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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.48K+ 7.78% |
$544K - $563K
|
131K
$7.85M
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9.38K+ 15.18% |
$539K - $557K
|
71.1K
$4.26M
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
9.31K+ 8.89% |
$535K - $553K
|
114K
$6.82M
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
9.15K+ 1.54% |
$525K - $543K
|
603K
$36.1M
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
8.94K+ 4.15% |
$514K - $531K
|
225K
$13.4M
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
8.81K+ 9.2% |
$506K - $523K
|
105K
$6.25M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
8.67KNew |
$498K - $515K
|
8.67K
$519K
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
8.59K+ 4.95% |
$494K - $510K
|
182K
$10.9M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
8.28KNew |
$476K - $492K
|
8.28K
$496K
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
8.21K+ 9.19% |
$472K - $488K
|
97.6K
$5.84M
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
8.17K+ 4.62% |
$470K - $486K
|
185K
$11.1M
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
7.98K+ 9.81% |
$458K - $474K
|
89.3K
$5.34M
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.78K+ 9.51% |
$447K - $462K
|
89.6K
$5.36M
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
7.52KNew |
$432K - $447K
|
7.52K
$450K
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
7.43K+ 4.82% |
$427K - $441K
|
161K
$9.66M
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
7.25KNew |
$417K - $431K
|
7.25K
$434K
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
7.22K+ 1.31% |
$415K - $429K
|
560K
$33.5M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.13K+ 138.13% |
$409K - $423K
|
12.3K
$735K
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.85KNew |
$394K - $407K
|
6.85K
$410K
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
6.85K+ 11.65% |
$393K - $407K
|
65.6K
$3.93M
|
|
Apr 29, 2025
Q1 2025
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
6.77K+ 110.68% |
$389K - $402K
|
12.9K
$771K
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
6.72K+ 7.72% |
$386K - $399K
|
93.8K
$5.61M
|
|
May 01, 2025
Q1 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
6.49K+ 1.15% |
$373K - $386K
|
571K
$34.2M
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
6.09KNew |
$350K - $362K
|
6.09K
$364K
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.06K+ 45.58% |
$348K - $360K
|
19.4K
$1.16M
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.98K+ 8.42% |
$344K - $355K
|
77.1K
$4.61M
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.96K+ 150.06% |
$342K - $354K
|
9.93K
$594K
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.87K+ 6.99% |
$337K - $348K
|
89.7K
$5.37M
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
5.62K+ 82.81% |
$323K - $334K
|
12.4K
$742K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.49K+ 10.5% |
$315K - $326K
|
57.8K
$3.46M
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
5.46K+ 1.97% |
$313K - $324K
|
282K
$16.9M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.38K+ 103.56% |
$309K - $320K
|
10.6K
$633K
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
5.3K+ 4.09% |
$304K - $315K
|
135K
$8.07M
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
5.27KNew |
$303K - $313K
|
5.27K
$315K
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.17K+ 11.67% |
$297K - $307K
|
49.4K
$2.96M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.16K+ 18.4% |
$297K - $307K
|
33.2K
$1.99M
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
5.03K+ 1.96% |
$289K - $298K
|
262K
$15.7M
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
4.96K+ 8.45% |
$285K - $295K
|
63.7K
$3.81M
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
4.9KNew |
$281K - $291K
|
4.9K
$293K
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
4.86K+ 13.4% |
$279K - $288K
|
41.1K
$2.46M
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.85K+ 4.59% |
$278K - $288K
|
110K
$6.6M
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
4.61K+ 4.64% |
$265K - $274K
|
104K
$6.22M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.49K+ 5.68% |
$258K - $267K
|
83.5K
$5M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.48K+ 3.83% |
$257K - $266K
|
121K
$7.26M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.4KNew |
$253K - $261K
|
4.4K
$263K
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
4.36K+ 1.08% |
$250K - $259K
|
407K
$24.4M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.34K+ 14.41% |
$250K - $258K
|
34.5K
$2.06M
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
4.26K+ 60.14% |
$245K - $253K
|
11.4K
$679K
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
4.25K+ 1.3% |
$244K - $253K
|
332K
$19.9M
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
4.18K+ 6.69% |
$240K - $248K
|
66.6K
$3.99M
|