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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
12.2K+ 3.02% |
$697K - $714K
|
416K
$24.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.6K+ 26.68% |
$664K - $680K
|
55.2K
$3.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
11.5K+ 67.8% |
$656K - $672K
|
28.4K
$1.66M
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
11.4K+ 6.28% |
$651K - $667K
|
193K
$11.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
11.2KNew |
$639K - $655K
|
11.2K
$652K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11.2K+ 3.97% |
$638K - $654K
|
293K
$17.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
11.1K+ 7.92% |
$632K - $648K
|
151K
$8.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
11.1K+ 68.76% |
$632K - $648K
|
27.2K
$1.58M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
11K+ 23.71% |
$629K - $645K
|
57.5K
$3.35M
|
|
|
Jul 15, 2024
Q2 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
10.9K+ 21.47% |
$624K - $639K
|
61.8K
$3.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
10.8K+ 26.39% |
$618K - $633K
|
51.8K
$3.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
10.6K+ 2.49% |
$607K - $622K
|
437K
$25.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.3K+ 155.56% |
$588K - $602K
|
16.9K
$985K
|
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
BUY
|
- |
10.2K+ 81.19% |
$585K - $599K
|
22.9K
$1.33M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.73K+ 3.57% |
$556K - $569K
|
282K
$16.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.63K+ 66.63% |
$550K - $564K
|
24.1K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
9.63K+ 207.35% |
$550K - $563K
|
14.3K
$832K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.61KNew |
$549K - $562K
|
9.61K
$560K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.13K+ 194.67% |
$522K - $534K
|
13.8K
$805K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.1K+ 2.31% |
$520K - $533K
|
404K
$23.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8.86K+ 145.81% |
$506K - $518K
|
14.9K
$870K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
8.76K+ 29.34% |
$501K - $513K
|
38.6K
$2.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.63K+ 5.47% |
$493K - $505K
|
166K
$9.69M
|
|
|
Jul 15, 2024
Q2 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
8.62K+ 29.6% |
$493K - $505K
|
37.7K
$2.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
8.56KNew |
$489K - $501K
|
8.56K
$499K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
8.35K+ 1.23% |
$477K - $488K
|
689K
$40.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
7.93K+ 21.12% |
$453K - $464K
|
45.5K
$2.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
7.92K+ 7.98% |
$452K - $463K
|
107K
$6.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
7.87K+ 771.67% |
$450K - $461K
|
8.89K
$518K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.86K+ 28.99% |
$449K - $460K
|
34.9K
$2.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.72KNew |
$441K - $452K
|
7.72K
$450K
|
|
|
Aug 12, 2024
Q2 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
7.55KNew |
$431K - $442K
|
7.55K
$440K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.55K+ 3.76% |
$431K - $442K
|
208K
$12.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.49K+ 8.98% |
$428K - $438K
|
90.9K
$5.3M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.25K+ 6.99% |
$414K - $425K
|
111K
$6.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.9KNew |
$394K - $404K
|
6.9K
$402K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.89K+ 3.69% |
$394K - $403K
|
194K
$11.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.87K+ 4.26% |
$393K - $402K
|
168K
$9.8M
|
|
|
Jul 02, 2024
Q2 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
6.57K+ 2.84% |
$376K - $385K
|
238K
$13.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.5K+ 44.95% |
$371K - $381K
|
21K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.48KNew |
$370K - $379K
|
6.48K
$378K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
6.44K+ 1.16% |
$368K - $377K
|
561K
$32.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6.4KNew |
$366K - $375K
|
6.4K
$373K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
6.36K+ 40.74% |
$363K - $372K
|
22K
$1.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.21KNew |
$355K - $363K
|
6.21K
$362K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
6.2K+ 39.17% |
$354K - $363K
|
22K
$1.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.05K+ 110.74% |
$346K - $354K
|
11.5K
$671K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
6.04KNew |
$345K - $353K
|
6.04K
$352K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
6.02K+ 18.47% |
$344K - $352K
|
38.6K
$2.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
5.84K+ 113.74% |
$333K - $342K
|
11K
$639K
|