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 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-7.86K- 6.21% |
$454K - $475K
|
119K
$7.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
651+ 1.04% |
$37.6K - $39.3K
|
63.2K
$3.75M
|
|
|
Feb 10, 2025
Q4 2024
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
348KNew |
$20.1M - $21M
|
348K
$20.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
33.4K+ 10.32% |
$1.93M - $2.02M
|
357K
$21.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-22.7K- 3.84% |
$1.31M - $1.37M
|
570K
$33.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
5.5K+ 2.13% |
$318K - $332K
|
264K
$15.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-192K- 34.61% |
$11.1M - $11.6M
|
362K
$21.5M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
11.7K+ 903.86% |
$676K - $706K
|
13K
$770K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.79K+ 131.5% |
$219K - $229K
|
6.67K
$395K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2+ 2.86% |
$116 - $121
|
72
$4.27K
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
47.6K+ 424.21% |
$2.75M - $2.87M
|
58.8K
$3.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-68- 7.71% |
$3.93K - $4.11K
|
814
$48.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-13.7K- 1.94% |
$791K - $827K
|
690K
$40.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.6K+ 9.1% |
$842K - $880K
|
175K
$10.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-5.83K- 9.62% |
$337K - $352K
|
54.7K
$3.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.34K+ 50.28% |
$193K - $202K
|
9.98K
$592K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-302- 3.48% |
$17.4K - $18.2K
|
8.37K
$497K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
8.92KNew |
$515K - $539K
|
8.92K
$529K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.2K- 11.31% |
$1.34M - $1.4M
|
182K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.3KNew |
$768K - $803K
|
13.3K
$789K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5.09K+ 14.35% |
$294K - $307K
|
40.6K
$2.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
218K+ 12065.45% |
$12.6M - $13.1M
|
219K
$13M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.76K+ 12.07% |
$102K - $106K
|
16.3K
$969K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-4.18K- 39.22% |
$242K - $253K
|
6.48K
$384K
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.53K+ 4.15% |
$88.3K - $92.3K
|
38.3K
$2.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-19.6K- 24.63% |
$1.13M - $1.18M
|
59.9K
$3.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
24.3K+ 10.32% |
$1.4M - $1.47M
|
260K
$15.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.28KNew |
$305K - $319K
|
5.28K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-685- 13.27% |
$39.6K - $41.4K
|
4.48K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
55.5KNew |
$3.21M - $3.36M
|
55.5K
$3.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
26.4K+ 39.06% |
$1.52M - $1.59M
|
93.9K
$5.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-3.02K- 5.4% |
$175K - $183K
|
53K
$3.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.57K- 15.36% |
$148K - $155K
|
14.1K
$838K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
4.9KNew |
$283K - $296K
|
4.9K
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2.07K+ 13.0% |
$120K - $125K
|
18K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
885New |
$51.1K - $53.5K
|
885
$52.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-55- 1.29% |
$3.18K - $3.32K
|
4.22K
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
4.74K+ 63.07% |
$274K - $286K
|
12.3K
$726K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
20.2KNew |
$1.17M - $1.22M
|
20.2K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.2K+ 1.86% |
$2.72M - $2.85M
|
2.58M
$153M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-64- 0.84% |
$3.7K - $3.87K
|
7.57K
$449K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
35.1K+ 25.04% |
$2.03M - $2.12M
|
175K
$10.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.32K+ 9.92% |
$308K - $321K
|
59K
$3.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5+ 10.2% |
$289 - $302
|
54
$3.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
395New |
$22.8K - $23.9K
|
395
$23.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3.46KNew |
$200K - $209K
|
3.46K
$205K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8K+ 7.75% |
$462K - $483K
|
111K
$6.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-147- 0.21% |
$8.49K - $8.88K
|
68.4K
$4.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
39.1K+ 1.91% |
$2.26M - $2.36M
|
2.09M
$124M
|