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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-12.4K- 13.43% |
$716K - $748K
|
79.8K
$4.73M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.44M+ 134.38% |
$83.3M - $87M
|
2.51M
$149M
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-17.4K- 6.84% |
$1.01M - $1.05M
|
237K
$14.1M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-80- 1.43% |
$4.62K - $4.83K
|
5.51K
$327K
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-627- 1.46% |
$36.2K - $37.9K
|
42.4K
$2.51M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-453- 8.02% |
$26.2K - $27.4K
|
5.19K
$308K
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-458- 2.36% |
$26.5K - $27.7K
|
18.9K
$1.12M
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
18.2K+ 16.29% |
$1.05M - $1.1M
|
130K
$7.68M
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
336+ 10.06% |
$19.4K - $20.3K
|
3.68K
$218K
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
865KNew |
$50M - $52.2M
|
865K
$51.3M
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5K+ 5.56% |
$289K - $302K
|
94.9K
$5.62M
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-201K- 5.03% |
$11.6M - $12.1M
|
3.79M
$225M
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-189- 11.54% |
$10.9K - $11.4K
|
1.45K
$85.9K
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-537- 12.21% |
$31K - $32.4K
|
3.86K
$229K
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-202- 69.42% |
$11.7K - $12.2K
|
89
$5.28K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.57KNew |
$264K - $276K
|
4.57K
$271K
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 1.2% |
$173 - $181
|
254
$15.1K
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
19.8K+ 80.61% |
$1.14M - $1.19M
|
44.3K
$2.63M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.13K+ 29.01% |
$65.3K - $68.3K
|
5.03K
$298K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
908+ 85.18% |
$52.5K - $54.8K
|
1.97K
$117K
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-764- 9.73% |
$44.1K - $46.1K
|
7.09K
$420K
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
41.1K+ 5.89% |
$2.37M - $2.48M
|
739K
$43.8M
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
792+ 0.68% |
$45.8K - $47.8K
|
118K
$7M
|
|
Jan 29, 2025
Q4 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-1.99K- 23.48% |
$115K - $120K
|
6.48K
$384K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.35K+ 16.82% |
$136K - $142K
|
16.3K
$967K
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.54KNew |
$262K - $274K
|
4.54K
$269K
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
63.1K+ 6.39% |
$3.65M - $3.81M
|
1.05M
$62.3M
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-856- 0.6% |
$49.5K - $51.7K
|
143K
$8.47M
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
3.58K+ 4.72% |
$207K - $216K
|
79.4K
$4.71M
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
147New |
$8.49K - $8.88K
|
147
$8.72K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.16KNew |
$182K - $191K
|
3.16K
$187K
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
4.21KNew |
$243K - $254K
|
4.21K
$250K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-901K- 97.24% |
$52.1M - $54.4M
|
25.6K
$1.52M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
117KNew |
$6.75M - $7.06M
|
117K
$6.93M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.37K+ 6.56% |
$78.9K - $82.5K
|
22.2K
$1.32M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
9.95K+ 4.95% |
$575K - $601K
|
211K
$12.5M
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-827- 2.23% |
$47.8K - $50K
|
36.3K
$2.15M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-45.8K- 60.78% |
$2.65M - $2.77M
|
29.5K
$1.75M
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
6+ 0.01% |
$347 - $362
|
44.8K
$2.66M
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
200K+ 102.56% |
$11.6M - $12.1M
|
395K
$23.4M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.88K+ 15.2% |
$167K - $174K
|
21.9K
$1.3M
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.51KNew |
$87.2K - $91.2K
|
1.51K
$89.5K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3.44KNew |
$199K - $208K
|
3.44K
$204K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17.4K+ 7.49% |
$1.01M - $1.05M
|
250K
$14.8M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.81K- 61.54% |
$335K - $351K
|
3.63K
$215K
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-1.54K- 2.33% |
$88.9K - $93K
|
64.4K
$3.82M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-64.1K- 15.68% |
$3.7M - $3.87M
|
345K
$20.4M
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
420+ 3.59% |
$24.3K - $25.4K
|
12.1K
$719K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.04K- 7.79% |
$60.1K - $62.8K
|
12.3K
$730K
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
9.65K+ 3.15% |
$557K - $583K
|
316K
$18.7M
|