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 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
23.8K+ 17.05% |
$1.37M - $1.42M
|
164K
$9.7M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-68- 0.08% |
$3.91K - $4.04K
|
90.4K
$5.35M
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
16.6K+ 11.22% |
$955K - $988K
|
165K
$9.77M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.76K+ 51.04% |
$159K - $164K
|
8.17K
$484K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.35K- 37.61% |
$480K - $496K
|
13.9K
$821K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.1K+ 9.6% |
$121K - $125K
|
24K
$1.42M
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-8.56K- 1.83% |
$491K - $508K
|
458K
$27.1M
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
514+ 6.25% |
$29.5K - $30.5K
|
8.74K
$518K
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.52KNew |
$202K - $209K
|
3.52K
$209K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-732- 55.2% |
$42K - $43.5K
|
594
$35.2K
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
5.46K+ 1.97% |
$313K - $324K
|
282K
$16.7M
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
426K+ 327.2% |
$24.5M - $25.3M
|
557K
$33M
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
32.8K+ 3.75% |
$1.88M - $1.95M
|
907K
$53.8M
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-127K- 93.96% |
$7.29M - $7.54M
|
8.16K
$484K
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-7.99K- 7.98% |
$459K - $474K
|
92.1K
$5.46M
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-550- 4.26% |
$31.6K - $32.7K
|
12.4K
$732K
|
|
May 08, 2025
Q1 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3.38KNew |
$194K - $200K
|
3.38K
$200K
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
240+ 0.58% |
$13.8K - $14.3K
|
41.4K
$2.45M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.8K+ 22.54% |
$620K - $641K
|
58.7K
$3.48M
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.98K+ 8.42% |
$344K - $355K
|
77.1K
$4.57M
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-6.56K- 3.91% |
$377K - $390K
|
161K
$9.54M
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.31K+ 8.77% |
$133K - $137K
|
28.7K
$1.7M
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.85KNew |
$394K - $407K
|
6.85K
$406K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.21K+ 6.28% |
$184K - $190K
|
54.3K
$3.21M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.56K+ 6.47% |
$147K - $152K
|
42.2K
$2.5M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.27K- 14.12% |
$73.2K - $75.7K
|
7.75K
$459K
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
435+ 63.69% |
$25K - $25.8K
|
1.12K
$66.2K
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.77K- 29.46% |
$102K - $105K
|
4.23K
$251K
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
12New |
$689 - $713
|
12
$711
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-12.1K- 22.89% |
$697K - $720K
|
40.9K
$2.42M
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
2New |
$115 - $119
|
2
$119
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.28K- 0.13% |
$73.7K - $76.2K
|
990K
$58.6M
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
1.52K+ 0.27% |
$87.3K - $90.3K
|
571K
$33.8M
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
16.6K+ 85.94% |
$951K - $983K
|
35.8K
$2.12M
|
|
May 07, 2025
Q1 2025
|
Evergreen Advisors, LLC
|
BUY
|
- |
1.21K+ 0.22% |
$69.3K - $71.6K
|
552K
$32.7M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
23.2K+ 6.42% |
$1.33M - $1.38M
|
385K
$22.8M
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
21.4KNew |
$1.23M - $1.27M
|
21.4K
$1.27M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.3K+ 2.53% |
$2.55M - $2.63M
|
1.8M
$106M
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.13K+ 24.93% |
$122K - $126K
|
10.7K
$632K
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
28K+ 4.67% |
$1.61M - $1.66M
|
626K
$37.1M
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-65- 32.83% |
$3.73K - $3.86K
|
133
$7.88K
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-148K- 90.65% |
$8.5M - $8.79M
|
15.3K
$905K
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-8.51K- 6.34% |
$489K - $505K
|
126K
$7.44M
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
981+ 2.32% |
$56.3K - $58.3K
|
43.3K
$2.57M
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
33+ 9.3% |
$1.9K - $1.96K
|
388
$23K
|
|
May 07, 2025
Q1 2025
|
Chandler Asset Management, Inc.
|
BUY
|
- |
20.4K+ 168.48% |
$1.17M - $1.21M
|
32.5K
$1.93M
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-86.3K- 41.51% |
$4.96M - $5.13M
|
122K
$7.21M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
521+ 85.27% |
$29.9K - $30.9K
|
1.13K
$67.1K
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.99K+ 33.63% |
$114K - $118K
|
7.89K
$467K
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
SELL
|
- |
-2.57K- 2.66% |
$148K - $153K
|
94.1K
$5.58M
|