Purchases and Sales Made in Q4 2024 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
147New |
$8.49K - $8.88K
|
147
$8.68K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
141+ 2.34% |
$8.15K - $8.52K
|
6.17K
$364K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
134+ 0.63% |
$7.74K - $8.09K
|
21.5K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
133+ 0.67% |
$7.68K - $8.03K
|
20K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
103New |
$5.95K - $6.22K
|
103
$6.08K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
98New |
$5.66K - $5.92K
|
98
$5.79K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
95+ 0.13% |
$5.49K - $5.74K
|
71.5K
$4.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
87+ 3.98% |
$5.03K - $5.25K
|
2.28K
$134K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
87+ 1.21% |
$5.03K - $5.25K
|
7.25K
$428K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
82New |
$4.74K - $4.95K
|
82
$4.84K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
80+ 140.35% |
$4.62K - $4.83K
|
137
$8.09K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
67+ 0.35% |
$3.87K - $4.05K
|
19.3K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
67New |
$3.87K - $4.05K
|
67
$3.96K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
65+ 0.42% |
$3.76K - $3.93K
|
15.7K
$926K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
65+ 1.39% |
$3.76K - $3.93K
|
4.73K
$279K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
64New |
$3.7K - $3.87K
|
64
$3.78K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
59New |
$3.41K - $3.56K
|
59
$3.48K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
52New |
$3K - $3.14K
|
52
$3.07K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
50+ 3.25% |
$2.89K - $3.02K
|
1.59K
$93.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
43New |
$2.48K - $2.6K
|
43
$2.54K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
40+ 0.39% |
$2.31K - $2.42K
|
10.2K
$604K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
36+ 0.09% |
$2.08K - $2.17K
|
39K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
33+ 0.66% |
$1.91K - $1.99K
|
5.05K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
33New |
$1.91K - $1.99K
|
33
$1.95K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
33+ 0.57% |
$1.91K - $1.99K
|
5.84K
$345K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
30New |
$1.73K - $1.81K
|
30
$1.77K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
23+ 0.14% |
$1.33K - $1.39K
|
16.5K
$976K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
20New |
$1.16K - $1.21K
|
20
$1.18K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
19+ 0.13% |
$1.1K - $1.15K
|
14.8K
$875K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
18New |
$1.04K - $1.09K
|
18
$1.06K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
13+ 50.0% |
$751 - $785
|
39
$2.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
6+ 0.12% |
$347 - $362
|
4.99K
$294K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
6+ 0.13% |
$347 - $362
|
4.77K
$281K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
6+ 0.01% |
$347 - $362
|
44.8K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
5New |
$289 - $302
|
5
$295
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5+ 10.2% |
$289 - $302
|
54
$3.19K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
4New |
$231 - $242
|
4
$236
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 1.2% |
$173 - $181
|
254
$15K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3+ 300.0% |
$173 - $181
|
4
$236
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2+ 2.86% |
$116 - $121
|
72
$4.25K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-4- 0.02% |
$231 - $242
|
22.1K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5- 0.03% |
$289 - $302
|
17K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-14- 36.84% |
$809 - $846
|
24
$1.42K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-19- 1.41% |
$1.1K - $1.15K
|
1.33K
$78.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-19- 5.18% |
$1.1K - $1.15K
|
348
$20.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-21- 0.45% |
$1.21K - $1.27K
|
4.66K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-22- 0.56% |
$1.27K - $1.33K
|
3.87K
$229K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-23- 2.22% |
$1.33K - $1.39K
|
1.01K
$59.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-26- 0.26% |
$1.5K - $1.57K
|
9.91K
$585K
|