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 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
9.55K+ 117.79% |
$552K - $577K
|
17.7K
$1.05M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.8KNew |
$104K - $108K
|
1.8K
$106K
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-4.33K- 20.95% |
$250K - $261K
|
16.3K
$968K
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-608- 9.04% |
$35.1K - $36.7K
|
6.12K
$363K
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
47K+ 30.97% |
$2.72M - $2.84M
|
199K
$11.8M
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
43New |
$2.48K - $2.6K
|
43
$2.55K
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
15.2K+ 12.05% |
$880K - $920K
|
142K
$8.4M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
169K+ 2100.75% |
$9.76M - $10.2M
|
177K
$10.5M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-23.3K- 13.04% |
$1.35M - $1.41M
|
155K
$9.2M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-32.6K- 4.47% |
$1.88M - $1.97M
|
696K
$41.3M
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
32.3K+ 816.64% |
$1.87M - $1.95M
|
36.3K
$2.15M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
812+ 24.95% |
$46.9K - $49K
|
4.07K
$241K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.64MNew |
$94.7M - $99M
|
1.64M
$97.2M
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
95.4K+ 42.74% |
$5.51M - $5.76M
|
318K
$18.9M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.48K- 7.1% |
$85.5K - $89.3K
|
19.4K
$1.15M
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-8.69K- 6.05% |
$502K - $525K
|
135K
$8.01M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.06K- 34.88% |
$61.2K - $64K
|
1.98K
$117K
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-841- 12.09% |
$48.6K - $50.8K
|
6.12K
$363K
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-430K- 40.96% |
$24.8M - $26M
|
619K
$36.7M
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
25.9K+ 76.7% |
$1.5M - $1.56M
|
59.7K
$3.54M
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.34KNew |
$308K - $322K
|
5.34K
$317K
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-36.6K- 5.23% |
$2.12M - $2.21M
|
664K
$39.4M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-590- 60.2% |
$34.1K - $35.6K
|
390
$23.1K
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
165KNew |
$9.52M - $9.96M
|
165K
$9.77M
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
85.2K+ 18.29% |
$4.92M - $5.14M
|
551K
$32.7M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
152+ 1.71% |
$8.78K - $9.18K
|
9.02K
$535K
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
74.2K+ 1.16% |
$4.29M - $4.48M
|
6.47M
$384M
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
25.8K+ 50.96% |
$1.49M - $1.56M
|
76.3K
$4.52M
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
509+ 11.11% |
$29.4K - $30.7K
|
5.09K
$302K
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
20New |
$1.16K - $1.21K
|
20
$1.19K
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
7.68K+ 8.73% |
$444K - $464K
|
95.7K
$5.67M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-13K- 65.3% |
$750K - $784K
|
6.9K
$409K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
213+ 28.1% |
$12.3K - $12.9K
|
971
$57.6K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.4K- 9.17% |
$80.7K - $84.4K
|
13.8K
$820K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
42.7K+ 27.2% |
$2.47M - $2.58M
|
200K
$11.8M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.78KNew |
$334K - $349K
|
5.78K
$343K
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
23.5K+ 18.86% |
$1.36M - $1.42M
|
148K
$8.79M
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
396New |
$22.9K - $23.9K
|
396
$23.5K
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-9.19K- 22.48% |
$531K - $555K
|
31.7K
$1.88M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.67K+ 7.14% |
$96.6K - $101K
|
25.1K
$1.49M
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-611- 5.75% |
$35.3K - $36.9K
|
10K
$594K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-63.3K- 77.05% |
$3.66M - $3.82M
|
18.8K
$1.12M
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-65.7K- 4.8% |
$3.79M - $3.97M
|
1.3M
$77.2M
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-10.8K- 3.28% |
$625K - $653K
|
319K
$18.9M
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
180New |
$10.4K - $10.9K
|
180
$10.7K
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-3.58K- 7.9% |
$207K - $216K
|
41.7K
$2.47M
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-94.1K- 74.52% |
$5.44M - $5.68M
|
32.2K
$1.91M
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
5.64K+ 104.08% |
$326K - $340K
|
11K
$655K
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
493+ 0.59% |
$28.5K - $29.8K
|
84.3K
$5M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-121K- 14.79% |
$7M - $7.32M
|
698K
$41.4M
|