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 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
6+ 0.06% |
$343 - $351
|
10.7K
$625K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 0.34% |
$286 - $293
|
1.46K
$85.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5+ 0.12% |
$286 - $293
|
4.28K
$249K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.17% |
$286 - $293
|
2.94K
$172K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 1.22% |
$171 - $176
|
249
$14.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
3+ 0.05% |
$171 - $176
|
5.86K
$342K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 0.94% |
$114 - $117
|
214
$12.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.12% |
$57.1 - $58.5
|
846
$49.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4- 0.05% |
$229 - $234
|
8.48K
$495K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-8- 0.27% |
$457 - $468
|
2.96K
$173K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-16- 0.33% |
$914 - $936
|
4.89K
$285K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-25- 2.1% |
$1.43K - $1.46K
|
1.16K
$67.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-27- 0.72% |
$1.54K - $1.58K
|
3.72K
$217K
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-33- 0.06% |
$1.89K - $1.93K
|
57.5K
$3.35M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-33- 0.34% |
$1.89K - $1.93K
|
9.81K
$572K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-51- 37.5% |
$2.91K - $2.99K
|
85
$4.95K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-54- 9.23% |
$3.09K - $3.16K
|
531
$31K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-57- 4.02% |
$3.26K - $3.34K
|
1.36K
$79.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-59- 8.86% |
$3.37K - $3.45K
|
607
$35.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-73- 19.62% |
$4.17K - $4.27K
|
299
$17.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-75- 0.61% |
$4.29K - $4.39K
|
12.2K
$709K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-75- 1.63% |
$4.29K - $4.39K
|
4.52K
$263K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-87- 1.2% |
$4.97K - $5.09K
|
7.17K
$418K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-94Closed |
$5.37K - $5.5K
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-97- 0.84% |
$5.54K - $5.68K
|
11.5K
$671K
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-117- 0.54% |
$6.69K - $6.85K
|
21.5K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-145- 0.24% |
$8.29K - $8.49K
|
60.2K
$3.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-148- 0.44% |
$8.46K - $8.66K
|
33.5K
$1.95M
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-152- 3.54% |
$8.69K - $8.9K
|
4.14K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-167- 1.47% |
$9.54K - $9.77K
|
11.2K
$653K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-177- 3.22% |
$10.1K - $10.4K
|
5.31K
$310K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-190- 4.56% |
$10.9K - $11.1K
|
3.98K
$232K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-212- 85.14% |
$12.1K - $12.4K
|
37
$2.16K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-220- 86.96% |
$12.6K - $12.9K
|
33
$1.92K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-236- 15.72% |
$13.5K - $13.8K
|
1.27K
$73.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-243- 5.06% |
$13.9K - $14.2K
|
4.56K
$266K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-245- 6.03% |
$14K - $14.3K
|
3.82K
$222K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-251- 0.16% |
$14.3K - $14.7K
|
156K
$9.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-273- 6.97% |
$15.6K - $16K
|
3.64K
$212K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-292- 20.65% |
$16.7K - $17.1K
|
1.12K
$65.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-308- 36.32% |
$17.6K - $18K
|
540
$31.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-323- 52.86% |
$18.5K - $18.9K
|
288
$16.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-325- 1.03% |
$18.6K - $19K
|
31.3K
$1.82M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-331- 2.07% |
$18.9K - $19.4K
|
15.7K
$913K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-333- 0.49% |
$19K - $19.5K
|
67.4K
$3.93M
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-338- 1.06% |
$19.3K - $19.8K
|
31.4K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-350- 2.37% |
$20K - $20.5K
|
14.4K
$839K
|
|
|
Aug 14, 2024
Q2 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-365- 0.28% |
$20.9K - $21.4K
|
129K
$7.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-373- 1.12% |
$21.3K - $21.8K
|
33K
$1.92M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-452- 1.55% |
$25.8K - $26.5K
|
28.7K
$1.67M
|