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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.82K+ 82.02% |
$165K - $169K
|
6.26K
$373K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-22K- 12.0% |
$1.29M - $1.32M
|
162K
$9.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
56.7K+ 20.25% |
$3.32M - $3.39M
|
337K
$20.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
692+ 39.5% |
$40.6K - $41.5K
|
2.44K
$146K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8.14KNew |
$477K - $488K
|
8.14K
$485K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
13.4K+ 0.82% |
$784K - $801K
|
1.64M
$97.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.14KNew |
$360K - $367K
|
6.14K
$366K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.02K- 3.04% |
$59.6K - $60.9K
|
32.5K
$1.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-49.4K- 40.64% |
$2.9M - $2.96M
|
72.2K
$4.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-4.82K- 2.71% |
$283K - $289K
|
173K
$10.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.75K+ 9.13% |
$513K - $524K
|
105K
$6.23M
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
9New |
$528 - $539
|
9
$536
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-280- 7.09% |
$16.4K - $16.8K
|
3.67K
$219K
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
16.8K+ 10.22% |
$987K - $1.01M
|
182K
$10.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
79.8KNew |
$4.68M - $4.78M
|
79.8K
$4.76M
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
26+ 0.48% |
$1.52K - $1.56K
|
5.45K
$325K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-6.84K- 49.04% |
$401K - $410K
|
7.11K
$423K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.8K+ 8.85% |
$282K - $288K
|
59.1K
$3.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
42+ 10.82% |
$2.46K - $2.52K
|
430
$25.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.01K- 22.26% |
$59.2K - $60.5K
|
3.53K
$210K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
190+ 1.49% |
$11.1K - $11.4K
|
13K
$772K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
233+ 1.78% |
$13.7K - $14K
|
13.3K
$792K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-736- 15.45% |
$43.2K - $44.1K
|
4.03K
$240K
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.82K- 2.05% |
$106K - $109K
|
86.5K
$5.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
3.52KNew |
$206K - $211K
|
3.52K
$210K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
20+ 0.14% |
$1.17K - $1.2K
|
14.8K
$883K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.95K+ 47.21% |
$290K - $296K
|
15.4K
$920K
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
18.1K+ 7.14% |
$1.06M - $1.08M
|
272K
$16.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
4.53K+ 5.01% |
$266K - $271K
|
95K
$5.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
9.25K+ 3.42% |
$543K - $554K
|
280K
$16.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-135- 0.33% |
$7.92K - $8.09K
|
41K
$2.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
36.1K+ 998.06% |
$2.11M - $2.16M
|
39.7K
$2.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
35.8K+ 4.05% |
$2.1M - $2.14M
|
919K
$54.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Bull Street Advisors, LLC
|
BUY
|
- |
1.73K+ 3.33% |
$101K - $103K
|
53.5K
$3.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
18.4K+ 12.03% |
$1.08M - $1.1M
|
171K
$10.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
202K+ 67.34% |
$11.8M - $12.1M
|
501K
$29.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.29K+ 2.2% |
$75.8K - $77.5K
|
60K
$3.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.69K- 9.09% |
$158K - $161K
|
26.9K
$1.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-468- 4.39% |
$27.4K - $28K
|
10.2K
$607K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
10.2KNew |
$598K - $611K
|
10.2K
$607K
|
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-3.13K- 4.39% |
$183K - $187K
|
68.1K
$4.06M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-41- 6.9% |
$2.4K - $2.46K
|
553
$33K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25.4K- 24.71% |
$1.49M - $1.52M
|
77.5K
$4.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-21.4K- 27.66% |
$1.26M - $1.28M
|
56K
$3.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-22.5K- 26.62% |
$1.32M - $1.35M
|
62.1K
$3.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
12.4K+ 1.25% |
$727K - $743K
|
1M
$59.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-696- 1.81% |
$40.8K - $41.7K
|
37.8K
$2.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
144New |
$8.44K - $8.63K
|
144
$8.58K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
4.27K+ 1.86% |
$250K - $256K
|
234K
$13.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.74K+ 30.94% |
$395K - $404K
|
28.5K
$1.7M
|