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
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.65KNew |
$211K - $222K
|
3.65K
$213K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.58KNew |
$207K - $218K
|
3.58K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
3.55KNew |
$205K - $216K
|
3.55K
$207K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.5KNew |
$202K - $213K
|
3.5K
$204K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.45K+ 10.45% |
$200K - $210K
|
36.5K
$2.13M
|
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
BUY
|
- |
3.44K+ 3.76% |
$199K - $209K
|
94.9K
$5.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
3.4KNew |
$197K - $207K
|
3.4K
$198K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
3.34KNew |
$193K - $203K
|
3.34K
$195K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.32KNew |
$192K - $202K
|
3.32K
$193K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.3K+ 9.45% |
$191K - $201K
|
38.2K
$2.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
3.24K+ 5.11% |
$187K - $197K
|
66.5K
$3.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.19K+ 13.1% |
$184K - $194K
|
27.5K
$1.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.07K+ 3.29% |
$177K - $186K
|
96.4K
$5.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.07K+ 8.41% |
$177K - $186K
|
39.5K
$2.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.95K+ 1.54% |
$171K - $180K
|
194K
$11.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.95K+ 18.04% |
$171K - $179K
|
19.3K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.92K+ 15.12% |
$168K - $177K
|
22.2K
$1.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2.91K+ 11.64% |
$168K - $177K
|
27.9K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.88K+ 542.37% |
$166K - $175K
|
3.41K
$199K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.85K+ 4.74% |
$165K - $173K
|
63K
$3.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.84K+ 3302.33% |
$164K - $173K
|
2.93K
$171K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.77K+ 5.27% |
$160K - $168K
|
55.3K
$3.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
2.69K+ 0.79% |
$155K - $163K
|
343K
$20M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.66K+ 7.49% |
$153K - $161K
|
38.1K
$2.22M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.62K+ 31.63% |
$151K - $159K
|
10.9K
$635K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.57K+ 11.65% |
$148K - $156K
|
24.6K
$1.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
2.56K+ 48.31% |
$148K - $156K
|
7.85K
$458K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
2.54K+ 21.07% |
$147K - $154K
|
14.6K
$850K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.51K+ 28.11% |
$145K - $153K
|
11.5K
$668K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.49K+ 17.48% |
$144K - $152K
|
16.8K
$977K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
2.47K+ 4.27% |
$143K - $150K
|
60.3K
$3.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
2.44K+ 3.5% |
$141K - $148K
|
72.2K
$4.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.41K+ 1.21% |
$139K - $147K
|
201K
$11.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.38K+ 2.74% |
$137K - $145K
|
89.2K
$5.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.35K+ 0.29% |
$136K - $143K
|
819K
$47.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.29K+ 5.14% |
$132K - $139K
|
46.8K
$2.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
2.25K+ 47.7% |
$130K - $137K
|
6.96K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.24K+ 13.03% |
$130K - $136K
|
19.5K
$1.13M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.16K+ 405.84% |
$125K - $131K
|
2.69K
$157K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.07K+ 2.63% |
$120K - $126K
|
80.8K
$4.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.06K+ 42.64% |
$119K - $125K
|
6.9K
$402K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.03K+ 69.09% |
$118K - $124K
|
4.98K
$290K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.02K+ 0.15% |
$117K - $123K
|
1.31M
$76.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.01K+ 1.61% |
$116K - $122K
|
127K
$7.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.99K+ 9.91% |
$115K - $121K
|
22.1K
$1.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
1.99K+ 16.93% |
$115K - $121K
|
13.7K
$799K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.94K+ 3.29% |
$112K - $118K
|
60.8K
$3.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.93KNew |
$112K - $117K
|
1.93K
$112K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.89KNew |
$109K - $115K
|
1.89K
$110K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
1.88K+ 0.75% |
$108K - $114K
|
252K
$14.7M
|