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
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
263+ 27.09% |
$15.1K - $15.6K
|
1.23K
$73.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
260+ 63.73% |
$14.9K - $15.4K
|
668
$39.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
255+ 2.49% |
$14.6K - $15.1K
|
10.5K
$622K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
250+ 0.4% |
$14.4K - $14.9K
|
63.5K
$3.77M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
240+ 0.58% |
$13.8K - $14.3K
|
41.4K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
211+ 4.62% |
$12.1K - $12.5K
|
4.78K
$283K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
200+ 28.53% |
$11.5K - $11.9K
|
901
$53.4K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
194+ 220.45% |
$11.1K - $11.5K
|
282
$16.7K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
189+ 0.24% |
$10.9K - $11.2K
|
79.7K
$4.72M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
157New |
$9.02K - $9.33K
|
157
$9.31K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
154+ 0.27% |
$8.85K - $9.15K
|
57.2K
$3.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
153New |
$8.79K - $9.09K
|
153
$9.07K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
142+ 591.67% |
$8.16K - $8.43K
|
166
$9.84K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
134+ 1.09% |
$7.7K - $7.96K
|
12.4K
$734K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
130+ 0.12% |
$7.47K - $7.72K
|
105K
$6.22M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
120New |
$6.89K - $7.13K
|
120
$7.11K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
116+ 0.52% |
$6.66K - $6.89K
|
22.6K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
105New |
$6.03K - $6.24K
|
105
$6.23K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
104+ 2.8% |
$5.97K - $6.18K
|
3.82K
$227K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
98New |
$5.63K - $5.82K
|
98
$5.81K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
91New |
$5.23K - $5.41K
|
91
$5.4K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
90New |
$5.17K - $5.35K
|
90
$5.34K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
87+ 63.97% |
$5K - $5.17K
|
223
$13.2K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
81+ 0.18% |
$4.65K - $4.81K
|
45.5K
$2.7M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
80+ 1.03% |
$4.6K - $4.75K
|
7.87K
$467K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
77+ 0.12% |
$4.42K - $4.57K
|
65.6K
$3.89M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
77+ 126.23% |
$4.42K - $4.57K
|
138
$8.18K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
72New |
$4.14K - $4.28K
|
72
$4.27K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
71+ 1.48% |
$4.08K - $4.22K
|
4.86K
$288K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
69New |
$3.96K - $4.1K
|
69
$4.09K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
67+ 1.56% |
$3.85K - $3.98K
|
4.35K
$258K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
67New |
$3.85K - $3.98K
|
67
$3.97K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
56+ 0.69% |
$3.22K - $3.33K
|
8.19K
$485K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
53+ 0.06% |
$3.04K - $3.15K
|
88.3K
$5.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
52+ 1.38% |
$2.99K - $3.09K
|
3.81K
$226K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
51+ 0.88% |
$2.93K - $3.03K
|
5.84K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
37New |
$2.13K - $2.2K
|
37
$2.19K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
34+ 121.43% |
$1.95K - $2.02K
|
62
$3.68K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
33+ 9.3% |
$1.9K - $1.96K
|
388
$23K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
30+ 0.61% |
$1.72K - $1.78K
|
4.98K
$295K
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
26+ 0.63% |
$1.49K - $1.54K
|
4.18K
$248K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
24+ 0.13% |
$1.38K - $1.43K
|
18.1K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
16+ 1.58% |
$919 - $950
|
1.03K
$61K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
12New |
$689 - $713
|
12
$711
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
11+ 0.29% |
$632 - $653
|
3.85K
$228K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
7+ 0.06% |
$402 - $416
|
11.8K
$699K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 1.25% |
$345 - $356
|
487
$28.9K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
4New |
$230 - $238
|
4
$237
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.28% |
$230 - $238
|
1.45K
$86K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.03% |
$230 - $238
|
13.7K
$811K
|