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 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-741- 12.2% |
$43.4K - $44.4K
|
5.33K
$318K
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-32.1K- 48.0% |
$1.88M - $1.92M
|
34.8K
$2.07M
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
636+ 12.5% |
$37.3K - $38.1K
|
5.72K
$341K
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-39K- 10.13% |
$2.28M - $2.33M
|
346K
$20.6M
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
BUY
|
- |
5.79K+ 20.32% |
$339K - $347K
|
34.3K
$2.04M
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
8.37K+ 196.39% |
$491K - $502K
|
12.6K
$753K
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
37.3K+ 14.0% |
$2.19M - $2.24M
|
304K
$18.1M
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
788K+ 140.8% |
$46.2M - $47.2M
|
1.35M
$80.3M
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
11.5K+ 15.0% |
$674K - $689K
|
88.1K
$5.25M
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1K+ 26.15% |
$58.6K - $59.9K
|
4.82K
$287K
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.15K- 9.07% |
$67.2K - $68.7K
|
11.5K
$686K
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.17K- 3.32% |
$186K - $190K
|
92.3K
$5.5M
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
47+ 1.04% |
$2.76K - $2.82K
|
4.55K
$271K
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-404- 1.23% |
$23.7K - $24.2K
|
32.5K
$1.94M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-42.8K- 45.24% |
$2.51M - $2.56M
|
51.8K
$3.09M
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
18K+ 255.49% |
$1.06M - $1.08M
|
25.1K
$1.5M
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-11K- 12.28% |
$646K - $660K
|
78.7K
$4.69M
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
120K+ 109.19% |
$7.06M - $7.22M
|
231K
$13.8M
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.05K+ 50.04% |
$179K - $183K
|
9.14K
$544K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
25.6K+ 2.56% |
$1.5M - $1.54M
|
1.03M
$61.2M
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
9.53K+ 54.46% |
$559K - $571K
|
27K
$1.61M
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
21.5K+ 15.96% |
$1.26M - $1.29M
|
156K
$9.32M
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.94K+ 33.24% |
$348K - $356K
|
23.8K
$1.42M
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
938+ 5.02% |
$55K - $56.2K
|
19.6K
$1.17M
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
829+ 81.59% |
$48.6K - $49.7K
|
1.85K
$110K
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-6.11K- 0.14% |
$358K - $366K
|
4.23M
$252M
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
5.43KNew |
$319K - $325K
|
5.43K
$324K
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
15.2K+ 97.05% |
$893K - $912K
|
30.9K
$1.84M
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
71+ 0.98% |
$4.16K - $4.25K
|
7.33K
$436K
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
36.7K+ 7.91% |
$2.15M - $2.2M
|
501K
$29.8M
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
80.2K+ 21.62% |
$4.7M - $4.8M
|
451K
$26.9M
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
132K+ 6.72% |
$7.74M - $7.9M
|
2.1M
$125M
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 0.99% |
$235 - $240
|
407
$24.3K
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
93+ 0.16% |
$5.45K - $5.57K
|
60K
$3.57M
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-316- 18.97% |
$18.5K - $18.9K
|
1.35K
$80.4K
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.54K+ 31.62% |
$207K - $212K
|
14.7K
$877K
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-70- 0.99% |
$4.1K - $4.19K
|
7.03K
$419K
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
35.2K+ 3.88% |
$2.06M - $2.11M
|
943K
$56.2M
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
2.6K+ 0.47% |
$152K - $156K
|
557K
$33.2M
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
108+ 0.07% |
$6.33K - $6.47K
|
160K
$9.55M
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
6.58K+ 2.13% |
$386K - $394K
|
315K
$18.8M
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
14.8KNew |
$866K - $885K
|
14.8K
$880K
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
49.6K+ 138.43% |
$2.91M - $2.97M
|
85.4K
$5.09M
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
33.6K+ 5.57% |
$1.97M - $2.01M
|
636K
$37.9M
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
29.7K+ 4.0% |
$1.74M - $1.78M
|
771K
$45.9M
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
4+ 0.03% |
$235 - $240
|
14.3K
$852K
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
406KNew |
$23.8M - $24.3M
|
406K
$24.2M
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
13.9K+ 33.18% |
$813K - $830K
|
55.6K
$3.32M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
452+ 0.41% |
$26.5K - $27.1K
|
112K
$6.67M
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.54KNew |
$208K - $212K
|
3.54K
$211K
|