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 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-4.15K- 2.17% |
$240K - $252K
|
187K
$10.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-4.5K- 2.52% |
$260K - $274K
|
174K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-4.61K- 74.96% |
$266K - $280K
|
1.54K
$89.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.75K- 47.9% |
$274K - $288K
|
5.16K
$301K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.78K- 0.65% |
$276K - $291K
|
729K
$42.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.87K- 2.93% |
$281K - $296K
|
161K
$9.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-4.89K- 11.65% |
$283K - $297K
|
37.1K
$2.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5.08K- 85.21% |
$294K - $309K
|
882
$51.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.1K- 13.45% |
$295K - $310K
|
32.8K
$1.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.17K- 59.91% |
$299K - $314K
|
3.46K
$202K
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-5.35K- 5.23% |
$309K - $325K
|
96.8K
$5.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-5.58K- 1.9% |
$323K - $339K
|
288K
$16.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-5.6K- 23.48% |
$324K - $341K
|
18.3K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-6.14K- 22.6% |
$355K - $373K
|
21K
$1.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.36K- 9.19% |
$368K - $387K
|
62.8K
$3.66M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.9K- 6.21% |
$399K - $420K
|
104K
$6.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-7.53K- 73.67% |
$435K - $458K
|
2.69K
$157K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-7.6K- 36.75% |
$439K - $462K
|
13.1K
$762K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-7.92K- 8.52% |
$458K - $481K
|
85K
$4.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-8.16K- 42.12% |
$472K - $496K
|
11.2K
$654K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-8.9K- 26.63% |
$514K - $541K
|
24.5K
$1.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-9.14K- 62.38% |
$528K - $556K
|
5.51K
$321K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-9.35K- 10.46% |
$540K - $568K
|
80.1K
$4.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-9.93K- 11.64% |
$574K - $604K
|
75.3K
$4.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-11.2KClosed |
$646K - $680K
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-11.2K- 27.15% |
$649K - $683K
|
30.1K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-11.7K- 60.83% |
$677K - $712K
|
7.54K
$440K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-11.9K- 4.43% |
$688K - $724K
|
257K
$15M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-12.1K- 12.65% |
$701K - $738K
|
83.8K
$4.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-12.7K- 15.18% |
$735K - $774K
|
71.1K
$4.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-13K- 34.15% |
$753K - $793K
|
25.1K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-15.2K- 20.01% |
$876K - $921K
|
60.6K
$3.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-16.8K- 81.15% |
$968K - $1.02M
|
3.89K
$227K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-18.1K- 38.23% |
$1.05M - $1.1M
|
29.3K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-21.4K- 21.47% |
$1.24M - $1.3M
|
78.3K
$4.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-27.1K- 4.37% |
$1.57M - $1.65M
|
592K
$34.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-30.3K- 3.87% |
$1.75M - $1.84M
|
753K
$43.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-33.5K- 2.85% |
$1.94M - $2.04M
|
1.14M
$66.5M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35.3K- 31.85% |
$2.04M - $2.15M
|
75.5K
$4.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-41.3K- 8.85% |
$2.39M - $2.51M
|
425K
$24.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-60.9K- 78.69% |
$3.52M - $3.7M
|
16.5K
$962K
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-63.4K- 49.33% |
$3.66M - $3.85M
|
65.1K
$3.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-63.5K- 81.99% |
$3.67M - $3.86M
|
14K
$813K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-73.5K- 3.46% |
$4.25M - $4.47M
|
2.05M
$119M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-77.5K- 48.54% |
$4.48M - $4.71M
|
82.1K
$4.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-86.5K- 77.14% |
$5M - $5.26M
|
25.6K
$1.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-102K- 41.42% |
$5.88M - $6.18M
|
144K
$8.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-112K- 13.93% |
$6.48M - $6.82M
|
693K
$40.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-113K- 27.72% |
$6.51M - $6.85M
|
294K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-140K- 9.54% |
$8.12M - $8.54M
|
1.33M
$77.6M
|