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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
27.1K+ 23.65% |
$1.57M - $1.64M
|
142K
$8.4M
|
|
Feb 12, 2025
Q4 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-211K- 16.41% |
$12.2M - $12.7M
|
1.07M
$63.7M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.02M- 8.4% |
$348M - $364M
|
65.7M
$3.89B
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.3K- 4.35% |
$133K - $139K
|
50.6K
$3M
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
141+ 2.34% |
$8.15K - $8.52K
|
6.17K
$366K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.02K+ 363.8% |
$58.6K - $61.3K
|
1.29K
$76.7K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.53K+ 23.39% |
$493K - $515K
|
45K
$2.67M
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-6.71K- 1.3% |
$388K - $405K
|
509K
$30.2M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-28.2K- 9.85% |
$1.63M - $1.7M
|
258K
$15.3M
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-19- 5.18% |
$1.1K - $1.15K
|
348
$20.6K
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.77M- 82.85% |
$102M - $107M
|
366K
$21.7M
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
2.57K+ 11.32% |
$148K - $155K
|
25.3K
$1.5M
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.7K- 25.7% |
$674K - $704K
|
33.7K
$2M
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-14- 36.84% |
$809 - $846
|
24
$1.42K
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
207K+ 2.45% |
$11.9M - $12.5M
|
8.64M
$513M
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
86.2K+ 16.83% |
$4.98M - $5.21M
|
598K
$35.5M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
32.7KNew |
$1.89M - $1.98M
|
32.7K
$1.94M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
41.9K+ 36.63% |
$2.42M - $2.53M
|
156K
$9.28M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28K+ 126.14% |
$1.62M - $1.69M
|
50.2K
$2.98M
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.1KNew |
$121K - $127K
|
2.1K
$124K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3KNew |
$173K - $181K
|
3K
$178K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
250+ 9.05% |
$14.4K - $15.1K
|
3.01K
$179K
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.68K+ 7.21% |
$270K - $283K
|
69.6K
$4.13M
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
4.46K+ 2.81% |
$258K - $270K
|
163K
$9.68M
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
366New |
$21.1K - $22.1K
|
366
$21.7K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
407+ 1071.05% |
$23.5K - $24.6K
|
445
$26.4K
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
3.46KNew |
$200K - $209K
|
3.46K
$205K
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
17.8K+ 4.09% |
$1.03M - $1.07M
|
452K
$26.8M
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
50+ 3.25% |
$2.89K - $3.02K
|
1.59K
$94.3K
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
858+ 10.92% |
$49.6K - $51.8K
|
8.72K
$517K
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
64New |
$3.7K - $3.87K
|
64
$3.8K
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5.51KNew |
$318K - $333K
|
5.51K
$327K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-350- 7.55% |
$20.2K - $21.1K
|
4.28K
$254K
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
469KNew |
$27.1M - $28.3M
|
469K
$27.8M
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
954K+ 142.75% |
$55.1M - $57.6M
|
1.62M
$96.2M
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.6K+ 1.79% |
$92.4K - $96.6K
|
91.2K
$5.41M
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.18K+ 440.2% |
$126K - $132K
|
2.67K
$159K
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
4.18KNew |
$241K - $252K
|
4.18K
$248K
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
283+ 4.79% |
$16.4K - $17.1K
|
6.19K
$367K
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.6K+ 20.46% |
$92.5K - $96.7K
|
9.43K
$559K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.25K- 4.24% |
$72.4K - $75.7K
|
28.3K
$1.68M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-149K- 81.88% |
$8.58M - $8.97M
|
32.9K
$1.95M
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-21.9K- 34.7% |
$1.26M - $1.32M
|
41.2K
$2.44M
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-13.9K- 44.31% |
$803K - $839K
|
17.5K
$1.04M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.06M- 28.68% |
$61M - $63.8M
|
2.62M
$156M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.98K+ 49.97% |
$172K - $180K
|
8.94K
$530K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
208K+ 8.57% |
$12M - $12.6M
|
2.63M
$156M
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-300- 7.07% |
$17.3K - $18.1K
|
3.95K
$234K
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
134KNew |
$7.75M - $8.1M
|
134K
$7.95M
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
16.1K+ 183.54% |
$927K - $970K
|
24.8K
$1.47M
|