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 |
---|---|---|---|---|---|---|---|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-39- 1.98% |
$2.29K - $2.34K
|
1.94K
$116K
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.39K+ 7.72% |
$81.7K - $83.4K
|
19.4K
$1.17M
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
16.4K+ 1.81% |
$962K - $983K
|
924K
$55.4M
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.8K+ 2.49% |
$105K - $108K
|
74K
$4.44M
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
1.61K+ 1.78% |
$94.3K - $96.3K
|
92K
$5.52M
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.72K+ 37.85% |
$101K - $103K
|
6.26K
$376K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
138K+ 55.14% |
$8.06M - $8.24M
|
387K
$23.2M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.76KNew |
$221K - $225K
|
3.76K
$226K
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
9.29K+ 2.51% |
$545K - $556K
|
380K
$22.8M
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
3.51KNew |
$206K - $210K
|
3.51K
$211K
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.67KNew |
$157K - $160K
|
2.67K
$160K
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-2.15K- 23.73% |
$126K - $129K
|
6.91K
$414K
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-882- 5.2% |
$51.7K - $52.8K
|
16.1K
$964K
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
9.03K+ 2.72% |
$529K - $541K
|
341K
$20.4M
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-18.4K- 19.93% |
$1.08M - $1.1M
|
73.7K
$4.42M
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
17.3K+ 4.74% |
$1.01M - $1.03M
|
382K
$22.9M
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
33+ 0.48% |
$1.93K - $1.98K
|
6.9K
$414K
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
2+ 1.52% |
$117 - $120
|
134
$8.04K
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.31K+ 18.66% |
$76.6K - $78.3K
|
8.31K
$498K
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
16.1K+ 8.16% |
$941K - $962K
|
213K
$12.8M
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-709- 9.01% |
$41.6K - $42.5K
|
7.16K
$430K
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.82K+ 82.02% |
$165K - $169K
|
6.26K
$375K
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-22K- 12.0% |
$1.29M - $1.32M
|
162K
$9.7M
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
56.7K+ 20.25% |
$3.32M - $3.39M
|
337K
$20.2M
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
692+ 39.5% |
$40.6K - $41.5K
|
2.44K
$147K
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8.14KNew |
$477K - $488K
|
8.14K
$488K
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
13.4K+ 0.82% |
$784K - $801K
|
1.64M
$98.5M
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.14KNew |
$360K - $367K
|
6.14K
$368K
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.02K- 3.04% |
$59.6K - $60.9K
|
32.5K
$1.95M
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-49.4K- 40.64% |
$2.9M - $2.96M
|
72.2K
$4.33M
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-4.82K- 2.71% |
$283K - $289K
|
173K
$10.4M
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.75K+ 9.13% |
$513K - $524K
|
105K
$6.27M
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
9New |
$528 - $539
|
9
$540
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-280- 7.09% |
$16.4K - $16.8K
|
3.67K
$220K
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
16.8K+ 10.22% |
$987K - $1.01M
|
182K
$10.9M
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
79.8KNew |
$4.68M - $4.78M
|
79.8K
$4.79M
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
26+ 0.48% |
$1.52K - $1.56K
|
5.45K
$327K
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-6.84K- 49.04% |
$401K - $410K
|
7.11K
$426K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.8K+ 8.85% |
$282K - $288K
|
59.1K
$3.54M
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
42+ 10.82% |
$2.46K - $2.52K
|
430
$25.8K
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.01K- 22.26% |
$59.2K - $60.5K
|
3.53K
$212K
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
190+ 1.49% |
$11.1K - $11.4K
|
13K
$777K
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
233+ 1.78% |
$13.7K - $14K
|
13.3K
$798K
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-736- 15.45% |
$43.2K - $44.1K
|
4.03K
$242K
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.82K- 2.05% |
$106K - $109K
|
86.5K
$5.19M
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
3.52KNew |
$206K - $211K
|
3.52K
$211K
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
20+ 0.14% |
$1.17K - $1.2K
|
14.8K
$888K
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.95K+ 47.21% |
$290K - $296K
|
15.4K
$926K
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
18.1K+ 7.14% |
$1.06M - $1.08M
|
272K
$16.3M
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
4.53K+ 5.01% |
$266K - $271K
|
95K
$5.7M
|