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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-8.52K- 0.56% |
$503K - $514K
|
1.51M
$90.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-8.53K- 69.43% |
$503K - $515K
|
3.75K
$226K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.57K- 15.3% |
$505K - $517K
|
47.4K
$2.86M
|
|
|
Oct 30, 2025
Q3 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-8.61K- 7.91% |
$508K - $520K
|
100K
$6.04M
|
|
|
Oct 07, 2025
Q3 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-9.37K- 10.11% |
$553K - $566K
|
83.3K
$5.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-9.46K- 7.34% |
$558K - $571K
|
119K
$7.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-9.69K- 25.29% |
$571K - $585K
|
28.6K
$1.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-10.4K- 0.27% |
$615K - $629K
|
3.82M
$230M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-10.7K- 6.17% |
$629K - $644K
|
162K
$9.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-10.9K- 13.18% |
$642K - $657K
|
71.7K
$4.32M
|
|
|
Oct 16, 2025
Q3 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
SELL
|
- |
-11.1K- 35.54% |
$652K - $668K
|
20.1K
$1.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-13.6K- 8.51% |
$805K - $824K
|
147K
$8.84M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-13.8K- 2.5% |
$814K - $833K
|
539K
$32.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-14K- 49.82% |
$826K - $845K
|
14.1K
$850K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.3K- 20.48% |
$903K - $924K
|
59.4K
$3.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Buchholz LLC
Portsmouth, NH |
SELL
|
- |
-17.5K- 26.08% |
$1.03M - $1.06M
|
49.6K
$2.99M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-18.9K- 5.47% |
$1.11M - $1.14M
|
326K
$19.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.3K- 6.92% |
$1.49M - $1.53M
|
340K
$20.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-30.8K- 23.69% |
$1.82M - $1.86M
|
99.3K
$5.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-36.1K- 40.95% |
$2.13M - $2.18M
|
52K
$3.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-44.1K- 15.47% |
$2.6M - $2.66M
|
241K
$14.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-49.8K- 12.69% |
$2.93M - $3M
|
342K
$20.6M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-54.4K- 29.34% |
$3.21M - $3.28M
|
131K
$7.89M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-76.1K- 53.27% |
$4.49M - $4.59M
|
66.8K
$4.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-108K- 10.75% |
$6.35M - $6.5M
|
894K
$53.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-115K- 11.51% |
$6.8M - $6.96M
|
886K
$53.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-126K- 54.38% |
$7.4M - $7.58M
|
105K
$6.35M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-314K- 77.53% |
$18.5M - $19M
|
91.1K
$5.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-315K- 31.0% |
$18.6M - $19M
|
701K
$42.2M
|