Valmark Advisers, Inc. Vanguard Intermediate Term Tre Transaction History

Valmark Advisers, Inc.

$7.08 Billion
Q2 2025

A detailed history of Valmark Advisers, Inc. transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Valmark Advisers, Inc. holds 2,888,571 shares of VGIT stock, worth $173 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares

2,888,571

Previous 2,782,017 3.83%

Holding current value

$173 Million

Previous $165 Million 4.55%

% of portfolio

2.44%

Previous 2.53%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	$58.63 - $59.9 $6.25 Million - $6.38 Million	106,554 Added 3.83%	2,888,571 $173 Million
Q1 2025 Apr 22, 2025	BUY	$57.44 - $59.4 $15.4 Million - $15.9 Million	268,472 Added 10.68%	2,782,017 $165 Million
Q4 2024 Jan 30, 2025	BUY	$57.78 - $60.4 $83.3 Million - $87 Million	1,441,121 Added 134.38%	2,513,545 $146 Million
Q3 2024 Oct 25, 2024	BUY	$57.8 - $60.8 $3.44 Million - $3.62 Million	59,508 Added 5.87%	1,072,424 $64.8 Million
Q2 2024 Jul 31, 2024	BUY	$57.14 - $58.53 $1.36 Million - $1.39 Million	23,723 Added 2.4%	1,012,916 $59 Million
Q1 2024 May 03, 2024	BUY	$58.07 - $59.52 $1.95 Million - $2 Million	33,631 Added 3.52%	989,193 $57.9 Million
Q4 2023 Feb 02, 2024	BUY	$56.15 - $59.51 $626,970 - $664,488	11,166 Added 1.18%	955,562 $56.7 Million
Q3 2023 Nov 07, 2023	BUY	$56.93 - $59.05 $1.31 Million - $1.36 Million	23,081 Added 2.51%	944,396 $54 Million
Q2 2023 Aug 02, 2023	BUY	$58.61 - $60.65 $2.11 Million - $2.18 Million	35,951 Added 4.06%	921,315 $54 Million
Q1 2023 May 01, 2023	BUY	$57.72 - $60.39 $2.34 Million - $2.45 Million	40,520 Added 4.8%	885,364 $53.1 Million
Q4 2022 Feb 06, 2023	SELL	$57.14 - $59.67 $11.3 Million - $11.8 Million	-197,127 Reduced 18.92%	844,844 $49.4 Million
Q3 2022 Nov 02, 2022	SELL	$57.73 - $62.32 $291,190 - $314,342	-5,044 Reduced 0.48%	1,041,971 $60.8 Million
Q2 2022 Aug 01, 2022	SELL	$59.34 - $62.5 $836,100 - $880,625	-14,090 Reduced 1.33%	1,047,015 $64 Million
Q1 2022 May 10, 2022	BUY	$62.43 - $66.15 $536,835 - $568,823	8,599 Added 0.82%	1,061,105 $66.8 Million
Q4 2021 Feb 02, 2022	BUY	$66.4 - $67.68 $1.66 Million - $1.69 Million	24,931 Added 2.43%	1,052,506 $70 Million
Q3 2021 Nov 09, 2021	BUY	$67.44 - $68.68 $525,694 - $535,360	7,795 Added 0.76%	1,027,575 $69.4 Million
Q2 2021 Aug 06, 2021	SELL	$67.21 - $68.13 $8.59 Million - $8.71 Million	-127,825 Reduced 11.14%	1,019,780 $69.2 Million
Q1 2021 May 04, 2021	BUY	$67.23 - $69.45 $4.12 Million - $4.25 Million	61,235 Added 5.64%	1,147,605 $77.2 Million
Q4 2020 Feb 03, 2021	BUY	$69.32 - $70.41 $4.52 Million - $4.59 Million	65,166 Added 6.38%	1,086,370 $75.4 Million
Q3 2020 Nov 09, 2020	BUY	$70.34 - $70.85 $3.55 Million - $3.57 Million	50,430 Added 5.19%	1,021,204 $72 Million
Q2 2020 Jul 31, 2020	BUY	$69.86 - $70.63 $832,801 - $841,980	11,921 Added 1.24%	970,774 $68.5 Million
Q1 2020 May 01, 2020	SELL	$66.04 - $70.55 $5.24 Million - $5.59 Million	-79,300 Reduced 7.64%	958,853 $67.6 Million
Q4 2019 Jan 31, 2020	BUY	$65.75 - $67.26 $1.02 Million - $1.04 Million	15,460 Added 1.51%	1,038,153 $68.4 Million
Q3 2019 Nov 06, 2019	BUY	$65.91 - $66.78 $208,473 - $211,225	3,163 Added 0.31%	1,022,693 $68.2 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-1,163 Reduced 0.11%	1,019,530 $67.3 Million
Q1 2019 May 10, 2019	SELL	N/A	-1,270,215 Reduced 55.45%	1,020,693 $65.8 Million
Q4 2018 Feb 07, 2019	SELL	N/A	-70,052 Reduced 2.97%	2,290,908 $145 Million
Q3 2018 Nov 02, 2018	SELL	N/A	-7,764 Reduced 0.33%	2,360,960 $147 Million
Q2 2018 Aug 07, 2018	BUY	N/A	2,368,724 New	2,368,724 $148 Million

Others Institutions Holding VGIT

# of Institutions

897

Shares Held

409M

Call Options Held

8.8K

Put Options Held

13.7K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

More about VGIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Account

Valmark Advisers, Inc. Vanguard Intermediate Term Tre Transaction History