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 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
30.8KNew |
$1.78M - $1.87M
|
30.8K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.7K+ 17.59% |
$1.77M - $1.86M
|
205K
$11.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
30.5K+ 10.42% |
$1.76M - $1.86M
|
323K
$18.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
30.5KNew |
$1.76M - $1.85M
|
30.5K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
28.4KNew |
$1.64M - $1.72M
|
28.4K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
26.6KNew |
$1.54M - $1.62M
|
26.6K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
26.4K+ 20.44% |
$1.53M - $1.61M
|
156K
$9.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
26.3KNew |
$1.52M - $1.6M
|
26.3K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
25.8K+ 460.66% |
$1.49M - $1.57M
|
31.4K
$1.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
25.4K+ 7.62% |
$1.47M - $1.55M
|
359K
$20.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25.3K+ 37.73% |
$1.46M - $1.54M
|
92.2K
$5.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
25.1K+ 27.47% |
$1.45M - $1.52M
|
116K
$6.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
22.8K+ 14.39% |
$1.32M - $1.39M
|
181K
$10.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
22.6KNew |
$1.31M - $1.37M
|
22.6K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.3K+ 7.31% |
$1.29M - $1.35M
|
327K
$19.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
21.8K+ 18.31% |
$1.26M - $1.33M
|
141K
$8.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
20.8K+ 4.01% |
$1.2M - $1.26M
|
540K
$31.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20.3K+ 149.79% |
$1.17M - $1.23M
|
33.8K
$1.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20.3K+ 16.88% |
$1.17M - $1.23M
|
140K
$8.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
20.2K+ 2.97% |
$1.17M - $1.23M
|
701K
$40.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
BUY
|
- |
20.1K+ 66.22% |
$1.16M - $1.22M
|
50.5K
$2.95M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
19.6K+ 290.58% |
$1.13M - $1.19M
|
26.3K
$1.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.9K+ 13.42% |
$1.09M - $1.15M
|
160K
$9.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
18.4KNew |
$1.06M - $1.12M
|
18.4K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
18.4KNew |
$1.06M - $1.12M
|
18.4K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.4K+ 5.2% |
$1.06M - $1.12M
|
371K
$21.7M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
18.2K+ 3.66% |
$1.05M - $1.11M
|
516K
$30.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.2K+ 14.99% |
$1.05M - $1.11M
|
140K
$8.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
18K+ 8.4% |
$1.04M - $1.1M
|
233K
$13.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.8KNew |
$1.03M - $1.08M
|
17.8K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
17.6KNew |
$1.02M - $1.07M
|
17.6K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
17.6K+ 16.39% |
$1.01M - $1.07M
|
125K
$7.27M
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
17.3K+ 8.69% |
$1M - $1.05M
|
217K
$12.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
16.4K+ 3.66% |
$950K - $999K
|
466K
$27.2M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.9K+ 7.18% |
$920K - $968K
|
238K
$13.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.8K+ 8.58% |
$916K - $963K
|
200K
$11.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
15.7K+ 6.79% |
$905K - $952K
|
246K
$14.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.6KNew |
$903K - $950K
|
15.6K
$911K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
15.3K+ 83.04% |
$885K - $931K
|
33.8K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
15.3K+ 8.24% |
$883K - $928K
|
201K
$11.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
14.8K+ 0.92% |
$856K - $901K
|
1.62M
$94.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
14.7K+ 3.74% |
$852K - $896K
|
409K
$23.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
14.7K+ 9.53% |
$848K - $892K
|
169K
$9.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
14.6K+ 212.64% |
$846K - $890K
|
21.5K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.6K+ 8.37% |
$845K - $889K
|
189K
$11M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
14.6K+ 2.12% |
$845K - $889K
|
704K
$41M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
14.5K+ 2.53% |
$836K - $880K
|
587K
$34.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
14.4K+ 6.51% |
$832K - $875K
|
235K
$13.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.2K+ 203.17% |
$823K - $865K
|
21.2K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.2K+ 399.8% |
$819K - $861K
|
17.7K
$1.03M
|