Institutional Ownership Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT). We have compiled data on the 852 institutions that hold shares in the stock, with a total of 404 Million shares, which have been reported (via 13F filing form) to have a value of $23.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
65,682,351
shares
|
$3.82 Billion
0.31% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
64,068,771
shares
|
$3.72 Billion
0.32% of portfolio
|
Q4 2024
Added 25.95%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
22,507,239
shares
|
$1.31 Billion
0.09% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Employees Retirement System Of Texas
|
Feb 13, 2025 Q4 2024 |
21,485,000
shares
|
$1.25 Billion
0.28% of portfolio
|
Q2 2024
Added 126282.35%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
17,071,797
shares
|
$992 Million
3.35% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
12,733,211
shares
|
$740 Million
0.72% of portfolio
|
Q4 2024
Added 10.17%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,066,438
shares
|
$643 Million
3.14% of portfolio
|
Q4 2022
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
10,505,245
shares
|
$611 Million
12.57% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
8,642,884
shares
|
$502 Million
6.24% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Nepc LLC
Boston, MA |
Feb 18, 2025 Q4 2024 |
6,699,794
shares
|
$389 Million
10.43% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,603,169
shares
|
$384 Million
4.28% of portfolio
|
Q2 2024
Added 9.57%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
6,471,976
shares
|
$376 Million
0.15% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
5,554,443
shares
|
$323 Million
4.19% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
5,500,000
shares
|
$320 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
5,326,201
shares
|
$310 Million
0.08% of portfolio
|
Q4 2024
Reduced 17.09%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
4,755,119
shares
|
$276 Million
5.03% of portfolio
|
Q4 2024
Added 27.53%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
3,791,839
shares
|
$220 Million
8.2% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
3,182,152
shares
|
$185 Million
0.04% of portfolio
|
Q4 2024
Reduced 16.14%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,790,770
shares
|
$162 Million
22.08% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,631,312
shares
|
$153 Million
0.05% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,624,978
shares
|
$153 Million
0.04% of portfolio
|
Q4 2024
Reduced 28.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,579,766
shares
|
$150 Million
0.21% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
2,513,545
shares
|
$146 Million
2.28% of portfolio
|
Q4 2024
Added 134.38%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
2,501,251
shares
|
$145 Million
8.73% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,329,765
shares
|
$135 Million
0.3% of portfolio
|
Q4 2024
Added 1.68%
|