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 |
---|---|---|---|---|---|---|---|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-841- 12.09% |
$48.6K - $50.8K
|
6.12K
$363K
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-430K- 40.96% |
$24.8M - $26M
|
619K
$36.7M
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
25.9K+ 76.7% |
$1.5M - $1.56M
|
59.7K
$3.54M
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.34KNew |
$308K - $322K
|
5.34K
$317K
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-36.6K- 5.23% |
$2.12M - $2.21M
|
664K
$39.4M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-590- 60.2% |
$34.1K - $35.6K
|
390
$23.1K
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
165KNew |
$9.52M - $9.96M
|
165K
$9.77M
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
85.2K+ 18.29% |
$4.92M - $5.14M
|
551K
$32.7M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
152+ 1.71% |
$8.78K - $9.18K
|
9.02K
$535K
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
74.2K+ 1.16% |
$4.29M - $4.48M
|
6.47M
$384M
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
25.8K+ 50.96% |
$1.49M - $1.56M
|
76.3K
$4.52M
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
509+ 11.11% |
$29.4K - $30.7K
|
5.09K
$302K
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
20New |
$1.16K - $1.21K
|
20
$1.19K
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
7.68K+ 8.73% |
$444K - $464K
|
95.7K
$5.67M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-13K- 65.3% |
$750K - $784K
|
6.9K
$409K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
213+ 28.1% |
$12.3K - $12.9K
|
971
$57.6K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.4K- 9.17% |
$80.7K - $84.4K
|
13.8K
$820K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
42.7K+ 27.2% |
$2.47M - $2.58M
|
200K
$11.8M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.78KNew |
$334K - $349K
|
5.78K
$343K
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
23.5K+ 18.86% |
$1.36M - $1.42M
|
148K
$8.79M
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
396New |
$22.9K - $23.9K
|
396
$23.5K
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-9.19K- 22.48% |
$531K - $555K
|
31.7K
$1.88M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.67K+ 7.14% |
$96.6K - $101K
|
25.1K
$1.49M
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-611- 5.75% |
$35.3K - $36.9K
|
10K
$594K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-63.3K- 77.05% |
$3.66M - $3.82M
|
18.8K
$1.12M
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-65.7K- 4.8% |
$3.79M - $3.97M
|
1.3M
$77.2M
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-10.8K- 3.28% |
$625K - $653K
|
319K
$18.9M
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
180New |
$10.4K - $10.9K
|
180
$10.7K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-3.58K- 7.9% |
$207K - $216K
|
41.7K
$2.47M
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-94.1K- 74.52% |
$5.44M - $5.68M
|
32.2K
$1.91M
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
493+ 0.59% |
$28.5K - $29.8K
|
84.3K
$5M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-121K- 14.79% |
$7M - $7.32M
|
698K
$41.4M
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-1.26M- 51.07% |
$72.5M - $75.8M
|
1.2M
$71.3M
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
BUY
|
- |
8.66K+ 38.42% |
$500K - $523K
|
31.2K
$1.85M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
170+ 0.55% |
$9.82K - $10.3K
|
31.1K
$1.84M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-151K- 63.56% |
$8.73M - $9.12M
|
86.6K
$5.13M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
841+ 4.58% |
$48.6K - $50.8K
|
19.2K
$1.14M
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
66.4K+ 13.31% |
$3.84M - $4.01M
|
565K
$33.5M
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.86K+ 4.82% |
$223K - $233K
|
83.9K
$4.97M
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
130KNew |
$7.53M - $7.87M
|
130K
$7.73M
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.77K+ 27.79% |
$102K - $107K
|
8.12K
$481K
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
37.6KNew |
$2.17M - $2.27M
|
37.6K
$2.23M
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-53.1K- 3.99% |
$3.07M - $3.21M
|
1.28M
$75.8M
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
5.86K+ 1.51% |
$339K - $354K
|
395K
$23.4M
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
20.4K+ 10.85% |
$1.18M - $1.23M
|
208K
$12.3M
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.26K+ 1.74% |
$72.6K - $75.9K
|
73.4K
$4.35M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
40+ 0.39% |
$2.31K - $2.42K
|
10.2K
$607K
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-906- 20.02% |
$52.3K - $54.7K
|
3.62K
$215K
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.76KNew |
$217K - $227K
|
3.76K
$223K
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-1.19K- 1.79% |
$68.6K - $71.8K
|
65.3K
$3.87M
|