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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
41+ 11.2% |
$2.3K - $2.44K
|
407
$24.1K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
102New |
$5.73K - $6.07K
|
102
$6.04K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
448+ 12.34% |
$25.2K - $26.7K
|
4.08K
$242K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.11KNew |
$62.5K - $66.2K
|
1.11K
$65.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
43New |
$2.41K - $2.56K
|
43
$2.55K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-687- 4.51% |
$38.6K - $40.9K
|
14.5K
$862K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
24.1K+ 58.1% |
$1.35M - $1.43M
|
65.5K
$3.88M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
28New |
$1.57K - $1.67K
|
28
$1.66K
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
84+ 1.05% |
$4.72K - $5K
|
8.08K
$479K
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
76.3KNew |
$4.28M - $4.54M
|
76.3K
$4.52M
|
|
|
Jan 19, 2024
Q4 2023
|
Marks Wealth, LLC
|
BUY
|
- |
4.25KNew |
$239K - $253K
|
4.25K
$252K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
877New |
$49.2K - $52.2K
|
877
$52K
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
3.87KNew |
$217K - $230K
|
3.87K
$229K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
261New |
$14.7K - $15.5K
|
261
$15.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
44New |
$2.47K - $2.62K
|
44
$2.61K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
6+ 1.14% |
$337 - $357
|
533
$31.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
99New |
$5.56K - $5.89K
|
99
$5.87K
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
137KNew |
$7.7M - $8.16M
|
137K
$8.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
27.8KNew |
$1.56M - $1.65M
|
27.8K
$1.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.1KNew |
$118K - $125K
|
2.1K
$125K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-5.62K- 23.31% |
$316K - $335K
|
18.5K
$1.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3KNew |
$168K - $179K
|
3K
$178K
|
|
| Q3 2023 | |||||||
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-3.79KClosed |
$216K - $224K
|
0
$0
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.31KNew |
$74.5K - $77.3K
|
1.31K
$77.6K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.05KNew |
$116K - $121K
|
2.05K
$121K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
44New |
$2.5K - $2.6K
|
44
$2.61K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
77.1K+ 395.34% |
$4.39M - $4.55M
|
96.6K
$5.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.12KNew |
$291K - $302K
|
5.12K
$303K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
6.24K+ 46.35% |
$355K - $369K
|
19.7K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Lakewood Capital Management, LP
New York, NY |
BUY
|
- |
34K+ 8.92% |
$1.94M - $2.01M
|
415K
$24.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-11.3K- 72.83% |
$641K - $665K
|
4.2K
$249K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5.23KNew |
$298K - $309K
|
5.23K
$310K
|
|
|
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
$2.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
29New |
$1.65K - $1.71K
|
29
$1.72K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
295New |
$16.8K - $17.4K
|
295
$17.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
11.4KNew |
$649K - $674K
|
11.4K
$676K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
291KNew |
$16.6M - $17.2M
|
291K
$17.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-43- 0.94% |
$2.45K - $2.54K
|
4.55K
$270K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-67.3K- 79.78% |
$3.83M - $3.97M
|
17.1K
$1.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
13New |
$740 - $768
|
13
$770
|
|
|
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
$788K
|
|
|
Nov 07, 2023
Q3 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-4.7K- 44.04% |
$267K - $277K
|
5.97K
$353K
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
105KNew |
$5.97M - $6.2M
|
105K
$6.22M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-474- 81.58% |
$27K - $28K
|
107
$6.34K
|
|
|
Nov 03, 2023
Q3 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-5.72K- 12.48% |
$326K - $338K
|
40.1K
$2.38M
|
|
|
Nov 01, 2023
Q3 2023
|
Investment Management Associates Inc
|
BUY
|
- |
296KNew |
$16.9M - $17.5M
|
296K
$17.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-15- 0.88% |
$854 - $886
|
1.69K
$100K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4New |
$228 - $236
|
4
$237
|
|