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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
396New |
$22.9K - $23.9K
|
396
$23.1K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
395+ 8.16% |
$22.8K - $23.9K
|
5.24K
$306K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
336+ 10.06% |
$19.4K - $20.3K
|
3.68K
$214K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
317New |
$18.3K - $19.1K
|
317
$18.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
271+ 7.43% |
$15.7K - $16.4K
|
3.92K
$229K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
250New |
$14.4K - $15.1K
|
250
$14.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
224New |
$12.9K - $13.5K
|
224
$13.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
214+ 0.11% |
$12.4K - $12.9K
|
194K
$11.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
202+ 13.36% |
$11.7K - $12.2K
|
1.71K
$100K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
166+ 6.36% |
$9.59K - $10K
|
2.78K
$162K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
161New |
$9.3K - $9.72K
|
161
$9.39K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
147New |
$8.49K - $8.88K
|
147
$8.57K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
134+ 0.63% |
$7.74K - $8.09K
|
21.5K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
133+ 0.67% |
$7.68K - $8.03K
|
20K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
103New |
$5.95K - $6.22K
|
103
$6.01K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
98New |
$5.66K - $5.92K
|
98
$5.72K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
95+ 0.13% |
$5.49K - $5.74K
|
71.5K
$4.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
87+ 3.98% |
$5.03K - $5.25K
|
2.28K
$133K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
82New |
$4.74K - $4.95K
|
82
$4.78K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
80+ 140.35% |
$4.62K - $4.83K
|
137
$7.99K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
67+ 0.35% |
$3.87K - $4.05K
|
19.3K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
65+ 1.39% |
$3.76K - $3.93K
|
4.73K
$276K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
65+ 0.42% |
$3.76K - $3.93K
|
15.7K
$915K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
59New |
$3.41K - $3.56K
|
59
$3.44K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
40+ 0.39% |
$2.31K - $2.42K
|
10.2K
$597K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
36+ 0.09% |
$2.08K - $2.17K
|
39K
$2.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
30New |
$1.73K - $1.81K
|
30
$1.75K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
23+ 0.14% |
$1.33K - $1.39K
|
16.5K
$964K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
BUY
|
- |
19+ 0.13% |
$1.1K - $1.15K
|
14.8K
$865K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
13+ 50.0% |
$751 - $785
|
39
$2.27K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
6+ 0.01% |
$347 - $362
|
44.8K
$2.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
6+ 0.12% |
$347 - $362
|
4.99K
$291K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 1.2% |
$173 - $181
|
254
$14.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-4- 0.02% |
$231 - $242
|
22.1K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-19- 1.41% |
$1.1K - $1.15K
|
1.33K
$77.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-21- 0.45% |
$1.21K - $1.27K
|
4.66K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-26- 0.26% |
$1.5K - $1.57K
|
9.91K
$578K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-35- 7.9% |
$2.02K - $2.11K
|
408
$23.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-36- 17.14% |
$2.08K - $2.17K
|
174
$10.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-60- 1.46% |
$3.47K - $3.62K
|
4.05K
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-80- 1.43% |
$4.62K - $4.83K
|
5.51K
$321K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-163- 20.79% |
$9.42K - $9.85K
|
621
$36.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-169- 3.93% |
$9.76K - $10.2K
|
4.14K
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-180- 8.26% |
$10.4K - $10.9K
|
2K
$117K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-189- 11.54% |
$10.9K - $11.4K
|
1.45K
$84.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-202- 69.42% |
$11.7K - $12.2K
|
89
$5.19K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-210- 0.3% |
$12.1K - $12.7K
|
70.6K
$4.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-211- 34.48% |
$12.2K - $12.7K
|
401
$23.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-242- 1.55% |
$14K - $14.6K
|
15.4K
$898K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-280- 9.57% |
$16.2K - $16.9K
|
2.65K
$154K
|