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 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-22K- 4.92% |
$1.26M - $1.29M
|
426K
$24.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-23.3K- 4.49% |
$1.33M - $1.36M
|
495K
$28.9M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-25.3K- 99.72% |
$1.45M - $1.48M
|
70
$4.08K
|
|
|
Jul 25, 2024
Q2 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-29.8K- 3.66% |
$1.7M - $1.74M
|
784K
$45.7M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-30.2K- 1.31% |
$1.73M - $1.77M
|
2.27M
$132M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-32.1K- 19.27% |
$1.84M - $1.88M
|
135K
$7.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-32.2K- 58.64% |
$1.84M - $1.88M
|
22.7K
$1.32M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-32.4K- 44.82% |
$1.85M - $1.89M
|
39.9K
$2.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-33.2K- 37.22% |
$1.9M - $1.94M
|
56K
$3.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.5K- 16.51% |
$1.97M - $2.02M
|
174K
$10.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-35.4K- 89.16% |
$2.02M - $2.07M
|
4.3K
$251K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-37.2K- 79.93% |
$2.12M - $2.18M
|
9.34K
$544K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-46K- 52.48% |
$2.63M - $2.69M
|
41.6K
$2.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-57.3K- 30.82% |
$3.27M - $3.35M
|
129K
$7.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-58.3K- 25.01% |
$3.33M - $3.41M
|
175K
$10.2M
|
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-61K- 33.78% |
$3.49M - $3.57M
|
120K
$6.97M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-61.4K- 71.04% |
$3.51M - $3.59M
|
25K
$1.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-64.5K- 5.16% |
$3.69M - $3.78M
|
1.19M
$69.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-68.7K- 62.42% |
$3.93M - $4.02M
|
41.4K
$2.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-69.9K- 40.63% |
$4M - $4.09M
|
102K
$5.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-71.6K- 3.26% |
$4.09M - $4.19M
|
2.12M
$124M
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-91.4K- 66.05% |
$5.22M - $5.35M
|
47K
$2.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-92.6K- 21.99% |
$5.29M - $5.42M
|
328K
$19.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-96.5K- 28.22% |
$5.51M - $5.65M
|
245K
$14.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-112K- 62.49% |
$6.38M - $6.53M
|
67K
$3.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-114K- 8.04% |
$6.53M - $6.69M
|
1.31M
$76.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-121K- 35.25% |
$6.91M - $7.08M
|
222K
$13M
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-125K- 31.72% |
$7.13M - $7.3M
|
269K
$15.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-135K- 26.15% |
$7.72M - $7.91M
|
381K
$22.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-139K- 28.29% |
$7.96M - $8.16M
|
353K
$20.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-166K- 19.9% |
$9.49M - $9.72M
|
668K
$39M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-228K- 7.22% |
$13M - $13.4M
|
2.93M
$171M
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-230K- 98.34% |
$13.1M - $13.5M
|
3.89K
$226K
|
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-287K- 16.3% |
$16.4M - $16.8M
|
1.47M
$85.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-332K- 3.83% |
$19M - $19.5M
|
8.34M
$486M
|
|
|
Jul 30, 2024
Q2 2024
|
Edgehill Endowment Partners, LLC
|
SELL
|
- |
-467K- 22.53% |
$26.7M - $27.4M
|
1.61M
$93.7M
|