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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
84.3K+ 6.01% |
$4.84M - $5.01M
|
1.49M
$88.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
4.02K+ 33.05% |
$231K - $239K
|
16.2K
$960K
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.48K+ 7.78% |
$544K - $563K
|
131K
$7.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
335New |
$19.2K - $19.9K
|
335
$19.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.17K+ 11.67% |
$297K - $307K
|
49.4K
$2.93M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
328K+ 25.23% |
$18.9M - $19.5M
|
1.63M
$96.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-8.36K- 4.38% |
$480K - $496K
|
182K
$10.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
5.3K+ 4.09% |
$304K - $315K
|
135K
$7.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-5.08K- 4.44% |
$292K - $302K
|
109K
$6.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-86- 5.94% |
$4.94K - $5.11K
|
1.36K
$80.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
67New |
$3.85K - $3.98K
|
67
$3.97K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
24.7K+ 8.61% |
$1.42M - $1.47M
|
311K
$18.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-709- 0.8% |
$40.7K - $42.1K
|
87.7K
$5.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-970- 0.96% |
$55.7K - $57.6K
|
100K
$5.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-147- 2.89% |
$8.44K - $8.73K
|
4.94K
$293K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
197K+ 8.47% |
$11.3M - $11.7M
|
2.53M
$150M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.88K+ 11.21% |
$108K - $111K
|
18.6K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
409K+ 59.31% |
$23.5M - $24.3M
|
1.1M
$65.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-13.7K- 19.39% |
$786K - $813K
|
56.9K
$3.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
1.04K+ 7.04% |
$59.9K - $61.9K
|
15.8K
$939K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-275- 2.33% |
$15.8K - $16.3K
|
11.5K
$684K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
255+ 2.49% |
$14.6K - $15.1K
|
10.5K
$621K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.34K+ 14.41% |
$250K - $258K
|
34.5K
$2.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-3.93K- 4.14% |
$225K - $233K
|
90.9K
$5.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.84KNew |
$106K - $109K
|
1.84K
$109K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-10.3K- 12.95% |
$591K - $611K
|
69.1K
$4.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.48K+ 53.42% |
$85.2K - $88.1K
|
4.26K
$252K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
270K+ 36.89% |
$15.5M - $16M
|
1M
$59.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
BUY
|
- |
3.31K+ 2.45% |
$190K - $196K
|
138K
$8.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
7.22K+ 1.31% |
$415K - $429K
|
560K
$33.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
662+ 2.01% |
$38K - $39.3K
|
33.5K
$1.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-1.55K- 2.58% |
$88.8K - $91.8K
|
58.3K
$3.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-3.1K- 1.99% |
$178K - $184K
|
153K
$9.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
32.9KNew |
$1.89M - $1.95M
|
32.9K
$1.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
105New |
$6.03K - $6.24K
|
105
$6.22K
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
26+ 0.63% |
$1.49K - $1.54K
|
4.18K
$247K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
289K+ 43.5% |
$16.6M - $17.2M
|
953K
$56.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
6.77K+ 110.68% |
$389K - $402K
|
12.9K
$764K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-22- 0.6% |
$1.26K - $1.31K
|
3.65K
$216K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
34.9K+ 85.98% |
$2M - $2.07M
|
75.4K
$4.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
893K+ 33.92% |
$51.3M - $53M
|
3.52M
$209M
|
|
|
Apr 29, 2025
Q1 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-252K- 19.72% |
$14.5M - $15M
|
1.03M
$60.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
3.15K+ 33.79% |
$181K - $187K
|
12.5K
$739K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-63- 1.1% |
$3.62K - $3.74K
|
5.66K
$336K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
3.11KNew |
$178K - $185K
|
3.11K
$184K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.61K+ 3.63% |
$92.7K - $95.8K
|
46.1K
$2.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
10.6KNew |
$608K - $629K
|
10.6K
$627K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
13.9K+ 17.99% |
$798K - $825K
|
91.1K
$5.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
42.1K+ 29.75% |
$2.42M - $2.5M
|
184K
$10.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.93M- 50.97% |
$111M - $115M
|
1.86M
$110M
|