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 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-19.6K- 24.63% |
$1.13M - $1.18M
|
59.9K
$3.49M
|
|
|
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
$57.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-21.6K- 61.11% |
$1.25M - $1.3M
|
13.7K
$800K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.2K- 11.31% |
$1.34M - $1.4M
|
182K
$10.6M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-23.3K- 13.04% |
$1.35M - $1.41M
|
155K
$9.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-28.5K- 9.0% |
$1.64M - $1.72M
|
288K
$16.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-29.7K- 78.16% |
$1.72M - $1.79M
|
8.3K
$483K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-32.4K- 34.15% |
$1.87M - $1.96M
|
62.4K
$3.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-32.6K- 4.47% |
$1.88M - $1.97M
|
696K
$40.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-34K- 15.82% |
$1.97M - $2.06M
|
181K
$10.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-36.6K- 5.23% |
$2.12M - $2.21M
|
664K
$38.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-39.3K- 30.79% |
$2.27M - $2.37M
|
88.3K
$5.14M
|
|
|
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
$40.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-53.1K- 3.99% |
$3.07M - $3.21M
|
1.28M
$74.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-55K- 2.15% |
$3.18M - $3.32M
|
2.5M
$146M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-59.5K- 23.18% |
$3.44M - $3.59M
|
197K
$11.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-63.3K- 77.05% |
$3.66M - $3.82M
|
18.8K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-64.1K- 15.68% |
$3.7M - $3.87M
|
345K
$20.1M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-65.7K- 4.8% |
$3.79M - $3.97M
|
1.3M
$75.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-94.1K- 74.52% |
$5.44M - $5.68M
|
32.2K
$1.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-94.3K- 15.8% |
$5.45M - $5.7M
|
503K
$29.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-121K- 14.79% |
$7M - $7.32M
|
698K
$40.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-135K- 77.62% |
$7.82M - $8.17M
|
39K
$2.27M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-151K- 63.56% |
$8.73M - $9.12M
|
86.6K
$5.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-155K- 48.65% |
$8.97M - $9.38M
|
164K
$9.54M
|
|
|
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
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-430K- 40.96% |
$24.8M - $26M
|
619K
$36.1M
|
|
|
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
$51.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.04M- 50.86% |
$59.9M - $62.6M
|
1M
$58.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-1.26M- 51.07% |
$72.5M - $75.8M
|
1.2M
$70M
|