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 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
17.6K+ 16.39% |
$1.01M - $1.07M
|
125K
$7.27M
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
3.55KNew |
$205K - $216K
|
3.55K
$207K
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
6.25KNew |
$361K - $380K
|
6.25K
$364K
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.05K- 24.36% |
$177K - $186K
|
9.48K
$553K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.26M+ 223.45% |
$72.6M - $76.4M
|
1.82M
$106M
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.06M+ 36.17% |
$61.3M - $64.5M
|
3.99M
$233M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
165+ 0.98% |
$9.54K - $10K
|
17K
$992K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
143New |
$8.27K - $8.69K
|
143
$8.34K
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-851- 4.82% |
$49.2K - $51.7K
|
16.8K
$979K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.9K+ 13.42% |
$1.09M - $1.15M
|
160K
$9.33M
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
25+ 1.97% |
$1.45K - $1.52K
|
1.29K
$75.4K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
313K+ 0.44% |
$18.1M - $19.1M
|
71.7M
$4.18B
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
65.4K+ 6.65% |
$3.78M - $3.97M
|
1.05M
$61.2M
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
110New |
$6.36K - $6.69K
|
110
$6.41K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
782+ 20.3% |
$45.2K - $47.5K
|
4.63K
$270K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
129+ 11.53% |
$7.46K - $7.84K
|
1.25K
$72.7K
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-13- 18.57% |
$751 - $790
|
57
$3.32K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
389+ 6.98% |
$22.5K - $23.7K
|
5.96K
$348K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
749+ 8.81% |
$43.3K - $45.5K
|
9.25K
$539K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-263- 0.29% |
$15.2K - $16K
|
90.6K
$5.28M
|
|
Nov 08, 2024
Q3 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
16.4K+ 3.66% |
$950K - $999K
|
466K
$27.2M
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
829New |
$47.9K - $50.4K
|
829
$48.3K
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
14.4K+ 6.51% |
$832K - $875K
|
235K
$13.7M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
907New |
$52.4K - $55.1K
|
907
$52.9K
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
18.2K+ 3.66% |
$1.05M - $1.11M
|
516K
$30.1M
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
76.3KNew |
$4.41M - $4.64M
|
76.3K
$4.45M
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
4.53K+ 7.08% |
$262K - $275K
|
68.5K
$3.99M
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
95.9K+ 1.15% |
$5.54M - $5.83M
|
8.44M
$492M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
321K+ 23.43% |
$18.5M - $19.5M
|
1.69M
$98.5M
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
9.63K+ 4.99% |
$557K - $585K
|
202K
$11.8M
|
|
Nov 08, 2024
Q3 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
144KNew |
$8.3M - $8.73M
|
144K
$8.37M
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
631+ 3.93% |
$36.5K - $38.4K
|
16.7K
$974K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20.3K+ 16.88% |
$1.17M - $1.23M
|
140K
$8.18M
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
835+ 7.62% |
$48.3K - $50.8K
|
11.8K
$688K
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-214- 2.73% |
$12.4K - $13K
|
7.64K
$445K
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
171+ 1.08% |
$9.88K - $10.4K
|
16K
$930K
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-2.43K- 2.03% |
$140K - $148K
|
117K
$6.83M
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.65K- 85.57% |
$95.6K - $101K
|
279
$16.3K
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.82KNew |
$452K - $476K
|
7.82K
$456K
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4.3K+ 68.43% |
$249K - $261K
|
10.6K
$617K
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.8% |
$116 - $122
|
251
$14.6K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
151K+ 37.3% |
$8.7M - $9.16M
|
554K
$32.3M
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
95K+ 4.66% |
$5.49M - $5.77M
|
2.13M
$124M
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
6.92K+ 0.69% |
$400K - $420K
|
1.01M
$59M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-464- 3.36% |
$26.8K - $28.2K
|
13.4K
$778K
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
869+ 6.39% |
$50.2K - $52.8K
|
14.5K
$844K
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
5.84K+ 10.13% |
$337K - $355K
|
63.5K
$3.7M
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.07K+ 3.29% |
$177K - $186K
|
96.4K
$5.62M
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.81K- 19.32% |
$105K - $110K
|
7.55K
$440K
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
8.35KNew |
$483K - $508K
|
8.35K
$487K
|