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 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-5.54KClosed |
$374K - $381K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-8.73KClosed |
$589K - $600K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
BUY
|
- |
10New |
$674 - $687
|
10
$595
|
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
SELL
|
- |
-3.01KClosed |
$203K - $206K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1New |
$67.4 - $68.7
|
1
$59.5
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-65Closed |
$4.38K - $4.46K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-22KClosed |
$1.48M - $1.51M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-22KClosed |
$1.48M - $1.51M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
317+ 43.85% |
$21.3K - $21.6K
|
1.04K
$61.9K
|
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-74.6KClosed |
$5.02M - $5.08M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.46KClosed |
$97.8K - $99.1K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-65Closed |
$4.37K - $4.43K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.94KClosed |
$601K - $609K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.33KClosed |
$224K - $227K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.77KClosed |
$253K - $257K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-16.1KClosed |
$1.08M - $1.1M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-4.71KClosed |
$317K - $321K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3Closed |
$202 - $204
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-5KClosed |
$336K - $341K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-12KClosed |
$807K - $818K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-293Closed |
$19.7K - $20K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.21KClosed |
$216K - $219K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Oct 20, 2021
Q1 2021
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-2.9KClosed |
$195K - $201K
|
0
$0
|
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-26.1KClosed |
$1.75M - $1.81M
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-19.4KClosed |
$1.31M - $1.35M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-314Closed |
$21.1K - $21.8K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-5.06KClosed |
$340K - $351K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-40.2KClosed |
$2.7M - $2.79M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2Closed |
$134 - $139
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-3.19KClosed |
$214K - $222K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-371Closed |
$24.9K - $25.8K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-59Closed |
$3.97K - $4.1K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Rda Financial Network
|
SELL
|
- |
-5.32KClosed |
$358K - $370K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-15.1KClosed |
$1.01M - $1.05M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-116Closed |
$7.8K - $8.06K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.64KClosed |
$110K - $114K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-68Closed |
$4.57K - $4.72K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.45K+ 29.83% |
$97.8K - $101K
|
6.33K
$377K
|
|
|
Apr 26, 2021
Q1 2021
|
Clean Yield Group
|
SELL
|
- |
-120Closed |
$8.07K - $8.33K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-15.1KClosed |
$1.02M - $1.05M
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-5Closed |
$336 - $347
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jun 10, 2021
Q4 2020
|
Wind River Trust CO
|
SELL
|
- |
-67.7KClosed |
$4.69M - $4.77M
|
0
$0
|
|
|
Feb 19, 2021
Q4 2020
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-449Closed |
$31.1K - $31.6K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-3.93KClosed |
$273K - $277K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-26Closed |
$1.8K - $1.83K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
638+ 114.34% |
$44.2K - $44.9K
|
1.2K
$71.2K
|
|
|
Feb 02, 2021
Q4 2020
|
Girard Partners Ltd.
|
SELL
|
- |
-9.58KClosed |
$664K - $674K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Eagle Ridge Investment Management
|
SELL
|
- |
-3KClosed |
$208K - $211K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-177Closed |
$12.3K - $12.5K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-63Closed |
$4.37K - $4.44K
|
0
$0
|
|