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 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.21K+ 32.49% |
$127K - $131K
|
9.01K
$534K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.2K+ 4.88% |
$126K - $130K
|
47.2K
$2.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
2.15K+ 4.47% |
$123K - $128K
|
50.3K
$2.98M
|
|
|
May 14, 2025
Q1 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
2.14K+ 1.49% |
$123K - $127K
|
146K
$8.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.13K+ 3.28% |
$122K - $127K
|
67.2K
$3.99M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.13K+ 24.93% |
$122K - $126K
|
10.7K
$632K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
2.12K+ 3.09% |
$122K - $126K
|
70.9K
$4.2M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.1K+ 9.6% |
$121K - $125K
|
24K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
2.1KNew |
$121K - $125K
|
2.1K
$124K
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
2.07K+ 5.47% |
$119K - $123K
|
40K
$2.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.02K+ 40.45% |
$116K - $120K
|
7K
$415K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.99K+ 33.63% |
$114K - $118K
|
7.89K
$468K
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
1.95K+ 5.18% |
$112K - $116K
|
39.5K
$2.34M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.92K+ 5.1% |
$110K - $114K
|
39.5K
$2.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.88K+ 37.74% |
$108K - $112K
|
6.87K
$407K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
1.88K+ 38.39% |
$108K - $112K
|
6.77K
$402K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.88K+ 11.21% |
$108K - $111K
|
18.6K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.86K+ 14.33% |
$107K - $111K
|
14.9K
$881K
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
BUY
|
- |
1.85K+ 13.95% |
$106K - $110K
|
15.1K
$897K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.84KNew |
$106K - $109K
|
1.84K
$109K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.82K+ 34.56% |
$105K - $108K
|
7.09K
$420K
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.79K+ 33.84% |
$103K - $106K
|
7.06K
$419K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.77K+ 217.81% |
$102K - $105K
|
2.59K
$153K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.74K+ 13.8% |
$99.9K - $103K
|
14.3K
$850K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
1.72KNew |
$98.8K - $102K
|
1.72K
$102K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.72K+ 9.05% |
$98.7K - $102K
|
20.7K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.69K+ 3.24% |
$97.2K - $101K
|
53.9K
$3.19M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
1.66KNew |
$95.5K - $98.8K
|
1.66K
$98.6K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.62K+ 3.74% |
$92.8K - $96K
|
44.8K
$2.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.61K+ 3.63% |
$92.7K - $95.8K
|
46.1K
$2.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
1.54K+ 1.22% |
$88.5K - $91.5K
|
128K
$7.61M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.52K+ 2.78% |
$87.4K - $90.3K
|
56.3K
$3.34M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.52K+ 0.27% |
$87.3K - $90.3K
|
571K
$33.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.48K+ 53.42% |
$85.2K - $88.1K
|
4.26K
$253K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.44K+ 6.52% |
$82.7K - $85.5K
|
23.5K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.39K+ 1.08% |
$80.1K - $82.8K
|
130K
$7.71M
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.32K+ 17.47% |
$75.6K - $78.2K
|
8.85K
$525K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1.31K+ 5.5% |
$75.5K - $78.1K
|
25.2K
$1.49M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.29K+ 14.37% |
$73.8K - $76.3K
|
10.2K
$606K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.25KNew |
$72K - $74.4K
|
1.25K
$74.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.24K+ 61.17% |
$71.4K - $73.8K
|
3.28K
$194K
|
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
BUY
|
- |
1.21K+ 0.22% |
$69.3K - $71.6K
|
552K
$32.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.2K+ 1.33% |
$69K - $71.4K
|
91.6K
$5.43M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.14K+ 1.55% |
$65.4K - $67.7K
|
74.6K
$4.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.12KNew |
$64.6K - $66.8K
|
1.12K
$66.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
1.04K+ 7.04% |
$59.9K - $61.9K
|
15.8K
$939K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.02K+ 2.2% |
$58.8K - $60.8K
|
47.6K
$2.82M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1.02K+ 3.1% |
$58.4K - $60.4K
|
33.8K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.01K+ 5.43% |
$58.2K - $60.2K
|
19.7K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.01KNew |
$58.2K - $60.2K
|
1.01K
$60.1K
|