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 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4.56K- 16.96% |
$264K - $275K
|
22.3K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.79K- 90.98% |
$277K - $289K
|
475
$28K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-4.93K- 4.46% |
$285K - $297K
|
105K
$6.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.42K- 6.22% |
$313K - $327K
|
81.8K
$4.83M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-5.48K- 30.83% |
$317K - $331K
|
12.3K
$726K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.81K- 61.54% |
$335K - $351K
|
3.63K
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-5.83K- 9.62% |
$337K - $352K
|
54.7K
$3.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-5.97K- 15.4% |
$345K - $361K
|
32.8K
$1.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-5.98K- 4.7% |
$345K - $361K
|
121K
$7.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-5.98K- 9.3% |
$346K - $361K
|
58.3K
$3.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.6K- 72.88% |
$381K - $399K
|
2.46K
$145K
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-6.67K- 11.26% |
$385K - $403K
|
52.6K
$3.1M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-6.71K- 1.3% |
$388K - $405K
|
509K
$30.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-6.75K- 37.16% |
$390K - $407K
|
11.4K
$674K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.77K- 39.37% |
$391K - $409K
|
10.4K
$615K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.24K- 20.6% |
$418K - $437K
|
27.9K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-7.86K- 6.21% |
$454K - $475K
|
119K
$7.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-8K- 4.34% |
$462K - $483K
|
176K
$10.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-8.11K- 12.46% |
$469K - $490K
|
57K
$3.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-8.19K- 7.45% |
$473K - $495K
|
102K
$6M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-8.69K- 6.05% |
$502K - $525K
|
135K
$7.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-9.19K- 22.48% |
$531K - $555K
|
31.7K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.38K- 28.59% |
$542K - $567K
|
23.4K
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-9.71K- 5.2% |
$561K - $586K
|
177K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-9.79K- 4.88% |
$566K - $591K
|
191K
$11.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-9.92K- 34.99% |
$573K - $599K
|
18.4K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-10.6K- 42.36% |
$615K - $643K
|
14.5K
$856K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-10.7K- 13.65% |
$618K - $646K
|
67.6K
$3.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-10.8K- 3.28% |
$625K - $653K
|
319K
$18.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.1K- 12.22% |
$640K - $669K
|
79.5K
$4.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-11.3K- 46.08% |
$652K - $681K
|
13.2K
$779K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-11.4K- 10.19% |
$656K - $686K
|
100K
$5.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-11.4K- 3.94% |
$656K - $686K
|
277K
$16.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.7K- 25.7% |
$674K - $704K
|
33.7K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-11.8K- 38.8% |
$683K - $714K
|
18.7K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-12K- 71.65% |
$694K - $725K
|
4.75K
$281K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-12.4K- 13.43% |
$716K - $748K
|
79.8K
$4.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-13K- 65.3% |
$750K - $784K
|
6.9K
$407K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-13.7K- 1.94% |
$791K - $827K
|
690K
$40.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-13.9K- 44.31% |
$803K - $839K
|
17.5K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-15.1K- 2.01% |
$873K - $913K
|
738K
$43.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.7K- 73.96% |
$907K - $949K
|
5.53K
$327K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-16.7K- 0.92% |
$963K - $1.01M
|
1.8M
$106M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-17.1K- 48.51% |
$988K - $1.03M
|
18.1K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17.3K- 9.14% |
$1M - $1.05M
|
172K
$10.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-17.4K- 6.84% |
$1.01M - $1.05M
|
237K
$14M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-19.6K- 24.63% |
$1.13M - $1.18M
|
59.9K
$3.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.9K- 4.46% |
$1.15M - $1.2M
|
426K
$25.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-20.4K- 4.81% |
$1.18M - $1.23M
|
405K
$23.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-21.1K- 76.67% |
$1.22M - $1.27M
|
6.42K
$379K
|