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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.23KNew |
$70.3K - $72K
|
1.23K
$71.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
22.2KNew |
$1.27M - $1.3M
|
22.2K
$1.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
536New |
$30.6K - $31.4K
|
536
$31.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-14.2K- 63.28% |
$810K - $829K
|
8.22K
$479K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
619+ 16.78% |
$35.4K - $36.2K
|
4.31K
$251K
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
842+ 19.19% |
$48.1K - $49.3K
|
5.23K
$305K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-212- 85.14% |
$12.1K - $12.4K
|
37
$2.16K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
6.04KNew |
$345K - $353K
|
6.04K
$352K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
130KNew |
$7.44M - $7.63M
|
130K
$7.59M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.63K+ 66.63% |
$550K - $564K
|
24.1K
$1.4M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
345New |
$19.7K - $20.2K
|
345
$20.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
594New |
$33.9K - $34.8K
|
594
$34.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
42.8K+ 28.44% |
$2.45M - $2.51M
|
193K
$11.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
198New |
$11.3K - $11.6K
|
198
$11.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
20+ 7.38% |
$1.14K - $1.17K
|
291
$17K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
793+ 424.06% |
$45.3K - $46.4K
|
980
$57.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
97New |
$5.54K - $5.68K
|
97
$5.65K
|
|
|
Jul 25, 2024
Q2 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
18.6KNew |
$1.06M - $1.09M
|
18.6K
$1.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.08KNew |
$61.7K - $63.2K
|
1.08K
$63K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
612New |
$35K - $35.8K
|
612
$35.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
651+ 7.77% |
$37.2K - $38.1K
|
9.03K
$526K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.92KNew |
$281K - $288K
|
4.92K
$287K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-308- 36.32% |
$17.6K - $18K
|
540
$31.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-245- 6.03% |
$14K - $14.3K
|
3.82K
$222K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
6+ 0.06% |
$343 - $351
|
10.7K
$625K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
18.3K+ 7.6% |
$1.04M - $1.07M
|
258K
$15.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
862New |
$49.3K - $50.5K
|
862
$50.2K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
22.5KNew |
$1.29M - $1.32M
|
22.5K
$1.31M
|
|
|
Jul 18, 2024
Q2 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
11.2KNew |
$639K - $655K
|
11.2K
$652K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
51.8K+ 13.59% |
$2.96M - $3.03M
|
433K
$25.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.12% |
$57.1 - $58.5
|
846
$49.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.68KNew |
$153K - $157K
|
2.68K
$156K
|
|
|
Jul 17, 2024
Q2 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
83.7KNew |
$4.78M - $4.9M
|
83.7K
$4.88M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-190- 4.56% |
$10.9K - $11.1K
|
3.98K
$232K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.19K- 88.3% |
$67.7K - $69.4K
|
157
$9.15K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-900- 10.94% |
$51.4K - $52.7K
|
7.33K
$427K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
485+ 1672.41% |
$27.7K - $28.4K
|
514
$30K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.23K+ 127.44% |
$70.1K - $71.8K
|
2.19K
$128K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
56New |
$3.2K - $3.28K
|
56
$3.26K
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
4.11KNew |
$235K - $240K
|
4.11K
$239K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
58New |
$3.31K - $3.39K
|
58
$3.38K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-539- 62.24% |
$30.8K - $31.5K
|
327
$19.1K
|
|
|
Jul 03, 2024
Q2 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
38.5K+ 22.28% |
$2.2M - $2.26M
|
212K
$12.3M
|
|
| Q1 2024 | |||||||
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-37.6KClosed |
$2.18M - $2.24M
|
0
$0
|
|
|
Nov 13, 2024
Q1 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-138KClosed |
$8.01M - $8.21M
|
0
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.65K+ 18.52% |
$386K - $396K
|
42.6K
$2.48M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
207+ 713.79% |
$12K - $12.3K
|
236
$13.8K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-170- 4.21% |
$9.87K - $10.1K
|
3.87K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
824KNew |
$47.8M - $49M
|
824K
$48M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
8.78KNew |
$510K - $522K
|
8.78K
$512K
|
|