Purchases and Sales Made in Q3 2024 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.82M+ 309.13% |
$163M - $171M
|
3.73M
$217M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.6M+ 369.0% |
$92.7M - $97.5M
|
2.04M
$119M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.57M+ 8.13% |
$90.8M - $95.5M
|
20.9M
$1.22B
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.53M+ 3.09% |
$88.2M - $92.8M
|
50.9M
$2.97B
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.26M+ 223.45% |
$72.6M - $76.4M
|
1.82M
$106M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.14MNew |
$65.8M - $69.2M
|
1.14M
$66.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.06M+ 36.17% |
$61.3M - $64.5M
|
3.99M
$233M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
904K+ 32.55% |
$52.2M - $54.9M
|
3.68M
$215M
|
|
|
Nov 13, 2024
Q3 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
888K+ 99.17% |
$51.3M - $54M
|
1.78M
$104M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
859K+ 128.59% |
$49.7M - $52.3M
|
1.53M
$89.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
831K+ 7.75% |
$48.1M - $50.6M
|
11.6M
$674M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
742KNew |
$42.9M - $45.1M
|
742K
$43.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
683KNew |
$39.5M - $41.5M
|
683K
$39.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
645K+ 4.26% |
$37.3M - $39.2M
|
15.8M
$920M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
532K+ 9.02% |
$30.7M - $32.3M
|
6.42M
$374M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
517K+ 29.14% |
$29.9M - $31.4M
|
2.29M
$134M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
514K+ 12663.47% |
$29.7M - $31.2M
|
518K
$30.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
499KNew |
$28.8M - $30.3M
|
499K
$29.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
466K+ 9416.34% |
$26.9M - $28.3M
|
471K
$27.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
402KNew |
$23.2M - $24.4M
|
402K
$23.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
354K+ 68.67% |
$20.5M - $21.5M
|
869K
$50.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
321K+ 23.43% |
$18.5M - $19.5M
|
1.69M
$98.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
313K+ 0.44% |
$18.1M - $19.1M
|
71.7M
$4.18B
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
287K+ 520.35% |
$16.6M - $17.5M
|
342K
$20M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
287K+ 75.24% |
$16.6M - $17.4M
|
668K
$39M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
284KNew |
$16.4M - $17.3M
|
284K
$16.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
255K+ 6562.37% |
$14.7M - $15.5M
|
259K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
243K+ 6.83% |
$14M - $14.7M
|
3.79M
$221M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
201K+ 2.05% |
$11.6M - $12.2M
|
9.96M
$581M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
195K+ 8.36% |
$11.3M - $11.9M
|
2.53M
$148M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
163K+ 21.3% |
$9.41M - $9.89M
|
927K
$54M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
161K+ 52.06% |
$9.31M - $9.79M
|
470K
$27.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
151K+ 18.12% |
$8.76M - $9.21M
|
988K
$57.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
151K+ 37.3% |
$8.7M - $9.16M
|
554K
$32.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
144KNew |
$8.3M - $8.73M
|
144K
$8.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
134K+ 164.48% |
$7.73M - $8.13M
|
215K
$12.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
128K+ 3.43% |
$7.39M - $7.77M
|
3.85M
$224M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
126K+ 5.42% |
$7.31M - $7.69M
|
2.46M
$143M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
126K+ 61.6% |
$7.26M - $7.64M
|
330K
$19.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
121K+ 183.16% |
$7.01M - $7.38M
|
188K
$10.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
110KNew |
$6.38M - $6.71M
|
110K
$6.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
110K+ 686.23% |
$6.37M - $6.7M
|
126K
$7.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
110K+ 22.83% |
$6.33M - $6.66M
|
589K
$34.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
104K+ 13.96% |
$6M - $6.31M
|
847K
$49.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
102K+ 3.99% |
$5.9M - $6.21M
|
2.66M
$155M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
100K+ 8.2% |
$5.8M - $6.11M
|
1.32M
$77.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
99.5K+ 29.52% |
$5.75M - $6.05M
|
436K
$25.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
99.3K+ 8.37% |
$5.74M - $6.04M
|
1.29M
$74.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
95.9K+ 1.15% |
$5.54M - $5.83M
|
8.44M
$492M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
95K+ 4.66% |
$5.49M - $5.77M
|
2.13M
$124M
|