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 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-435- 26.69% |
$25.1K - $26.4K
|
1.2K
$69.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
11K+ 11.8% |
$638K - $671K
|
105K
$6.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
747+ 0.61% |
$43.2K - $45.4K
|
124K
$7.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
951+ 7.98% |
$55K - $57.8K
|
12.9K
$750K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.07K- 9.84% |
$120K - $126K
|
19K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-1.95K- 3.19% |
$113K - $119K
|
59.2K
$3.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-203- 1.67% |
$11.7K - $12.3K
|
12K
$697K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.83K+ 2.34% |
$106K - $111K
|
80K
$4.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
20.2K+ 2.97% |
$1.17M - $1.23M
|
701K
$40.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
44New |
$2.54K - $2.68K
|
44
$2.56K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.38K+ 17.45% |
$426K - $449K
|
49.7K
$2.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
89.3K+ 26.22% |
$5.16M - $5.43M
|
430K
$25.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
44+ 0.94% |
$2.54K - $2.68K
|
4.72K
$275K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
126K+ 61.6% |
$7.26M - $7.64M
|
330K
$19.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
229New |
$13.2K - $13.9K
|
229
$13.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
17New |
$983 - $1.03K
|
17
$991
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
24+ 0.41% |
$1.39K - $1.46K
|
5.81K
$339K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.05KNew |
$292K - $307K
|
5.05K
$294K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.07K+ 8.41% |
$177K - $186K
|
39.5K
$2.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
61New |
$3.53K - $3.71K
|
61
$3.56K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-8.9K- 26.63% |
$514K - $541K
|
24.5K
$1.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-4.89K- 11.65% |
$283K - $297K
|
37.1K
$2.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-200- 4.83% |
$11.6K - $12.2K
|
3.94K
$230K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-500- 3.57% |
$28.9K - $30.4K
|
13.5K
$787K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-3.28K- 6.75% |
$190K - $199K
|
45.3K
$2.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
33.4K+ 17.63% |
$1.93M - $2.03M
|
223K
$13M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
14.5K+ 2.53% |
$836K - $880K
|
587K
$34.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
2.54K+ 21.07% |
$147K - $154K
|
14.6K
$850K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
1.33K+ 5.47% |
$77K - $81K
|
25.7K
$1.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.78K- 0.65% |
$276K - $291K
|
729K
$42.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
46.1K+ 36.85% |
$2.66M - $2.8M
|
171K
$9.97M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.44K+ 21.74% |
$83K - $87.3K
|
8.04K
$469K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
163+ 2.78% |
$9.42K - $9.91K
|
6.03K
$351K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
14K+ 61.1% |
$807K - $849K
|
36.8K
$2.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
85.9K+ 13.82% |
$4.97M - $5.23M
|
708K
$41.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
455+ 3.17% |
$26.3K - $27.7K
|
14.8K
$863K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
4.37KNew |
$252K - $265K
|
4.37K
$254K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
6.09K+ 15.8% |
$352K - $371K
|
44.7K
$2.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
83+ 1.25% |
$4.8K - $5.05K
|
6.73K
$392K
|
|
|
Oct 31, 2024
Q3 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
80+ 0.69% |
$4.62K - $4.86K
|
11.7K
$682K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.79K+ 16.34% |
$508K - $534K
|
62.6K
$3.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-7- 0.1% |
$405 - $426
|
7.16K
$417K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-63.5K- 81.99% |
$3.67M - $3.86M
|
14K
$813K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-64- 0.3% |
$3.7K - $3.89K
|
21.4K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.01K+ 1.61% |
$116K - $122K
|
127K
$7.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
37.4K+ 65.06% |
$2.16M - $2.27M
|
94.8K
$5.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.32KNew |
$192K - $202K
|
3.32K
$193K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
1.88K+ 0.75% |
$108K - $114K
|
252K
$14.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-507- 1.51% |
$29.3K - $30.8K
|
33K
$1.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
5+ 0.07% |
$289 - $304
|
6.83K
$398K
|