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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.31K+ 8.77% |
$133K - $137K
|
28.7K
$1.7M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2- 0.45% |
$115 - $119
|
443
$26.2K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-26.5K- 52.78% |
$1.52M - $1.57M
|
23.7K
$1.4M
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-3.76M- 43.46% |
$216M - $223M
|
4.89M
$290M
|
|
May 13, 2025
Q1 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
3.25K+ 2.15% |
$187K - $193K
|
154K
$9.13M
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
BUY
|
- |
190KNew |
$10.9M - $11.3M
|
190K
$11.2M
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
5.74K+ 2.17% |
$330K - $341K
|
270K
$16M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.8K+ 13.32% |
$851K - $880K
|
126K
$7.47M
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
845+ 9.7% |
$48.5K - $50.2K
|
9.56K
$566K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.6K+ 13.57% |
$898K - $929K
|
131K
$7.75M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.17K- 23.71% |
$125K - $129K
|
6.99K
$414K
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-64.8K- 94.81% |
$3.72M - $3.85M
|
3.55K
$210K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
585K+ 35.68% |
$33.6M - $34.7M
|
2.22M
$132M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.91K- 38.53% |
$225K - $232K
|
6.24K
$370K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
137K+ 4.31% |
$7.87M - $8.14M
|
3.32M
$197M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.81K- 6.48% |
$219K - $226K
|
54.9K
$3.25M
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.02M+ 1734.95% |
$58.4M - $60.4M
|
1.08M
$63.7M
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
200KNew |
$11.5M - $11.9M
|
200K
$11.9M
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
35.6KNew |
$2.05M - $2.12M
|
35.6K
$2.11M
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
9.72KNew |
$558K - $577K
|
9.72K
$576K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-73.5K- 65.33% |
$4.22M - $4.37M
|
39K
$2.31M
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-2.14K- 22.34% |
$123K - $127K
|
7.45K
$441K
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-61- 0.94% |
$3.5K - $3.62K
|
6.42K
$380K
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
8.6K+ 0.8% |
$494K - $511K
|
1.08M
$64.2M
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
494+ 6.09% |
$28.4K - $29.3K
|
8.61K
$510K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
531K+ 339.17% |
$30.5M - $31.5M
|
687K
$40.7M
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-29.6K- 61.59% |
$1.7M - $1.76M
|
18.5K
$1.09M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.61K- 16.11% |
$92.3K - $95.5K
|
8.37K
$496K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
77+ 126.23% |
$4.42K - $4.57K
|
138
$8.18K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-58- 3.65% |
$3.33K - $3.45K
|
1.53K
$90.8K
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
820New |
$47.1K - $48.7K
|
820
$48.6K
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
19.7KNew |
$1.13M - $1.17M
|
19.7K
$1.16M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.8M+ 17.93% |
$676M - $700M
|
77.5M
$4.59B
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
40.4K+ 133.28% |
$2.32M - $2.4M
|
70.8K
$4.19M
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7.6KNew |
$436K - $451K
|
7.6K
$450K
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-25.7K- 8.08% |
$1.48M - $1.53M
|
293K
$17.4M
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5KNew |
$287K - $297K
|
5K
$296K
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.1KNew |
$408K - $421K
|
7.1K
$420K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
189+ 0.24% |
$10.9K - $11.2K
|
79.7K
$4.72M
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-50.7K- 55.65% |
$2.91M - $3.01M
|
40.4K
$2.4M
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.44K+ 6.52% |
$82.7K - $85.5K
|
23.5K
$1.39M
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
563+ 1.11% |
$32.3K - $33.4K
|
51.3K
$3.04M
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-2.57K- 1.56% |
$148K - $153K
|
162K
$9.61M
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.31KNew |
$248K - $256K
|
4.31K
$255K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1.02K+ 3.1% |
$58.4K - $60.4K
|
33.8K
$2M
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-923- 1.66% |
$53K - $54.8K
|
54.6K
$3.24M
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
544+ 0.21% |
$31.2K - $32.3K
|
260K
$15.4M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.58K- 23.58% |
$378K - $391K
|
21.3K
$1.26M
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-760- 5.83% |
$43.7K - $45.1K
|
12.3K
$727K
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.87KNew |
$452K - $467K
|
7.87K
$466K
|