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 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-9.92K- 34.99% |
$573K - $599K
|
18.4K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-10.6K- 42.36% |
$615K - $643K
|
14.5K
$845K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.1K- 12.22% |
$640K - $669K
|
79.5K
$4.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-11.4K- 10.19% |
$656K - $686K
|
100K
$5.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-11.4K- 3.94% |
$656K - $686K
|
277K
$16.2M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-12K- 71.65% |
$694K - $725K
|
4.75K
$277K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-12.4K- 13.43% |
$716K - $748K
|
79.8K
$4.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-15.1K- 2.01% |
$873K - $913K
|
738K
$43.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-17.1K- 48.51% |
$988K - $1.03M
|
18.1K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-17.4K- 6.84% |
$1.01M - $1.05M
|
237K
$13.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-20.4K- 4.81% |
$1.18M - $1.23M
|
405K
$23.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-21.4K- 2.12% |
$1.24M - $1.3M
|
991K
$57.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-21.6K- 61.11% |
$1.25M - $1.3M
|
13.7K
$801K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-29.7K- 78.16% |
$1.72M - $1.79M
|
8.3K
$484K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-32.4K- 34.15% |
$1.87M - $1.96M
|
62.4K
$3.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-34K- 15.82% |
$1.97M - $2.06M
|
181K
$10.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-39.3K- 30.79% |
$2.27M - $2.37M
|
88.3K
$5.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-45.8K- 60.78% |
$2.65M - $2.77M
|
29.5K
$1.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-47.4K- 6.39% |
$2.74M - $2.86M
|
695K
$40.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-53.1K- 3.99% |
$3.07M - $3.21M
|
1.28M
$74.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-59.5K- 23.18% |
$3.44M - $3.59M
|
197K
$11.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-64.1K- 15.68% |
$3.7M - $3.87M
|
345K
$20.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-94.3K- 15.8% |
$5.45M - $5.7M
|
503K
$29.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-135K- 77.62% |
$7.82M - $8.17M
|
39K
$2.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-155K- 48.65% |
$8.97M - $9.38M
|
164K
$9.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-201K- 5.03% |
$11.6M - $12.1M
|
3.79M
$221M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-267K- 51.56% |
$15.4M - $16.1M
|
251K
$14.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-901K- 97.24% |
$52.1M - $54.4M
|
25.6K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-970K- 52.12% |
$56M - $58.6M
|
891K
$52M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.04M- 50.86% |
$59.9M - $62.6M
|
1M
$58.4M
|