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 |
---|---|---|---|---|---|---|---|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.4KNew |
$253K - $261K
|
4.4K
$261K
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-323- 8.16% |
$18.6K - $19.2K
|
3.63K
$216K
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-13.1K- 22.52% |
$754K - $780K
|
45.2K
$2.69M
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.96K+ 150.06% |
$342K - $354K
|
9.93K
$591K
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.82K+ 34.56% |
$105K - $108K
|
7.09K
$421K
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
3.95KNew |
$227K - $235K
|
3.95K
$235K
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
977+ 6.66% |
$56.1K - $58K
|
15.6K
$930K
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.84K+ 23.71% |
$163K - $168K
|
14.8K
$880K
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-53.2K- 2.13% |
$3.06M - $3.16M
|
2.45M
$146M
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.94KNew |
$226K - $234K
|
3.94K
$234K
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
8.94K+ 4.15% |
$514K - $531K
|
225K
$13.4M
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.88K+ 37.74% |
$108K - $112K
|
6.87K
$408K
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
3.24K+ 2.02% |
$186K - $192K
|
163K
$9.71M
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
16K+ 3.4% |
$922K - $953K
|
488K
$29M
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
21.5K+ 67.54% |
$1.24M - $1.28M
|
53.4K
$3.18M
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9.38K+ 15.18% |
$539K - $557K
|
71.1K
$4.23M
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-3.81K- 9.48% |
$219K - $226K
|
36.4K
$2.17M
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
5.27KNew |
$303K - $313K
|
5.27K
$313K
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-500- 1.28% |
$28.7K - $29.7K
|
38.5K
$2.29M
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
87+ 63.97% |
$5K - $5.17K
|
223
$13.3K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.1K+ 13.12% |
$638K - $660K
|
95.8K
$5.7M
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
848New |
$48.7K - $50.4K
|
848
$50.4K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-890- 2.12% |
$51.1K - $52.9K
|
41.2K
$2.45M
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
426+ 10.36% |
$24.5K - $25.3K
|
4.54K
$270K
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
8.21K+ 9.19% |
$472K - $488K
|
97.6K
$5.8M
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-729- 9.81% |
$41.9K - $43.3K
|
6.7K
$399K
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
510New |
$29.3K - $30.3K
|
510
$30.3K
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-63- 0.87% |
$3.62K - $3.74K
|
7.19K
$427K
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.23K- 53.89% |
$70.4K - $72.8K
|
1.05K
$62.4K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-213K- 48.26% |
$12.3M - $12.8M
|
228K
$13.6M
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-265K- 97.48% |
$15.3M - $16M
|
6.84K
$407K
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
2+ 1.54% |
$116 - $121
|
132
$7.85K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
233New |
$13.5K - $14.1K
|
233
$13.9K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
24.2K+ 9.0% |
$1.4M - $1.46M
|
294K
$17.5M
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
118KNew |
$6.81M - $7.12M
|
118K
$7.01M
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-5.48K- 30.83% |
$317K - $331K
|
12.3K
$731K
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-130- 2.98% |
$7.51K - $7.85K
|
4.24K
$252K
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-22- 0.56% |
$1.27K - $1.33K
|
3.87K
$230K
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
14.8KNew |
$855K - $893K
|
14.8K
$880K
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
18New |
$1.04K - $1.09K
|
18
$1.07K
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5.2KNew |
$300K - $314K
|
5.2K
$309K
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.2K- 17.07% |
$127K - $133K
|
10.7K
$636K
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
348New |
$20.1K - $21K
|
348
$20.7K
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
817+ 10.24% |
$47.2K - $49.3K
|
8.79K
$523K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
255+ 55.8% |
$14.7K - $15.4K
|
712
$42.3K
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
33New |
$1.91K - $1.99K
|
33
$1.96K
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
18.8KNew |
$1.09M - $1.14M
|
18.8K
$1.12M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-155K- 71.99% |
$8.94M - $9.35M
|
60.2K
$3.58M
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
4.76KNew |
$275K - $287K
|
4.76K
$283K
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
4New |
$231 - $242
|
4
$238
|