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 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
37K+ 20.49% |
$2.14M - $2.23M
|
217K
$12.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
33.3K+ 5.94% |
$1.92M - $2.01M
|
594K
$34.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
32.7KNew |
$1.89M - $1.97M
|
32.7K
$1.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
28.2K+ 15.08% |
$1.63M - $1.7M
|
215K
$12.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
27.3K+ 3.22% |
$1.58M - $1.65M
|
875K
$51M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
25K+ 4.64% |
$1.45M - $1.51M
|
565K
$32.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
25K+ 9.78% |
$1.45M - $1.51M
|
281K
$16.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
23.6K+ 20.27% |
$1.36M - $1.42M
|
140K
$8.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
23.1K+ 78.81% |
$1.33M - $1.39M
|
52.4K
$3.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
22.4KNew |
$1.29M - $1.35M
|
22.4K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
22.3K+ 1.96% |
$1.29M - $1.35M
|
1.16M
$67.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
21.4K+ 4.81% |
$1.24M - $1.29M
|
466K
$27.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
21K+ 9.91% |
$1.21M - $1.27M
|
233K
$13.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
20.4K+ 10.85% |
$1.18M - $1.23M
|
208K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
20K+ 4.89% |
$1.15M - $1.21M
|
429K
$25M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
20K+ 23.67% |
$1.15M - $1.21M
|
104K
$6.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
19.8K+ 80.61% |
$1.14M - $1.19M
|
44.3K
$2.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.6K+ 5.73% |
$1.13M - $1.18M
|
362K
$21.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
18.3K+ 8.34% |
$1.06M - $1.11M
|
238K
$13.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
18.2K+ 16.29% |
$1.05M - $1.1M
|
130K
$7.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
18KNew |
$1.04M - $1.09M
|
18K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
17.9K+ 201.52% |
$1.04M - $1.08M
|
26.8K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
17.8KNew |
$1.03M - $1.08M
|
17.8K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17.4K+ 7.49% |
$1.01M - $1.05M
|
250K
$14.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
17.1K+ 20.14% |
$986K - $1.03M
|
102K
$5.94M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
16.1KNew |
$929K - $971K
|
16.1K
$937K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
16K+ 4.13% |
$924K - $966K
|
403K
$23.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
15.5KNew |
$894K - $935K
|
15.5K
$903K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
14.4K+ 4.18% |
$829K - $867K
|
358K
$20.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
13.8K+ 84.09% |
$796K - $832K
|
30.1K
$1.76M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
13.4K+ 5.52% |
$774K - $809K
|
256K
$14.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
13.2KNew |
$764K - $798K
|
13.2K
$771K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
12.7K+ 7.92% |
$735K - $769K
|
173K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.4K+ 995.75% |
$718K - $751K
|
13.7K
$798K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
11.9K+ 25.34% |
$686K - $717K
|
58.7K
$3.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.1K+ 14.06% |
$644K - $673K
|
90.4K
$5.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
10.9K+ 15.47% |
$629K - $658K
|
81.3K
$4.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
10.8KNew |
$626K - $654K
|
10.8K
$632K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.8K+ 28.31% |
$624K - $652K
|
48.9K
$2.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
10.8K+ 8.7% |
$623K - $651K
|
135K
$7.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
10.4KNew |
$598K - $626K
|
10.4K
$604K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
10.2K+ 74.29% |
$589K - $615K
|
23.9K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
9.95K+ 4.95% |
$575K - $601K
|
211K
$12.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.8K+ 16.17% |
$566K - $592K
|
70.4K
$4.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
9.79K+ 6.94% |
$566K - $592K
|
151K
$8.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
9.65K+ 3.15% |
$557K - $583K
|
316K
$18.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
9.59K+ 12.38% |
$554K - $579K
|
87.1K
$5.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.31K+ 4.64% |
$538K - $562K
|
210K
$12.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.88KNew |
$513K - $536K
|
8.88K
$518K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
8.38K+ 12.97% |
$484K - $506K
|
73K
$4.26M
|