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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
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
$380K
|
|
|
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 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
$71.7K
|
|
|
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
|
|
|
Jan 19, 2021
Q4 2020
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-4.42KClosed |
$306K - $311K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
8.58KNew |
$595K - $604K
|
8.58K
$515K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.43KClosed |
$522K - $526K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-2.95KClosed |
$207K - $209K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-79.1KClosed |
$5.56M - $5.61M
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Bell Bank
|
SELL
|
- |
-7.22KClosed |
$508K - $512K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
D. Scott Neal, Inc.
|
SELL
|
- |
-300KClosed |
$21.1M - $21.3M
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-2.35KClosed |
$165K - $166K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
823+ 36.99% |
$57.5K - $58.1K
|
3.05K
$183K
|
|
|
Aug 14, 2020
Q2 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-8.59KClosed |
$600K - $607K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Hedeker Wealth, LLC
|
SELL
|
- |
-43.5KClosed |
$3.04M - $3.07M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Wbi Investments, Inc.
|
SELL
|
- |
-126KClosed |
$8.82M - $8.92M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Newfound Research LLC
|
SELL
|
- |
-79Closed |
$5.52K - $5.58K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
F3 Logic, LLC
|
SELL
|
- |
-4.22KClosed |
$295K - $298K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Bcm Advisors, LLC
|
SELL
|
- |
-357KClosed |
$24.9M - $25.2M
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Rnc Capital Management LLC
|
SELL
|
- |
-2.97KClosed |
$207K - $210K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.71KClosed |
$329K - $333K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-37.3KClosed |
$2.61M - $2.64M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-17.9KClosed |
$1.18M - $1.26M
|
0
$0
|
|
|
Jan 09, 2023
Q1 2020
|
Values First Advisors, Inc.
|
BUY
|
- |
2.09K+ 16.21% |
$138K - $147K
|
15K
$899K
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-45Closed |
$2.97K - $3.17K
|
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
|
|