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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.68KNew |
$96.9K - $102K
|
1.68K
$101K
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
BUY
|
- |
4.3KNew |
$248K - $261K
|
4.3K
$259K
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
4.88KNew |
$282K - $296K
|
4.88K
$294K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.47KNew |
$84.9K - $89.3K
|
1.47K
$88.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.5K- 5.49% |
$145K - $152K
|
43K
$2.59M
|
|
| Q2 2024 | |||||||
|
Jul 15, 2025
Q2 2024
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-189K- 18.65% |
$10.8M - $11.1M
|
826K
$49.7M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.48KNew |
$370K - $379K
|
6.48K
$390K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.6KNew |
$91.2K - $93.4K
|
1.6K
$96.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-51- 37.5% |
$2.91K - $2.99K
|
85
$5.12K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
8+ 0.59% |
$457 - $468
|
1.36K
$82K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.61KNew |
$549K - $562K
|
9.61K
$578K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
577K+ 9.57% |
$33M - $33.8M
|
6.6M
$398M
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-1.46K- 6.4% |
$83.1K - $85.2K
|
21.3K
$1.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.27K+ 6.25% |
$244K - $250K
|
72.6K
$4.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.9KNew |
$394K - $404K
|
6.9K
$415K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4.44K- 97.69% |
$254K - $260K
|
105
$6.32K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
186New |
$10.6K - $10.9K
|
186
$11.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
12.9K+ 5.71% |
$734K - $752K
|
238K
$14.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
15.2KNew |
$869K - $890K
|
15.2K
$915K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-323- 52.86% |
$18.5K - $18.9K
|
288
$17.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Tiff Advisory Services Inc
|
BUY
|
- |
55.7KNew |
$3.18M - $3.26M
|
55.7K
$3.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
55KNew |
$3.14M - $3.22M
|
55K
$3.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
154New |
$8.8K - $9.01K
|
154
$9.27K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
22.2KNew |
$1.27M - $1.3M
|
22.2K
$1.34M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
536New |
$30.6K - $31.4K
|
536
$32.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-14.2K- 63.28% |
$810K - $829K
|
8.22K
$495K
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
842+ 19.19% |
$48.1K - $49.3K
|
5.23K
$315K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-212- 85.14% |
$12.1K - $12.4K
|
37
$2.23K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
6.04KNew |
$345K - $353K
|
6.04K
$363K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
130KNew |
$7.44M - $7.63M
|
130K
$7.84M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
345New |
$19.7K - $20.2K
|
345
$20.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
42.8K+ 28.44% |
$2.45M - $2.51M
|
193K
$11.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
97New |
$5.54K - $5.68K
|
97
$5.84K
|
|
|
Jul 25, 2024
Q2 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
18.6KNew |
$1.06M - $1.09M
|
18.6K
$1.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.08KNew |
$61.7K - $63.2K
|
1.08K
$65K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-245- 6.03% |
$14K - $14.3K
|
3.82K
$230K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
18.3K+ 7.6% |
$1.04M - $1.07M
|
258K
$15.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
862New |
$49.3K - $50.5K
|
862
$51.9K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
22.5KNew |
$1.29M - $1.32M
|
22.5K
$1.35M
|
|
|
Jul 18, 2024
Q2 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
11.2KNew |
$639K - $655K
|
11.2K
$674K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.12% |
$57.1 - $58.5
|
846
$50.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.68KNew |
$153K - $157K
|
2.68K
$161K
|
|
|
Jul 17, 2024
Q2 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
83.7KNew |
$4.78M - $4.9M
|
83.7K
$5.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-190- 4.56% |
$10.9K - $11.1K
|
3.98K
$239K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
56New |
$3.2K - $3.28K
|
56
$3.37K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
58New |
$3.31K - $3.39K
|
58
$3.49K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-539- 62.24% |
$30.8K - $31.5K
|
327
$19.7K
|
|
| Q1 2024 | |||||||
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.83K- 97.19% |
$107K - $109K
|
53
$3.19K
|
|
|
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
|
|