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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2023
Q1 2020
|
Values First Advisors, Inc.
|
BUY
|
- |
2.09K+ 16.21% |
$138K - $147K
|
15K
$882K
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-45Closed |
$2.97K - $3.17K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.6KClosed |
$697K - $745K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Stephens Inc
|
SELL
|
- |
-7.05KClosed |
$465K - $497K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3.81KClosed |
$251K - $269K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-42Closed |
$2.77K - $2.96K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Valley National Advisers Inc
|
SELL
|
- |
-356Closed |
$23.5K - $25.1K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.99KNew |
$395K - $422K
|
5.99K
$353K
|
|
|
May 08, 2020
Q1 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-622Closed |
$41.1K - $43.9K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Nikulski Financial, Inc.
|
SELL
|
- |
-5.77KClosed |
$381K - $407K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Eukles Asset Management
|
SELL
|
- |
-19Closed |
$1.25K - $1.34K
|
0
$0
|
|
|
Apr 03, 2020
Q1 2020
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-21Closed |
$1.39K - $1.48K
|
0
$0
|
|
| Q4 2019 | |||||||
|
May 14, 2024
Q4 2019
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.43K+ 18.87% |
$94.2K - $96.3K
|
9.02K
$531K
|
|
|
Feb 14, 2020
Q4 2019
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-11.2KClosed |
$733K - $750K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Scotia Capital Inc.
|
SELL
|
- |
-5.96KClosed |
$392K - $401K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Family Management Corp
New York, NY |
SELL
|
- |
-406Closed |
$26.7K - $27.3K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.33KClosed |
$219K - $224K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-181Closed |
$11.9K - $12.2K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-1.87KClosed |
$123K - $125K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Bell Rock Capital LLC
|
SELL
|
- |
-39Closed |
$2.57K - $2.6K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-19Closed |
$1.25K - $1.27K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-153Closed |
$10.1K - $10.2K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.07KClosed |
$70.3K - $71.3K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 20, 2019
Q2 2019
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-9.17KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.26KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-864Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-105Closed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.55KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-13Closed |
N/A
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.89KClosed |
N/A
|
0
$0
|
|
|
Jul 16, 2019
Q2 2019
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-4.12KClosed |
N/A
|
0
$0
|
|
|
Jul 12, 2019
Q2 2019
|
Riverview Trust CO
|
SELL
|
- |
-211Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.75KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-322KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-770Closed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-7.56KClosed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.79MClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
607New |
N/A
|
607
$35.7K
|
|
|
May 01, 2019
Q1 2019
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-14.5KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
773New |
N/A
|
773
$45.5K
|
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-104Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.14KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-390Closed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-15Closed |
N/A
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
True Private Wealth Advisors
|
SELL
|
- |
-436Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
241KNew |
N/A
|
241K
$14.2M
|
|
| Q2 2018 | |||||||
|
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-45Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-39.4KClosed |
N/A
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-31.8KClosed |
N/A
|
0
$0
|
|
|
Apr 06, 2018
Q1 2018
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.55KClosed |
N/A
|
0
$0
|
|