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 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
7.91K+ 8.17% |
$457K - $478K
|
105K
$6.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
7.45KNew |
$430K - $450K
|
7.45K
$434K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7.26K+ 4.3% |
$419K - $439K
|
176K
$10.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.83K+ 2.77% |
$395K - $412K
|
253K
$14.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
6.78KNew |
$392K - $410K
|
6.78K
$396K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
6.57KNew |
$380K - $397K
|
6.57K
$383K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.48K+ 11.72% |
$374K - $391K
|
61.8K
$3.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
5.86K+ 1.51% |
$339K - $354K
|
395K
$23.1M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.81K+ 22.11% |
$336K - $351K
|
32.1K
$1.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
5.79KNew |
$335K - $350K
|
5.79K
$338K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5.41K+ 3.12% |
$312K - $327K
|
179K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.16KNew |
$298K - $312K
|
5.16K
$301K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
5.01K+ 60.56% |
$289K - $302K
|
13.3K
$774K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5K+ 5.56% |
$289K - $302K
|
94.9K
$5.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.94KNew |
$286K - $299K
|
4.94K
$288K
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
4.86K+ 4.81% |
$281K - $293K
|
106K
$6.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.81K+ 7.91% |
$278K - $291K
|
65.6K
$3.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.79KNew |
$277K - $289K
|
4.79K
$279K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.79K+ 50.47% |
$277K - $289K
|
14.3K
$832K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.75K+ 3.89% |
$274K - $287K
|
127K
$7.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
4.73K+ 3.62% |
$273K - $286K
|
135K
$7.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.7K+ 64.71% |
$271K - $284K
|
12K
$698K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.67K+ 173.79% |
$270K - $282K
|
7.35K
$429K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.57KNew |
$264K - $276K
|
4.57K
$267K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.54KNew |
$262K - $274K
|
4.54K
$265K
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
4.52K+ 1.79% |
$261K - $273K
|
257K
$15M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.49K+ 35.67% |
$259K - $271K
|
17.1K
$996K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.42KNew |
$256K - $267K
|
4.42K
$258K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
4.21KNew |
$243K - $254K
|
4.21K
$246K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.17K+ 78.06% |
$241K - $252K
|
9.51K
$555K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3.84KNew |
$222K - $232K
|
3.84K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.81K+ 11.15% |
$220K - $230K
|
37.9K
$2.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.76KNew |
$217K - $227K
|
3.76K
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3.75K+ 66.61% |
$217K - $226K
|
9.37K
$547K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
3.72KNew |
$215K - $225K
|
3.72K
$217K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.68K+ 9.3% |
$212K - $222K
|
43.2K
$2.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.65KNew |
$211K - $220K
|
3.65K
$213K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
3.58K+ 4.72% |
$207K - $216K
|
79.4K
$4.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
3.58K+ 4.18% |
$207K - $216K
|
89.4K
$5.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
3.53KNew |
$204K - $213K
|
3.53K
$206K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.44KNew |
$199K - $208K
|
3.44K
$201K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
3.4K+ 4.46% |
$197K - $205K
|
79.7K
$4.65M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.31K+ 30.41% |
$191K - $200K
|
14.2K
$828K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.16KNew |
$182K - $191K
|
3.16K
$184K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.01K+ 13.91% |
$174K - $182K
|
24.6K
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.92K+ 22.54% |
$169K - $176K
|
15.9K
$926K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.91K+ 3.02% |
$168K - $176K
|
99.3K
$5.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.89K+ 22.43% |
$167K - $174K
|
15.8K
$919K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
2.89K+ 1.84% |
$167K - $174K
|
160K
$9.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
2.89K+ 8.65% |
$167K - $174K
|
36.2K
$2.11M
|