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 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-34- 4.58% |
$1.99K - $2.04K
|
708
$42.5K
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-28- 0.45% |
$1.64K - $1.68K
|
6.24K
$374K
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
17.4K+ 10.21% |
$1.02M - $1.04M
|
188K
$11.3M
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
179+ 0.27% |
$10.5K - $10.7K
|
67.5K
$4.05M
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-11.5K- 24.14% |
$674K - $689K
|
36.1K
$2.17M
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
14.9K+ 15.9% |
$874K - $893K
|
109K
$6.52M
|
|
Q1 2025 | |||||||
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
41.5K+ 2.1% |
$2.38M - $2.46M
|
2.01M
$121M
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
319New |
$18.3K - $18.9K
|
319
$19.1K
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.2K- 54.61% |
$299K - $309K
|
4.32K
$259K
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
3.32K+ 97.62% |
$191K - $197K
|
6.73K
$404K
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
239New |
$13.7K - $14.2K
|
239
$14.3K
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
648New |
$37.2K - $38.5K
|
648
$38.9K
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
280New |
$16.1K - $16.6K
|
280
$16.8K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
561+ 10.83% |
$32.2K - $33.3K
|
5.74K
$344K
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
194+ 220.45% |
$11.1K - $11.5K
|
282
$16.9K
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-6.32K- 25.47% |
$363K - $375K
|
18.5K
$1.11M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.11K- 36.46% |
$121K - $125K
|
3.68K
$221K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
13.5KNew |
$778K - $805K
|
13.5K
$813K
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.97K+ 93.02% |
$343K - $355K
|
12.4K
$743K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
731New |
$42K - $43.4K
|
731
$43.8K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.2K+ 4.88% |
$126K - $130K
|
47.2K
$2.83M
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.25KNew |
$72K - $74.4K
|
1.25K
$75.2K
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.48K+ 61.07% |
$200K - $207K
|
9.18K
$550K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.06K+ 100.64% |
$291K - $301K
|
10.1K
$605K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
20.9K+ 20.05% |
$1.2M - $1.24M
|
125K
$7.49M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.25KNew |
$359K - $371K
|
6.25K
$375K
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-10.1K- 31.54% |
$583K - $603K
|
22K
$1.32M
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.79KNew |
$218K - $225K
|
3.79K
$227K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
37New |
$2.13K - $2.2K
|
37
$2.22K
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
72New |
$4.14K - $4.28K
|
72
$4.32K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-586- 19.46% |
$33.7K - $34.8K
|
2.43K
$145K
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-271K- 72.39% |
$15.6M - $16.1M
|
103K
$6.2M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-98.9K- 85.78% |
$5.68M - $5.87M
|
16.4K
$983K
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
9.48KNew |
$545K - $563K
|
9.48K
$569K
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
120New |
$6.89K - $7.13K
|
120
$7.2K
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
10.5KNew |
$603K - $624K
|
10.5K
$630K
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-654- 3.14% |
$37.6K - $38.8K
|
20.2K
$1.21M
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
98New |
$5.63K - $5.82K
|
98
$5.88K
|
|
May 13, 2025
Q1 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
2.39M+ 11.12% |
$137M - $142M
|
23.9M
$1.43B
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
159KNew |
$9.15M - $9.46M
|
159K
$9.55M
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.48KNew |
$200K - $207K
|
3.48K
$209K
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-64.8K- 94.81% |
$3.72M - $3.85M
|
3.55K
$213K
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-2.14K- 22.34% |
$123K - $127K
|
7.45K
$447K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.61K- 16.11% |
$92.3K - $95.5K
|
8.37K
$502K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
77+ 126.23% |
$4.42K - $4.57K
|
138
$8.28K
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
820New |
$47.1K - $48.7K
|
820
$49.2K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.8M+ 17.93% |
$676M - $700M
|
77.5M
$4.65B
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.31KNew |
$248K - $256K
|
4.31K
$259K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1.02K+ 3.1% |
$58.4K - $60.4K
|
33.8K
$2.03M
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-760- 5.83% |
$43.7K - $45.1K
|
12.3K
$736K
|