Latest Institutional Purchases of Vanguard Intermediate Term Tre (VGIT)
This list provides information on the latest institutional transactions involving Vanguard Intermediate Term Tre (VGIT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
58New |
$3.31K - $3.39K
|
58
$3.34K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
56New |
$3.2K - $3.28K
|
56
$3.22K
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
20+ 7.38% |
$1.14K - $1.17K
|
291
$16.7K
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
8+ 0.59% |
$457 - $468
|
1.36K
$78.3K
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
6+ 0.06% |
$343 - $351
|
10.7K
$616K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.12% |
$57.1 - $58.5
|
846
$48.7K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
824KNew |
$47.8M - $49M
|
824K
$47.4M
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
348KNew |
$20.2M - $20.7M
|
348K
$20M
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
148K+ 210.51% |
$8.59M - $8.81M
|
218K
$12.6M
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
71.4KNew |
$4.15M - $4.25M
|
71.4K
$4.11M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
66.3K+ 538.87% |
$3.85M - $3.94M
|
78.5K
$4.52M
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
63.1KNew |
$3.66M - $3.76M
|
63.1K
$3.63M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
49.1K+ 220.89% |
$2.85M - $2.92M
|
71.3K
$4.1M
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
26.3KNew |
$1.53M - $1.57M
|
26.3K
$1.51M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
24.8KNew |
$1.44M - $1.47M
|
24.8K
$1.42M
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
18.1KNew |
$1.05M - $1.08M
|
18.1K
$1.04M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15.9KNew |
$923K - $947K
|
15.9K
$915K
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.8KNew |
$511K - $524K
|
8.8K
$506K
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
8.78KNew |
$510K - $522K
|
8.78K
$505K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
8.52K+ 15.56% |
$495K - $507K
|
63.2K
$3.64M
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.2K+ 0.78% |
$476K - $488K
|
1.05M
$60.6M
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.43KNew |
$374K - $383K
|
6.43K
$370K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
5.85KNew |
$340K - $348K
|
5.85K
$336K
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.43KNew |
$315K - $323K
|
5.43K
$312K
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.42KNew |
$257K - $263K
|
4.42K
$254K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.62KNew |
$210K - $216K
|
3.62K
$208K
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.42KNew |
$199K - $204K
|
3.42K
$197K
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.39K+ 9.09% |
$138K - $142K
|
28.6K
$1.65M
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.92KNew |
$111K - $114K
|
1.92K
$110K
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.02KNew |
$59K - $60.5K
|
1.02K
$58.4K
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
795New |
$46.2K - $47.3K
|
795
$45.7K
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
436New |
$25.3K - $26K
|
436
$25.1K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
381+ 23.13% |
$22.1K - $22.7K
|
2.03K
$117K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
369+ 10.55% |
$21.4K - $22K
|
3.87K
$222K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
334New |
$19.4K - $19.9K
|
334
$19.2K
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
331New |
$19.2K - $19.7K
|
331
$19K
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
327New |
$19K - $19.5K
|
327
$18.8K
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
207+ 713.79% |
$12K - $12.3K
|
236
$13.6K
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
200New |
$11.6K - $11.9K
|
200
$11.5K
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
168+ 53.67% |
$9.76K - $10K
|
481
$27.7K
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
150+ 27.22% |
$8.71K - $8.93K
|
701
$40.3K
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
100+ 0.47% |
$5.81K - $5.95K
|
21.3K
$1.23M
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
91+ 2.66% |
$5.28K - $5.42K
|
3.51K
$202K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
78New |
$4.53K - $4.64K
|
78
$4.49K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
70New |
$4.06K - $4.17K
|
70
$4.03K
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
62+ 1.67% |
$3.6K - $3.69K
|
3.79K
$218K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
53+ 0.54% |
$3.08K - $3.15K
|
9.95K
$572K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
51New |
$2.96K - $3.04K
|
51
$2.93K
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
43+ 0.53% |
$2.5K - $2.56K
|
8.17K
$470K
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
39New |
$2.26K - $2.32K
|
39
$2.24K
|