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 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
84K+ 3.68% |
$4.8M - $4.91M
|
2.37M
$138M
|
|
|
Jul 17, 2024
Q2 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
83.7KNew |
$4.78M - $4.9M
|
83.7K
$4.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
77.2K+ 1888.89% |
$4.41M - $4.52M
|
81.3K
$4.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
76.3K+ 29.27% |
$4.36M - $4.46M
|
337K
$19.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
75.4K+ 24.64% |
$4.31M - $4.41M
|
381K
$22.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
75.3K+ 40.82% |
$4.3M - $4.41M
|
260K
$15.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
73.7K+ 5.62% |
$4.21M - $4.32M
|
1.39M
$80.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
72.3KNew |
$4.13M - $4.23M
|
72.3K
$4.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
72.1K+ 26.85% |
$4.12M - $4.22M
|
341K
$19.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
69.1K+ 47.54% |
$3.95M - $4.05M
|
215K
$12.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
69.1K+ 832.27% |
$3.95M - $4.05M
|
77.4K
$4.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
67.5K+ 1.08% |
$3.85M - $3.95M
|
6.32M
$368M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
67.4K+ 7.19% |
$3.85M - $3.95M
|
1.01M
$58.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
67.3K+ 9.66% |
$3.85M - $3.94M
|
764K
$44.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
66.1K+ 9.89% |
$3.77M - $3.87M
|
734K
$42.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
65.9K+ 5.69% |
$3.76M - $3.86M
|
1.22M
$71.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
64.7K+ 301.96% |
$3.7M - $3.79M
|
86.2K
$5.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Tiff Advisory Services Inc
|
BUY
|
- |
55.7KNew |
$3.18M - $3.26M
|
55.7K
$3.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
55.4K+ 8.36% |
$3.17M - $3.24M
|
718K
$41.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
55KNew |
$3.14M - $3.22M
|
55K
$3.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
54.6K+ 657.82% |
$3.12M - $3.2M
|
62.9K
$3.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
52.9K+ 0.91% |
$3.02M - $3.1M
|
5.89M
$343M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
51.8K+ 13.59% |
$2.96M - $3.03M
|
433K
$25.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
BUY
|
- |
46.4K+ 6.55% |
$2.65M - $2.72M
|
756K
$44M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
46.2K+ 6.63% |
$2.64M - $2.7M
|
743K
$43.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
44.4K+ 451.22% |
$2.54M - $2.6M
|
54.3K
$3.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
43.5KNew |
$2.48M - $2.54M
|
43.5K
$2.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
42.9K+ 3.79% |
$2.45M - $2.51M
|
1.17M
$68.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
42.8K+ 28.44% |
$2.45M - $2.51M
|
193K
$11.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
42.6K+ 8.19% |
$2.43M - $2.49M
|
562K
$32.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
39.6K+ 6.8% |
$2.26M - $2.32M
|
622K
$36.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
39.5KNew |
$2.26M - $2.31M
|
39.5K
$2.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
39.5K+ 51.41% |
$2.25M - $2.31M
|
116K
$6.77M
|
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
38.5K+ 22.28% |
$2.2M - $2.26M
|
212K
$12.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
38.4K+ 604.15% |
$2.19M - $2.25M
|
44.8K
$2.61M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
35.3K+ 1355.93% |
$2.02M - $2.07M
|
37.9K
$2.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
33.8K+ 5.47% |
$1.93M - $1.98M
|
651K
$37.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
33.7K+ 9.37% |
$1.93M - $1.98M
|
394K
$23M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
33.7K+ 12.96% |
$1.93M - $1.97M
|
294K
$17.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
31.8K+ 5.89% |
$1.82M - $1.86M
|
573K
$33.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
31.7K+ 12.14% |
$1.81M - $1.86M
|
293K
$17.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
31.3K+ 51.7% |
$1.79M - $1.83M
|
91.7K
$5.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
30.4K+ 6.46% |
$1.74M - $1.78M
|
501K
$29.2M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
29.2K+ 19.74% |
$1.67M - $1.71M
|
177K
$10.3M
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
29K+ 16.99% |
$1.65M - $1.69M
|
199K
$11.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
28.2KNew |
$1.61M - $1.65M
|
28.2K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
26.5K+ 2.77% |
$1.51M - $1.55M
|
984K
$57.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.8K+ 6.24% |
$1.48M - $1.51M
|
440K
$25.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
25.8KNew |
$1.47M - $1.51M
|
25.8K
$1.5M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
25.7K+ 3.3% |
$1.47M - $1.5M
|
805K
$46.9M
|