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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-11.3K- 72.83% |
$641K - $665K
|
4.2K
$245K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5.23KNew |
$298K - $309K
|
5.23K
$305K
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-2.86K- 37.3% |
$163K - $169K
|
4.81K
$281K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.58MClosed |
$147M - $152M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-97.7K- 69.0% |
$5.56M - $5.77M
|
43.9K
$2.56M
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
29New |
$1.65K - $1.71K
|
29
$1.69K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
295New |
$16.8K - $17.4K
|
295
$17.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
11.4KNew |
$649K - $674K
|
11.4K
$665K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
291KNew |
$16.6M - $17.2M
|
291K
$17M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-43- 0.94% |
$2.45K - $2.54K
|
4.55K
$265K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-67.3K- 79.78% |
$3.83M - $3.97M
|
17.1K
$994K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
13New |
$740 - $768
|
13
$758
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-9.16KClosed |
$521K - $541K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
13.3KNew |
$757K - $785K
|
13.3K
$775K
|
|
|
Nov 07, 2023
Q3 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-4.7K- 44.04% |
$267K - $277K
|
5.97K
$348K
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
105KNew |
$5.97M - $6.2M
|
105K
$6.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-474- 81.58% |
$27K - $28K
|
107
$6.24K
|
|
|
Nov 03, 2023
Q3 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-5.72K- 12.48% |
$326K - $338K
|
40.1K
$2.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
26New |
$1.48K - $1.54K
|
26
$1.52K
|
|
|
Nov 01, 2023
Q3 2023
|
Investment Management Associates Inc
|
BUY
|
- |
296KNew |
$16.9M - $17.5M
|
296K
$17.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-15- 0.88% |
$854 - $886
|
1.69K
$98.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4New |
$228 - $236
|
4
$233
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.31KNew |
$245K - $255K
|
4.31K
$251K
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.55KNew |
$202K - $210K
|
3.55K
$207K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
4.17K+ 28.47% |
$238K - $246K
|
18.8K
$1.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
87.1KNew |
$4.96M - $5.14M
|
87.1K
$5.08M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-9.01K- 24.95% |
$513K - $532K
|
27.1K
$1.58M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
983New |
$56K - $58K
|
983
$57.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
804+ 15.99% |
$45.8K - $47.5K
|
5.83K
$340K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
32.2K+ 3.71% |
$1.83M - $1.9M
|
899K
$52.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
1.97K+ 3.44% |
$112K - $117K
|
59.3K
$3.46M
|
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
4.69KNew |
$267K - $277K
|
4.69K
$273K
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
BUY
|
- |
7.91KNew |
$450K - $467K
|
7.91K
$461K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.85% |
$56.9 - $59.1
|
55
$3.21K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1.42K+ 1.4% |
$80.8K - $83.9K
|
103K
$6M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.66KNew |
$94.3K - $97.8K
|
1.66K
$96.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
3.86KNew |
$220K - $228K
|
3.86K
$225K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
7.29KNew |
$415K - $431K
|
7.29K
$425K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-797Closed |
$45.4K - $47.1K
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
136KNew |
$7.72M - $8M
|
136K
$7.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-14.6K- 4.79% |
$831K - $862K
|
290K
$16.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
12New |
$683 - $709
|
12
$699
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
47New |
$2.68K - $2.78K
|
47
$2.74K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
28New |
$1.59K - $1.65K
|
28
$1.63K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
1.37KNew |
$78K - $80.9K
|
1.37K
$79.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-7.38K- 31.82% |
$420K - $436K
|
15.8K
$922K
|
|
| Q2 2023 | |||||||
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
280New |
$16.4K - $17K
|
280
$16.3K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
136New |
$7.97K - $8.25K
|
136
$7.93K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-13.5K- 98.78% |
$789K - $817K
|
166
$9.68K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
177KNew |
$10.4M - $10.7M
|
177K
$10.3M
|
|