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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
795New |
$46.2K - $47.3K
|
795
$47.3K
|
|
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
$19.9K
|
|
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
$4.64K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
53+ 0.54% |
$3.08K - $3.15K
|
9.95K
$592K
|
|
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
$66.9M
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
246KNew |
$13.8M - $14.7M
|
246K
$14.7M
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
199KNew |
$11.2M - $11.8M
|
199K
$11.8M
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
137KNew |
$7.7M - $8.16M
|
137K
$8.15M
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
117KNew |
$6.56M - $6.96M
|
117K
$6.95M
|
|
Feb 06, 2024
Q4 2023
|
Rainwater Charitable Foundation
|
BUY
|
- |
89K+ 31.78% |
$4.99M - $5.29M
|
369K
$21.9M
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
76.3KNew |
$4.28M - $4.54M
|
76.3K
$4.54M
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
40KNew |
$2.25M - $2.38M
|
40K
$2.38M
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
27.8KNew |
$1.56M - $1.65M
|
27.8K
$1.65M
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
27.2KNew |
$1.53M - $1.62M
|
27.2K
$1.62M
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
24.1K+ 58.1% |
$1.35M - $1.43M
|
65.5K
$3.9M
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
10.4K+ 39.91% |
$584K - $619K
|
36.5K
$2.17M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.89KNew |
$555K - $588K
|
9.89K
$588K
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.65KNew |
$542K - $574K
|
9.65K
$574K
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6.79KNew |
$381K - $404K
|
6.79K
$404K
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.11KNew |
$343K - $363K
|
6.11K
$363K
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5.18KNew |
$291K - $308K
|
5.18K
$308K
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.71KNew |
$264K - $280K
|
4.71K
$280K
|
|
Feb 12, 2024
Q4 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
4.62KNew |
$259K - $275K
|
4.62K
$275K
|
|
Jan 19, 2024
Q4 2023
|
Marks Wealth, LLC
|
BUY
|
- |
4.25KNew |
$239K - $253K
|
4.25K
$253K
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
4.21KNew |
$236K - $250K
|
4.21K
$250K
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.17K+ 3.57% |
$234K - $248K
|
121K
$7.19M
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
3.87KNew |
$217K - $230K
|
3.87K
$230K
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.47KNew |
$195K - $206K
|
3.47K
$206K
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
3.46KNew |
$194K - $206K
|
3.46K
$206K
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
3.4KNew |
$191K - $202K
|
3.4K
$202K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3KNew |
$168K - $179K
|
3K
$178K
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.65KNew |
$149K - $158K
|
2.65K
$158K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.1KNew |
$118K - $125K
|
2.1K
$125K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.18KNew |
$66K - $70K
|
1.18K
$69.9K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.11KNew |
$62.5K - $66.2K
|
1.11K
$66.2K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.1KNew |
$61.8K - $65.5K
|
1.1K
$65.4K
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
877New |
$49.2K - $52.2K
|
877
$52.2K
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
866+ 53.36% |
$48.6K - $51.5K
|
2.49K
$148K
|