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 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
996+ 0.94% |
$57.2K - $59.2K
|
107K
$6.34M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
981+ 2.25% |
$56.3K - $58.3K
|
44.6K
$2.65M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
981+ 2.32% |
$56.3K - $58.3K
|
43.3K
$2.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
977+ 6.66% |
$56.1K - $58K
|
15.6K
$928K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
970+ 5.05% |
$55.7K - $57.6K
|
20.2K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
952+ 20.44% |
$54.7K - $56.5K
|
5.61K
$333K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
942+ 3.03% |
$54.1K - $56K
|
32K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
926+ 1.87% |
$53.2K - $55K
|
50.5K
$2.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
902+ 23.36% |
$51.8K - $53.6K
|
4.76K
$282K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
849+ 10.23% |
$48.8K - $50.4K
|
9.15K
$543K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
848New |
$48.7K - $50.4K
|
848
$50.3K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
845+ 9.7% |
$48.5K - $50.2K
|
9.56K
$567K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
820New |
$47.1K - $48.7K
|
820
$48.6K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
794New |
$45.6K - $47.2K
|
794
$47.1K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
760+ 17.14% |
$43.7K - $45.1K
|
5.19K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
731New |
$42K - $43.4K
|
731
$43.3K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
713+ 5.02% |
$41K - $42.4K
|
14.9K
$884K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
662+ 2.01% |
$38K - $39.3K
|
33.5K
$1.99M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
661+ 0.56% |
$38K - $39.3K
|
119K
$7.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
660New |
$37.9K - $39.2K
|
660
$39.1K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
648New |
$37.2K - $38.5K
|
648
$38.4K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
563+ 1.11% |
$32.3K - $33.4K
|
51.3K
$3.04M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
561+ 10.83% |
$32.2K - $33.3K
|
5.74K
$340K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
544+ 0.21% |
$31.2K - $32.3K
|
260K
$15.4M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
521+ 85.27% |
$29.9K - $30.9K
|
1.13K
$67.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
518+ 14.19% |
$29.8K - $30.8K
|
4.17K
$247K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
514+ 6.25% |
$29.5K - $30.5K
|
8.74K
$518K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
510New |
$29.3K - $30.3K
|
510
$30.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
494+ 3.21% |
$28.4K - $29.3K
|
15.9K
$942K
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
494+ 6.09% |
$28.4K - $29.3K
|
8.61K
$510K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
484New |
$27.8K - $28.7K
|
484
$28.7K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
458+ 131.61% |
$26.3K - $27.2K
|
806
$47.8K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
454+ 3.28% |
$26.1K - $27K
|
14.3K
$847K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
445New |
$25.6K - $26.4K
|
445
$26.4K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
441+ 2.8% |
$25.3K - $26.2K
|
16.2K
$960K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
435+ 63.69% |
$25K - $25.8K
|
1.12K
$66.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
434+ 40.45% |
$24.9K - $25.8K
|
1.51K
$89.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
426+ 10.36% |
$24.5K - $25.3K
|
4.54K
$269K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
414+ 5.21% |
$23.8K - $24.6K
|
8.36K
$495K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
363+ 7.68% |
$20.9K - $21.6K
|
5.09K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
358+ 2.18% |
$20.6K - $21.3K
|
16.8K
$994K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
343New |
$19.7K - $20.4K
|
343
$20.3K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
342+ 0.57% |
$19.6K - $20.3K
|
60.1K
$3.57M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
339+ 1.1% |
$19.5K - $20.1K
|
31.3K
$1.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
335New |
$19.2K - $19.9K
|
335
$19.9K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
306+ 6.06% |
$17.6K - $18.2K
|
5.36K
$318K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
296New |
$17K - $17.6K
|
296
$17.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
281+ 1.68% |
$16.1K - $16.7K
|
17K
$1.01M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
280New |
$16.1K - $16.6K
|
280
$16.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
272+ 3.05% |
$15.6K - $16.2K
|
9.19K
$545K
|