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 03, 2025
Q4 2024
|
Peoples Bank
|
BUY
|
- |
1.75K+ 2.02% |
$101K - $105K
|
88.4K
$5.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
95+ 0.13% |
$5.49K - $5.74K
|
71.5K
$4.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.79KNew |
$277K - $289K
|
4.79K
$284K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.91K+ 3.02% |
$168K - $176K
|
99.3K
$5.89M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
952+ 13.89% |
$55K - $57.5K
|
7.81K
$463K
|
|
|
Feb 03, 2025
Q4 2024
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
38.8KNew |
$2.24M - $2.34M
|
38.8K
$2.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.88K- 17.72% |
$108K - $113K
|
8.71K
$516K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.68K+ 9.3% |
$212K - $222K
|
43.2K
$2.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
47.5K+ 6.71% |
$2.74M - $2.87M
|
755K
$44.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-4- 0.02% |
$231 - $242
|
22.1K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.75K+ 3.89% |
$274K - $287K
|
127K
$7.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.07K+ 2.36% |
$61.6K - $64.4K
|
46.2K
$2.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.04M- 50.86% |
$59.9M - $62.6M
|
1M
$59.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
38.4K+ 5.54% |
$2.22M - $2.32M
|
731K
$43.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.28M+ 8.13% |
$74.2M - $77.5M
|
17.1M
$1.01B
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.31K+ 30.41% |
$191K - $200K
|
14.2K
$842K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.1K- 12.22% |
$640K - $669K
|
79.5K
$4.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.97K+ 331.82% |
$114K - $119K
|
2.57K
$152K
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
18KNew |
$1.04M - $1.09M
|
18K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
13+ 50.0% |
$751 - $785
|
39
$2.31K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
477New |
$27.6K - $28.8K
|
477
$28.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
683New |
$39.5K - $41.3K
|
683
$40.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
98New |
$5.66K - $5.92K
|
98
$5.81K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-369- 7.41% |
$21.3K - $22.3K
|
4.61K
$273K
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
216KNew |
$12.5M - $13M
|
216K
$12.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
150K+ 107.24% |
$8.66M - $9.05M
|
289K
$17.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-3.16K- 33.89% |
$182K - $191K
|
6.16K
$365K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.21K- 4.14% |
$70.1K - $73.3K
|
28.1K
$1.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
5.79KNew |
$335K - $350K
|
5.79K
$343K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.01K+ 13.91% |
$174K - $182K
|
24.6K
$1.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
23.6K+ 20.27% |
$1.36M - $1.42M
|
140K
$8.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-59.5K- 23.18% |
$3.44M - $3.59M
|
197K
$11.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4.56K- 16.96% |
$264K - $275K
|
22.3K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.29K+ 12.33% |
$74.8K - $78.2K
|
11.8K
$699K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
14.4K+ 4.18% |
$829K - $867K
|
358K
$21.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
78.6K+ 5.94% |
$4.54M - $4.75M
|
1.4M
$83.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
504K+ 9.98% |
$29.1M - $30.4M
|
5.55M
$329M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.88KNew |
$513K - $536K
|
8.88K
$526K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-163- 20.79% |
$9.42K - $9.85K
|
621
$36.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-6.67K- 11.26% |
$385K - $403K
|
52.6K
$3.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3.84KNew |
$222K - $232K
|
3.84K
$228K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-211- 34.48% |
$12.2K - $12.7K
|
401
$23.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-267K- 51.56% |
$15.4M - $16.1M
|
251K
$14.9M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.72K- 25.82% |
$99.6K - $104K
|
4.95K
$293K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5.41K+ 3.12% |
$312K - $327K
|
179K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
30New |
$1.73K - $1.81K
|
30
$1.78K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
10.8KNew |
$626K - $654K
|
10.8K
$642K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.9K- 3.08% |
$110K - $115K
|
59.8K
$3.54M
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-1.6K- 1.51% |
$92.4K - $96.6K
|
105K
$6.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
259K+ 926.37% |
$15M - $15.6M
|
287K
$17M
|