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 |
---|---|---|---|---|---|---|---|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-62.3KClosed |
$3.89M - $4.12M
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Monument Capital Management
|
SELL
|
- |
-25.9KClosed |
$1.62M - $1.72M
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-702Closed |
$43.8K - $46.4K
|
0
$0
|
|
Q4 2021 | |||||||
Mar 28, 2025
Q4 2021
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-2- 0.06% |
$133 - $135
|
3.16K
$190K
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.83KClosed |
$254K - $259K
|
0
$0
|
|
Mar 08, 2022
Q4 2021
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-10.7KClosed |
$708K - $721K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-3.02KClosed |
$201K - $204K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.7KClosed |
$179K - $183K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-709Closed |
$47.1K - $48K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-265KClosed |
$17.6M - $17.9M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-148Closed |
$9.83K - $10K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
45New |
$2.99K - $3.05K
|
45
$2.7K
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.14KClosed |
$408K - $416K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-429Closed |
$28.5K - $29K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-2.18KClosed |
$145K - $147K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-214KClosed |
$14.2M - $14.5M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
222KNew |
$14.7M - $15M
|
222K
$13.3M
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-192Closed |
$12.7K - $13K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-3.74KClosed |
$248K - $253K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-129Closed |
$8.57K - $8.73K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-8.4KClosed |
$558K - $569K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-14.5KClosed |
$963K - $981K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Verity Wealth Advisors
|
SELL
|
- |
-8.87KClosed |
$589K - $600K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
SELL
|
- |
-3.53KClosed |
$235K - $239K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-21Closed |
$1.39K - $1.42K
|
0
$0
|
|
Q3 2021 | |||||||
Mar 17, 2022
Q3 2021
|
Retirement Solution Inc.
|
SELL
|
- |
-6.26KClosed |
$422K - $430K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ubp Investment Advisors Sa
|
BUY
|
- |
155+ 3.69% |
$10.5K - $10.6K
|
4.35K
$261K
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.24KClosed |
$286K - $291K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Robinson Capital Management, LLC
|
SELL
|
- |
-750Closed |
$50.6K - $51.5K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-8.68KClosed |
$586K - $596K
|
0
$0
|
|
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
$600
|
|
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
$60
|
|
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
$62.4K
|
|
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 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
|