Purchases and Sales Made in Q2 2025 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q2 2025. 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 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
5.27MNew |
$309M - $316M
|
5.27M
$313M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
418K+ 38.0% |
$24.5M - $25M
|
1.52M
$90.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
406KNew |
$23.8M - $24.3M
|
406K
$24.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
162KNew |
$9.52M - $9.72M
|
162K
$9.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
146K+ 106.52% |
$8.56M - $8.75M
|
283K
$16.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
80.2K+ 21.62% |
$4.7M - $4.8M
|
451K
$26.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
78.2K+ 65.85% |
$4.59M - $4.69M
|
197K
$11.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
55.2K+ 28.0% |
$3.23M - $3.3M
|
252K
$15M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
54.7K+ 31.7% |
$3.2M - $3.27M
|
227K
$13.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
54.4K+ 3.1% |
$3.19M - $3.26M
|
1.81M
$107M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
49.6K+ 138.43% |
$2.91M - $2.97M
|
85.4K
$5.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
47.9K+ 12.44% |
$2.81M - $2.87M
|
433K
$25.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
44.8KNew |
$2.62M - $2.68M
|
44.8K
$2.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
39K+ 1.78% |
$2.28M - $2.33M
|
2.23M
$133M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
36.8K+ 27.26% |
$2.16M - $2.2M
|
172K
$10.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
36.7K+ 7.91% |
$2.15M - $2.2M
|
501K
$29.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
35.2K+ 3.88% |
$2.06M - $2.11M
|
943K
$56M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
33.6K+ 5.57% |
$1.97M - $2.01M
|
636K
$37.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
29.7K+ 4.0% |
$1.74M - $1.78M
|
771K
$45.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
25.6K+ 2.56% |
$1.5M - $1.54M
|
1.03M
$61M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
25.2K+ 6.19% |
$1.48M - $1.51M
|
433K
$25.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
22.8K+ 17.8% |
$1.34M - $1.37M
|
151K
$8.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
22.7KNew |
$1.33M - $1.36M
|
22.7K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
22K+ 8.67% |
$1.29M - $1.32M
|
275K
$16.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
21.5K+ 15.96% |
$1.26M - $1.29M
|
156K
$9.29M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
17.4K+ 10.21% |
$1.02M - $1.04M
|
188K
$11.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
15.4K+ 123.74% |
$901K - $921K
|
27.8K
$1.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
15.4K+ 10.33% |
$900K - $920K
|
164K
$9.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
15.2K+ 97.05% |
$893K - $912K
|
30.9K
$1.84M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
14.9K+ 15.9% |
$874K - $893K
|
109K
$6.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
14.8KNew |
$866K - $885K
|
14.8K
$878K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
13.9K+ 33.18% |
$813K - $830K
|
55.6K
$3.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
13.4KNew |
$788K - $805K
|
13.4K
$798K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
12.9K+ 19.6% |
$754K - $770K
|
78.5K
$4.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
12.9K+ 15.74% |
$754K - $770K
|
94.5K
$5.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
12.4K+ 2.7% |
$726K - $741K
|
470K
$27.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12.1K+ 26.16% |
$707K - $722K
|
58.1K
$3.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
11.8K+ 57.6% |
$693K - $708K
|
32.4K
$1.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.4K+ 12.49% |
$612K - $625K
|
94K
$5.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
9.75KNew |
$572K - $584K
|
9.75K
$579K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
9.53K+ 54.46% |
$559K - $571K
|
27K
$1.61M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
8.9K+ 4.89% |
$522K - $533K
|
191K
$11.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8.78K+ 61.05% |
$515K - $526K
|
23.2K
$1.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
8.52K+ 89.6% |
$500K - $511K
|
18K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
8.37K+ 15.85% |
$491K - $501K
|
61.2K
$3.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.36K+ 26.98% |
$490K - $501K
|
39.4K
$2.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.29K+ 22.18% |
$486K - $497K
|
45.7K
$2.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8.24KNew |
$483K - $493K
|
8.24K
$489K
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
8.17K+ 5.3% |
$479K - $490K
|
162K
$9.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
6.81K+ 2.88% |
$399K - $408K
|
244K
$14.5M
|