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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
619+ 16.78% |
$35.4K - $36.2K
|
4.31K
$256K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
536New |
$30.6K - $31.4K
|
536
$31.8K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
345New |
$19.7K - $20.2K
|
345
$20.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
186New |
$10.6K - $10.9K
|
186
$11.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
182+ 7.89% |
$10.4K - $10.7K
|
2.49K
$148K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
154New |
$8.8K - $9.01K
|
154
$9.15K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
97New |
$5.54K - $5.68K
|
97
$5.76K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
58New |
$3.31K - $3.39K
|
58
$3.45K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
56New |
$3.2K - $3.28K
|
56
$3.33K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
8+ 0.59% |
$457 - $468
|
1.36K
$80.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
6+ 0.06% |
$343 - $351
|
10.7K
$637K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.12% |
$57.1 - $58.5
|
846
$50.3K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
824KNew |
$47.8M - $49M
|
824K
$48.9M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
348KNew |
$20.2M - $20.7M
|
348K
$20.7M
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
71.4KNew |
$4.15M - $4.25M
|
71.4K
$4.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
66.3K+ 538.87% |
$3.85M - $3.94M
|
78.5K
$4.67M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
63.1KNew |
$3.66M - $3.76M
|
63.1K
$3.75M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
49.1K+ 220.89% |
$2.85M - $2.92M
|
71.3K
$4.24M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
24.8KNew |
$1.44M - $1.47M
|
24.8K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
18.1KNew |
$1.05M - $1.08M
|
18.1K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.8KNew |
$511K - $524K
|
8.8K
$523K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
BUY
|
- |
8.78KNew |
$510K - $522K
|
8.78K
$521K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
8.52K+ 15.56% |
$495K - $507K
|
63.2K
$3.76M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.2K+ 0.78% |
$476K - $488K
|
1.05M
$62.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.43KNew |
$374K - $383K
|
6.43K
$382K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
5.85KNew |
$340K - $348K
|
5.85K
$348K
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.43KNew |
$315K - $323K
|
5.43K
$322K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.42KNew |
$257K - $263K
|
4.42K
$263K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.39K+ 9.09% |
$138K - $142K
|
28.6K
$1.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.92KNew |
$111K - $114K
|
1.92K
$114K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.02KNew |
$59K - $60.5K
|
1.02K
$60.4K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
795New |
$46.2K - $47.3K
|
795
$47.2K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
436New |
$25.3K - $26K
|
436
$25.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
369+ 10.55% |
$21.4K - $22K
|
3.87K
$230K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
334New |
$19.4K - $19.9K
|
334
$19.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
331New |
$19.2K - $19.7K
|
331
$19.7K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
327New |
$19K - $19.5K
|
327
$19.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
200New |
$11.6K - $11.9K
|
200
$11.9K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
168+ 53.67% |
$9.76K - $10K
|
481
$28.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
100+ 0.47% |
$5.81K - $5.95K
|
21.3K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
78New |
$4.53K - $4.64K
|
78
$4.63K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
53+ 0.54% |
$3.08K - $3.15K
|
9.95K
$591K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
51New |
$2.96K - $3.04K
|
51
$3.03K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
39New |
$2.26K - $2.32K
|
39
$2.32K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
29New |
$1.68K - $1.73K
|
29
$1.72K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
11New |
$639 - $655
|
11
$654
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
5New |
$290 - $298
|
5
$297
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
BUY
|
- |
1.12MNew |
$63.1M - $66.9M
|
1.12M
$66.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
246KNew |
$13.8M - $14.7M
|
246K
$14.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
199KNew |
$11.2M - $11.8M
|
199K
$11.8M
|
|