Latest Institutional Transactions on Vanguard Intermediate Term Tre (VGIT)
This table provides information on the latest institutional transactions involving Vanguard Intermediate Term Tre (VGIT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.54K- 12.5% |
$88.4K - $91.4K
|
10.8K
$645K
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
69New |
$3.96K - $4.1K
|
69
$4.13K
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
32.1K+ 7.11% |
$1.84M - $1.91M
|
484K
$29M
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
1.72KNew |
$98.8K - $102K
|
1.72K
$103K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
42.6K+ 7.92% |
$2.45M - $2.53M
|
581K
$34.7M
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-28.8K- 35.82% |
$1.65M - $1.71M
|
51.6K
$3.09M
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
175K+ 17.01% |
$10M - $10.4M
|
1.2M
$71.9M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.29K+ 14.37% |
$73.8K - $76.3K
|
10.2K
$612K
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
91New |
$5.23K - $5.41K
|
91
$5.45K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
981+ 2.25% |
$56.3K - $58.3K
|
44.6K
$2.67M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
942+ 3.03% |
$54.1K - $56K
|
32K
$1.91M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
46.5K+ 78.84% |
$2.67M - $2.76M
|
105K
$6.31M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
67.5K+ 5.46% |
$3.88M - $4.01M
|
1.3M
$78.1M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-13.6K- 73.74% |
$781K - $808K
|
4.84K
$290K
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
157New |
$9.02K - $9.33K
|
157
$9.39K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-450K- 64.59% |
$25.8M - $26.7M
|
247K
$14.8M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-9.02K- 5.1% |
$518K - $536K
|
168K
$10M
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-137K- 13.05% |
$7.88M - $8.15M
|
914K
$54.7M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
970+ 5.05% |
$55.7K - $57.6K
|
20.2K
$1.21M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.25K- 31.96% |
$416K - $431K
|
15.4K
$923K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
213K+ 73.5% |
$12.2M - $12.6M
|
502K
$30.1M
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-104K- 28.47% |
$5.98M - $6.18M
|
262K
$15.7M
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-760- 12.55% |
$43.7K - $45.1K
|
5.3K
$317K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.21K- 10.85% |
$184K - $190K
|
26.3K
$1.58M
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.01KNew |
$58.2K - $60.2K
|
1.01K
$60.6K
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-8.87K- 27.11% |
$510K - $527K
|
23.9K
$1.43M
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-264- 2.63% |
$15.2K - $15.7K
|
9.76K
$584K
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-156K- 33.3% |
$8.97M - $9.28M
|
313K
$18.7M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.8K+ 305.48% |
$966K - $999K
|
22.3K
$1.34M
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-141K- 54.42% |
$8.07M - $8.35M
|
118K
$7.04M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.27K- 13.06% |
$188K - $194K
|
21.8K
$1.3M
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
24.1K+ 41.94% |
$1.38M - $1.43M
|
81.5K
$4.88M
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.99K- 0.79% |
$114K - $118K
|
249K
$14.9M
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
90New |
$5.17K - $5.35K
|
90
$5.39K
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
17K+ 11.97% |
$974K - $1.01M
|
159K
$9.49M
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-41- 1.18% |
$2.36K - $2.44K
|
3.42K
$205K
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-4- 0.02% |
$230 - $238
|
16.3K
$978K
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.18K- 3.26% |
$68K - $70.3K
|
35.1K
$2.1M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
134+ 1.09% |
$7.7K - $7.96K
|
12.4K
$741K
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-1.22K- 5.12% |
$70.1K - $72.5K
|
22.6K
$1.36M
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.24K- 4.42% |
$71.3K - $73.8K
|
26.8K
$1.61M
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
51+ 0.88% |
$2.93K - $3.03K
|
5.84K
$350K
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.74K+ 13.8% |
$99.9K - $103K
|
14.3K
$858K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-3.54K- 13.44% |
$203K - $210K
|
22.8K
$1.36M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.24K+ 6225.0% |
$129K - $133K
|
2.28K
$136K
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-746- 8.91% |
$42.9K - $44.3K
|
7.63K
$456K
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.25KNew |
$129K - $133K
|
2.25K
$134K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.16K+ 18.4% |
$297K - $307K
|
33.2K
$1.99M
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
48.5K+ 22.1% |
$2.78M - $2.88M
|
268K
$16M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
142+ 591.67% |
$8.16K - $8.43K
|
166
$9.93K
|