Summit Trail Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Summit Trail Advisors, LLC

$5.73 Billion
Q2 2025

A detailed history of Summit Trail Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 1,334,517 shares of VGIT stock, worth $80 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares

1,334,517

Previous 1,859,326 28.23%

Holding current value

$80 Million

Previous $110 Million 27.73%

% of portfolio

1.39%

Previous 3.68%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$58.63 - $59.9 $30.8 Million - $31.4 Million	-524,809 Reduced 28.23%	1,334,517 $79.8 Million
Q1 2025 Apr 28, 2025	SELL	$57.44 - $59.4 $111 Million - $115 Million	-1,932,513 Reduced 50.97%	1,859,326 $110 Million
Q4 2024 Jan 29, 2025	SELL	$57.78 - $60.4 $11.6 Million - $12.1 Million	-200,712 Reduced 5.03%	3,791,839 $220 Million
Q3 2024 Nov 12, 2024	BUY	$57.8 - $60.8 $61.3 Million - $64.5 Million	1,060,467 Added 36.17%	3,992,551 $241 Million
Q2 2024 Aug 13, 2024	SELL	$57.14 - $58.53 $13 Million - $13.4 Million	-228,149 Reduced 7.22%	2,932,084 $171 Million
Q1 2024 Apr 23, 2024	BUY	$58.07 - $59.52 $87.9 Million - $90.1 Million	1,514,349 Added 92.01%	3,160,233 $185 Million
Q4 2023 Feb 06, 2024	BUY	$56.15 - $59.51 $63.3 Million - $67.1 Million	1,127,561 Added 217.54%	1,645,884 $97.6 Million
Q3 2023 Oct 30, 2023	BUY	$56.93 - $59.05 $29.5 Million - $30.6 Million	518,323 New	518,323 $29.6 Million

Others Institutions Holding VGIT

# of Institutions

894

Shares Held

420M

Call Options Held

10.7K

Put Options Held

9.4K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Summit Trail Advisors, LLC Vanguard Intermediate Term Tre Transaction History