Purchases and Sales Made in Q3 2025 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
9.56K+ 15.62% |
$564K - $577K
|
70.8K
$4.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
9.27K+ 31.93% |
$547K - $560K
|
38.3K
$2.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
9.21KNew |
$543K - $556K
|
9.21K
$555K
|
|
|
Oct 06, 2025
Q3 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
9.2K+ 17.08% |
$543K - $555K
|
63.1K
$3.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
9.18K+ 6.08% |
$542K - $554K
|
160K
$9.66M
|
|
|
Oct 30, 2025
Q3 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
8.9K+ 5.69% |
$525K - $537K
|
165K
$9.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
8.41K+ 1.51% |
$496K - $507K
|
564K
$34M
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
8.18KNew |
$482K - $494K
|
8.18K
$493K
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
8.08KNew |
$477K - $488K
|
8.08K
$487K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
8.08K+ 12.13% |
$476K - $488K
|
74.7K
$4.5M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
7.91K+ 106.22% |
$466K - $477K
|
15.4K
$926K
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
7.8K+ 4.09% |
$460K - $471K
|
199K
$12M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7.47K+ 38.05% |
$441K - $451K
|
27.1K
$1.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Souders Financial Advisors
|
BUY
|
- |
7.46K+ 4.41% |
$440K - $450K
|
177K
$10.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.44K+ 3.28% |
$439K - $449K
|
235K
$14.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Shayne & Co., LLC
|
BUY
|
- |
7.3K+ 23.41% |
$430K - $441K
|
38.5K
$2.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
7KNew |
$413K - $423K
|
7K
$422K
|
|
|
Oct 29, 2025
Q3 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
7K+ 4.51% |
$413K - $422K
|
162K
$9.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.99K+ 8.82% |
$412K - $422K
|
86.2K
$5.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
6.75K+ 6.72% |
$398K - $407K
|
107K
$6.46M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
6.48K+ 93.88% |
$382K - $391K
|
13.4K
$807K
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
BUY
|
- |
6.38K+ 4.53% |
$376K - $385K
|
147K
$8.88M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
6.2KNew |
$366K - $374K
|
6.2K
$374K
|
|
|
Nov 03, 2025
Q3 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
6.18K+ 2.4% |
$365K - $373K
|
263K
$15.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6.13K+ 20.36% |
$361K - $370K
|
36.2K
$2.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.07KNew |
$358K - $367K
|
6.07K
$366K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6.05K+ 26.11% |
$357K - $365K
|
29.2K
$1.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
5.69K+ 2.89% |
$336K - $344K
|
203K
$12.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
5.67K+ 90.64% |
$334K - $342K
|
11.9K
$719K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.51KNew |
$325K - $333K
|
5.51K
$332K
|
|
|
Oct 22, 2025
Q3 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
5.49K+ 5.78% |
$324K - $331K
|
100K
$6.06M
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.28KNew |
$311K - $319K
|
5.28K
$318K
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
5.12K+ 8.6% |
$302K - $309K
|
64.6K
$3.89M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.03K+ 70.17% |
$296K - $303K
|
12.2K
$735K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.01KNew |
$296K - $303K
|
5.01K
$302K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.82KNew |
$284K - $291K
|
4.82K
$290K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4.7K+ 10.83% |
$277K - $283K
|
48.1K
$2.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.65K+ 49.87% |
$274K - $281K
|
14K
$843K
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
4.64KNew |
$274K - $280K
|
4.64K
$280K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4.59K+ 66.52% |
$271K - $277K
|
11.5K
$693K
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
4.54K+ 49.64% |
$267K - $274K
|
13.7K
$824K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.18K+ 18.71% |
$247K - $252K
|
26.5K
$1.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4.15K+ 59.52% |
$244K - $250K
|
11.1K
$670K
|
|
|
Oct 17, 2025
Q3 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
4.05K+ 24.81% |
$239K - $244K
|
20.4K
$1.23M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
BUY
|
- |
3.99K+ 0.98% |
$235K - $241K
|
410K
$24.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
3.87K+ 52.85% |
$228K - $234K
|
11.2K
$675K
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.74K+ 17.43% |
$220K - $226K
|
25.2K
$1.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
3.72K+ 9.17% |
$219K - $225K
|
44.3K
$2.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
3.7K+ 2.62% |
$218K - $223K
|
145K
$8.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
3.67K+ 34.28% |
$217K - $222K
|
14.4K
$868K
|