Purchases and Sales Made in Q2 2024 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
21.5M+ 126282.35% |
$1.23B - $1.26B
|
21.5M
$1.25B
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.29M+ 3.32% |
$131M - $134M
|
71.4M
$4.15B
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.53M+ 626.91% |
$87.4M - $89.6M
|
1.77M
$103M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.34M+ 7.45% |
$76.5M - $78.4M
|
19.3M
$1.12B
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.34M+ 7.45% |
$76.5M - $78.4M
|
19.3M
$1.12B
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
881K+ 8.95% |
$50.3M - $51.5M
|
10.7M
$623M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
867K+ 6.07% |
$49.6M - $50.8M
|
15.1M
$880M
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
836KNew |
$47.8M - $48.9M
|
836K
$48.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
701K+ 1.44% |
$40M - $41M
|
49.3M
$2.87B
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
619KNew |
$35.4M - $36.3M
|
619K
$36M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
607K+ 8.76% |
$34.7M - $35.5M
|
7.53M
$437M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
577K+ 9.57% |
$33M - $33.8M
|
6.6M
$384M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
515KNew |
$29.4M - $30.2M
|
515K
$29.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
402KNew |
$23M - $23.5M
|
402K
$23.3M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
395K+ 10.56% |
$22.6M - $23.1M
|
4.14M
$240M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
350K+ 62.28% |
$20M - $20.5M
|
911K
$52.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
327KNew |
$18.7M - $19.1M
|
327K
$19M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
296K+ 214.66% |
$16.9M - $17.4M
|
435K
$25.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
282K+ 94.82% |
$16.1M - $16.5M
|
580K
$33.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
279K+ 38.37% |
$15.9M - $16.3M
|
1.01M
$58.4M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
256K+ 292.19% |
$14.6M - $15M
|
344K
$20M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
213K+ 165.37% |
$12.1M - $12.4M
|
341K
$19.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
205K+ 160.07% |
$11.7M - $12M
|
334K
$19.4M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
194K+ 9.07% |
$11.1M - $11.4M
|
2.34M
$136M
|
|
|
Jul 11, 2024
Q2 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
BUY
|
- |
190KNew |
$10.8M - $11.1M
|
190K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
179K+ 138.01% |
$10.2M - $10.5M
|
309K
$18M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
177K+ 5.25% |
$10.1M - $10.4M
|
3.55M
$206M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
172K+ 6.6% |
$9.82M - $10.1M
|
2.78M
$161M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
166K+ 25.49% |
$9.48M - $9.71M
|
817K
$47.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
154KNew |
$8.8M - $9.01M
|
154K
$8.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
152K+ 2341.89% |
$8.69M - $8.9M
|
159K
$9.21M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
148K+ 12.15% |
$8.47M - $8.68M
|
1.37M
$79.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
143K+ 872.12% |
$8.18M - $8.38M
|
160K
$9.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
141KNew |
$8.08M - $8.27M
|
141K
$8.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
140KNew |
$8M - $8.19M
|
140K
$8.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
139K+ 103.65% |
$7.95M - $8.14M
|
273K
$15.9M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
130KNew |
$7.44M - $7.63M
|
130K
$7.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
130K+ 6.95% |
$7.42M - $7.6M
|
2M
$116M
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
129K+ 5.85% |
$7.37M - $7.55M
|
2.33M
$135M
|
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
125KNew |
$7.15M - $7.33M
|
125K
$7.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
122K+ 190.93% |
$6.95M - $7.12M
|
185K
$10.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
121K+ 53.31% |
$6.89M - $7.05M
|
347K
$20.1M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
99.6K+ 884.67% |
$5.69M - $5.83M
|
111K
$6.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
99.5K+ 26.15% |
$5.68M - $5.82M
|
480K
$27.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
94.4K+ 30.25% |
$5.4M - $5.53M
|
407K
$23.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
93.6KNew |
$5.35M - $5.48M
|
93.6K
$5.43M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
93.4K+ 2.58% |
$5.34M - $5.47M
|
3.72M
$216M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
90.1K+ 287.34% |
$5.15M - $5.27M
|
121K
$7.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
88.7K+ 378.18% |
$5.07M - $5.19M
|
112K
$6.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
85K+ 3.44% |
$4.86M - $4.98M
|
2.56M
$148M
|