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 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
4.01KNew |
$230K - $238K
|
4.01K
$238K
|
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
3.97K+ 10.76% |
$228K - $236K
|
40.8K
$2.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
3.95KNew |
$227K - $235K
|
3.95K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.94KNew |
$226K - $234K
|
3.94K
$234K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.94K+ 24.17% |
$226K - $234K
|
20.2K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.91K+ 17.77% |
$224K - $232K
|
25.9K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.9K+ 63.74% |
$224K - $232K
|
10K
$594K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.89K+ 194400.0% |
$223K - $231K
|
3.89K
$231K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.81KNew |
$219K - $226K
|
3.81K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.79KNew |
$218K - $225K
|
3.79K
$225K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
3.75KNew |
$215K - $223K
|
3.75K
$222K
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
3.67KNew |
$211K - $218K
|
3.67K
$217K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
3.61KNew |
$208K - $215K
|
3.61K
$214K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
3.58K+ 0.48% |
$205K - $212K
|
743K
$44M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.52KNew |
$202K - $209K
|
3.52K
$209K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.48KNew |
$200K - $207K
|
3.48K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.48K+ 61.07% |
$200K - $207K
|
9.18K
$544K
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
3.43K+ 8.94% |
$197K - $204K
|
41.8K
$2.48M
|
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3.38KNew |
$194K - $200K
|
3.38K
$200K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.37K+ 85.92% |
$193K - $200K
|
7.29K
$432K
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
3.31K+ 2.45% |
$190K - $196K
|
138K
$8.18M
|
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
3.25K+ 2.15% |
$187K - $193K
|
154K
$9.14M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
3.24K+ 2.02% |
$186K - $192K
|
163K
$9.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
3.23K+ 4.42% |
$185K - $192K
|
76.3K
$4.53M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.21K+ 13.04% |
$184K - $191K
|
27.8K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.21K+ 6.28% |
$184K - $190K
|
54.3K
$3.22M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
3.2K+ 12.65% |
$184K - $190K
|
28.5K
$1.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
3.15K+ 33.79% |
$181K - $187K
|
12.5K
$739K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
3.11KNew |
$178K - $185K
|
3.11K
$184K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.84K+ 23.71% |
$163K - $168K
|
14.8K
$877K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.82K+ 17.75% |
$162K - $167K
|
18.7K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.79K+ 2.98% |
$160K - $166K
|
96.5K
$5.72M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.77K+ 0.98% |
$159K - $164K
|
284K
$16.8M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.76K+ 51.04% |
$159K - $164K
|
8.17K
$484K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.63K+ 18.79% |
$151K - $156K
|
16.6K
$986K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.57K+ 129.61% |
$147K - $152K
|
4.54K
$269K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.56K+ 6.47% |
$147K - $152K
|
42.2K
$2.5M
|
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
2.51K+ 0.72% |
$144K - $149K
|
350K
$20.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
2.48K+ 37.8% |
$143K - $148K
|
9.06K
$537K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.43K+ 40.2% |
$140K - $144K
|
8.48K
$503K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.38K+ 75.49% |
$137K - $142K
|
5.54K
$329K
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
2.33K+ 1.72% |
$134K - $138K
|
138K
$8.15M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2.32K+ 1.14% |
$133K - $138K
|
207K
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.31K+ 8.77% |
$133K - $137K
|
28.7K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.31K+ 8.77% |
$133K - $137K
|
28.7K
$1.7M
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
2.3K+ 3.53% |
$132K - $137K
|
67.6K
$4.01M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.25KNew |
$129K - $133K
|
2.25K
$133K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.24K+ 6225.0% |
$129K - $133K
|
2.28K
$135K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.24K+ 3.89% |
$129K - $133K
|
59.9K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
2.23K+ 4.82% |
$128K - $132K
|
48.4K
$2.87M
|