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 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-242- 1.55% |
$14K - $14.6K
|
15.4K
$893K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-280- 9.57% |
$16.2K - $16.9K
|
2.65K
$154K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-306- 7.18% |
$17.7K - $18.5K
|
3.96K
$230K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-338- 5.51% |
$19.5K - $20.4K
|
5.8K
$337K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-433- 2.41% |
$25K - $26.2K
|
17.5K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-476- 43.79% |
$27.5K - $28.8K
|
611
$35.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-511- 2.2% |
$29.5K - $30.9K
|
22.7K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-660- 7.81% |
$38.1K - $39.9K
|
7.79K
$452K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-802- 1.69% |
$46.3K - $48.4K
|
46.6K
$2.71M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-917- 28.72% |
$53K - $55.4K
|
2.28K
$132K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1K- 8.76% |
$58K - $60.6K
|
10.4K
$607K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.02K- 1.7% |
$58.8K - $61.4K
|
58.8K
$3.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.3K- 4.76% |
$75.1K - $78.5K
|
26K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-1.93K- 26.28% |
$111K - $116K
|
5.4K
$314K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.03K- 99.9% |
$117K - $122K
|
2
$116
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.46K- 31.27% |
$142K - $149K
|
5.41K
$314K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.58K- 8.57% |
$149K - $156K
|
27.6K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.02K- 19.41% |
$232K - $243K
|
16.7K
$968K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-4.47K- 1.34% |
$258K - $270K
|
328K
$19M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.47K- 5.02% |
$259K - $270K
|
84.7K
$4.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.42K- 6.22% |
$313K - $327K
|
81.8K
$4.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-5.98K- 9.3% |
$346K - $361K
|
58.3K
$3.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.77K- 39.37% |
$391K - $409K
|
10.4K
$605K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-8.11K- 12.46% |
$469K - $490K
|
57K
$3.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-8.19K- 7.45% |
$473K - $495K
|
102K
$5.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-9.92K- 34.99% |
$573K - $599K
|
18.4K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-10.6K- 42.36% |
$615K - $643K
|
14.5K
$841K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-11.4K- 10.19% |
$656K - $686K
|
100K
$5.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-11.4K- 3.94% |
$656K - $686K
|
277K
$16.1M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-12K- 71.65% |
$694K - $725K
|
4.75K
$276K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-15.1K- 2.01% |
$873K - $913K
|
738K
$42.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-17.1K- 48.51% |
$988K - $1.03M
|
18.1K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-20.4K- 4.81% |
$1.18M - $1.23M
|
405K
$23.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-21.6K- 61.11% |
$1.25M - $1.3M
|
13.7K
$798K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-29.7K- 78.16% |
$1.72M - $1.79M
|
8.3K
$482K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-32.4K- 34.15% |
$1.87M - $1.96M
|
62.4K
$3.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-34K- 15.82% |
$1.97M - $2.06M
|
181K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-39.3K- 30.79% |
$2.27M - $2.37M
|
88.3K
$5.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-47.4K- 6.39% |
$2.74M - $2.86M
|
695K
$40.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-94.3K- 15.8% |
$5.45M - $5.7M
|
503K
$29.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-135K- 77.62% |
$7.82M - $8.17M
|
39K
$2.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-155K- 48.65% |
$8.97M - $9.38M
|
164K
$9.52M
|