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 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-35- 7.9% |
$2.02K - $2.11K
|
408
$24.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-36- 17.14% |
$2.08K - $2.17K
|
174
$10.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-55- 1.29% |
$3.18K - $3.32K
|
4.22K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-60- 1.46% |
$3.47K - $3.62K
|
4.05K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-64- 0.84% |
$3.7K - $3.87K
|
7.57K
$447K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-68- 7.71% |
$3.93K - $4.11K
|
814
$48.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-69- 4.55% |
$3.99K - $4.17K
|
1.45K
$85.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-75- 13.49% |
$4.33K - $4.53K
|
481
$28.4K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-80- 1.43% |
$4.62K - $4.83K
|
5.51K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-95- 22.14% |
$5.49K - $5.74K
|
334
$19.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-130- 2.98% |
$7.51K - $7.85K
|
4.24K
$250K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-147- 1.23% |
$8.49K - $8.88K
|
11.8K
$697K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-147- 0.21% |
$8.49K - $8.88K
|
68.4K
$4.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-163- 20.79% |
$9.42K - $9.85K
|
621
$36.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-169- 3.93% |
$9.76K - $10.2K
|
4.14K
$244K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-180- 8.26% |
$10.4K - $10.9K
|
2K
$118K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-189- 11.54% |
$10.9K - $11.4K
|
1.45K
$85.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-202- 69.42% |
$11.7K - $12.2K
|
89
$5.25K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-210- 0.3% |
$12.1K - $12.7K
|
70.6K
$4.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-211- 34.48% |
$12.2K - $12.7K
|
401
$23.7K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-221- 2.65% |
$12.8K - $13.3K
|
8.13K
$480K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-242- 1.55% |
$14K - $14.6K
|
15.4K
$909K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-253- 74.19% |
$14.6K - $15.3K
|
88
$5.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-280- 9.57% |
$16.2K - $16.9K
|
2.65K
$156K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-300- 7.07% |
$17.3K - $18.1K
|
3.95K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-302- 3.48% |
$17.4K - $18.2K
|
8.37K
$494K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-306- 7.18% |
$17.7K - $18.5K
|
3.96K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-337- 1.82% |
$19.5K - $20.4K
|
18.2K
$1.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-338- 5.51% |
$19.5K - $20.4K
|
5.8K
$342K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-350- 7.55% |
$20.2K - $21.1K
|
4.28K
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-369- 7.41% |
$21.3K - $22.3K
|
4.61K
$272K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-433- 2.41% |
$25K - $26.2K
|
17.5K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-453- 8.02% |
$26.2K - $27.4K
|
5.19K
$307K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-458- 2.36% |
$26.5K - $27.7K
|
18.9K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-470- 3.48% |
$27.2K - $28.4K
|
13K
$770K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-476- 43.79% |
$27.5K - $28.8K
|
611
$36.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-500- 0.83% |
$28.9K - $30.2K
|
59.8K
$3.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-511- 2.2% |
$29.5K - $30.9K
|
22.7K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-513- 3.65% |
$29.6K - $31K
|
13.5K
$800K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-537- 12.21% |
$31K - $32.4K
|
3.86K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-552- 8.0% |
$31.9K - $33.3K
|
6.35K
$375K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-562- 7.67% |
$32.5K - $33.9K
|
6.77K
$400K
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-581- 5.71% |
$33.6K - $35.1K
|
9.59K
$566K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-590- 60.2% |
$34.1K - $35.6K
|
390
$23K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-593- 2.2% |
$34.3K - $35.8K
|
26.3K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-608- 9.04% |
$35.1K - $36.7K
|
6.12K
$361K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-611- 5.75% |
$35.3K - $36.9K
|
10K
$592K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-627- 1.46% |
$36.2K - $37.9K
|
42.4K
$2.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-660- 7.81% |
$38.1K - $39.9K
|
7.79K
$460K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-685- 13.27% |
$39.6K - $41.4K
|
4.48K
$264K
|