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
|
Geneos Wealth Management Inc.
|
BUY
|
- |
516+ 90.37% |
$29.8K - $31.4K
|
1.09K
$63.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
514+ 8.05% |
$29.7K - $31.3K
|
6.9K
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
488+ 1.07% |
$28.2K - $29.7K
|
45.9K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
457New |
$26.4K - $27.8K
|
457
$26.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
456+ 38.58% |
$26.4K - $27.7K
|
1.64K
$95.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
455+ 3.17% |
$26.3K - $27.7K
|
14.8K
$863K
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
448+ 2.95% |
$25.9K - $27.2K
|
15.7K
$913K
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
435+ 0.93% |
$25.1K - $26.4K
|
47.4K
$2.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
426+ 4.17% |
$24.6K - $25.9K
|
10.6K
$620K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
389+ 6.98% |
$22.5K - $23.7K
|
5.96K
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
367New |
$21.2K - $22.3K
|
367
$21.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
364+ 3.71% |
$21K - $22.1K
|
10.2K
$593K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
339+ 152.02% |
$19.6K - $20.6K
|
562
$32.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
331+ 6.51% |
$19.1K - $20.1K
|
5.41K
$316K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
319New |
$18.4K - $19.4K
|
319
$18.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
313+ 12.79% |
$18.1K - $19K
|
2.76K
$161K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
311New |
$18K - $18.9K
|
311
$18.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
300+ 2.01% |
$17.3K - $18.2K
|
15.2K
$888K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
295+ 1.75% |
$17.1K - $17.9K
|
17.2K
$1M
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
294+ 6.46% |
$17K - $17.9K
|
4.84K
$282K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
290New |
$16.8K - $17.6K
|
290
$16.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
276New |
$16K - $16.8K
|
276
$16.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
264+ 1.44% |
$15.3K - $16.1K
|
18.6K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
258+ 0.78% |
$14.9K - $15.7K
|
33.4K
$1.94M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
253New |
$14.6K - $15.4K
|
253
$14.7K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
242+ 3.66% |
$14K - $14.7K
|
6.86K
$400K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
233+ 2.84% |
$13.5K - $14.2K
|
8.45K
$493K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
229New |
$13.2K - $13.9K
|
229
$13.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
200+ 0.75% |
$11.6K - $12.2K
|
26.9K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
187+ 2.4% |
$10.8K - $11.4K
|
7.98K
$465K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
176+ 4.73% |
$10.2K - $10.7K
|
3.9K
$227K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
171+ 1.08% |
$9.88K - $10.4K
|
16K
$930K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
165+ 0.98% |
$9.54K - $10K
|
17K
$992K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
164+ 3.63% |
$9.48K - $9.97K
|
4.68K
$273K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
163+ 2.78% |
$9.42K - $9.91K
|
6.03K
$351K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
162+ 33.54% |
$9.36K - $9.85K
|
645
$37.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
152+ 11.18% |
$8.79K - $9.24K
|
1.51K
$88.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
151+ 24.88% |
$8.73K - $9.18K
|
758
$44.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
143New |
$8.27K - $8.69K
|
143
$8.34K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
140+ 27.83% |
$8.09K - $8.51K
|
643
$37.5K
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
133+ 0.39% |
$7.69K - $8.09K
|
34.1K
$1.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
133+ 1.32% |
$7.69K - $8.09K
|
10.2K
$594K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
129+ 11.53% |
$7.46K - $7.84K
|
1.25K
$72.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
123+ 7.11% |
$7.11K - $7.48K
|
1.85K
$108K
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
110New |
$6.36K - $6.69K
|
110
$6.41K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
102+ 0.4% |
$5.9K - $6.2K
|
25.9K
$1.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
95+ 0.92% |
$5.49K - $5.78K
|
10.4K
$607K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
87+ 1.12% |
$5.03K - $5.29K
|
7.86K
$458K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
84+ 0.69% |
$4.86K - $5.11K
|
12.3K
$714K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
83+ 1.25% |
$4.8K - $5.05K
|
6.73K
$392K
|