - $371K
|
6.25K
$372K
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
6.2K+ 7.36% |
$356K - $368K
|
90.5K
$5.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
6.09KNew |
$350K - $362K
|
6.09K
$362K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.06K+ 45.58% |
$348K - $360K
|
19.4K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.98K+ 14.28% |
$344K - $355K
|
47.9K
$2.85M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.98K+ 8.42% |
$344K - $355K
|
77.1K
$4.58M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.97K+ 93.02% |
$343K - $355K
|
12.4K
$737K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.96K+ 6.89% |
$343K - $354K
|
92.5K
$5.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.96K+ 150.06% |
$342K - $354K
|
9.93K
$591K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.87K+ 6.99% |
$337K - $348K
|
89.7K
$5.34M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
5.74K+ 2.17% |
$330K - $341K
|
270K
$16.1M
|
|
|
May 14, 2025
Q1 2025
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
5.67KNew |
$325K - $337K
|
5.67K
$337K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
5.62K+ 82.81% |
$323K - $334K
|
12.4K
$737K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.49K+ 10.5% |
$315K - $326K
|
57.8K
$3.44M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
5.46K+ 1.97% |
$313K - $324K
|
282K
$16.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.38K+ 103.56% |
$309K - $320K
|
10.6K
$629K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
5.3K+ 4.09% |
$304K - $315K
|
135K
$8.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
5.27KNew |
$303K - $313K
|
5.27K
$313K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.17K+ 11.67% |
$297K - $307K
|
49.4K
$2.94M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.16K+ 18.4% |
$297K - $307K
|
33.2K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.06K+ 100.64% |
$291K - $301K
|
10.1K
$600K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.03K+ 7.22% |
$289K - $299K
|
74.6K
$4.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
5.03K+ 1.96% |
$289K - $298K
|
262K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.01K+ 13.21% |
$288K - $298K
|
42.9K
$2.55M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5KNew |
$287K - $297K
|
5K
$297K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
4.96K+ 8.45% |
$285K - $295K
|
63.7K
$3.79M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.94KNew |
$284K - $293K
|
4.94K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.92K+ 2.75% |
$283K - $292K
|
184K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.9KNew |
$281K - $291K
|
4.9K
$291K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
4.9KNew |
$281K - $291K
|
4.9K
$291K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
4.86K+ 13.4% |
$279K - $288K
|
41.1K
$2.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.85K+ 4.59% |
$278K - $288K
|
110K
$6.56M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.61K+ 4.64% |
$265K - $274K
|
104K
$6.18M
|
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
4.51KNew |
$259K - $268K
|
4.51K
$268K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.49K+ 5.68% |
$258K - $267K
|
83.5K
$4.97M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.48K+ 3.83% |
$257K - $266K
|
121K
$7.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.4KNew |
$253K - $261K
|
4.4K
$261K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
4.36K+ 1.08% |
$250K - $259K
|
407K
$24.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.34K+ 14.41% |
$250K - $258K
|
34.5K
$2.05M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.31KNew |
$248K - $256K
|
4.31K
$256K
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
4.26K+ 60.14% |
$245K - $253K
|
11.4K
$675K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
4.25K+ 1.3% |
$244K - $253K
|
332K
$19.7M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.25K+ 51.91% |
$244K - $252K
|
12.4K
$739K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
4.18K+ 6.61% |
$240K - $248K
|
67.3K
$4M
|