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 863 institutions that hold shares in the stock, with a total of 406 Million shares, which have been reported (via 13F filing form) to have a value of $24.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
105,545
shares
|
$6.32 Million
0.75% of portfolio
|
Q1 2025
Added 38.37%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
105,452
shares
|
$6.31 Million
0.04% of portfolio
|
Q1 2025
Added 78.84%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
104,838
shares
|
$6.27 Million
0.32% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
104,602
shares
|
$6.26 Million
1.83% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
104,519
shares
|
$6.25 Million
3.63% of portfolio
|
Q1 2025
Added 9.2%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
104,027
shares
|
$6.22 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
103,873
shares
|
$6.22 Million
2.71% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
102,948
shares
|
$6.16 Million
0.08% of portfolio
|
Q1 2025
Added 29.47%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
101,778
shares
|
$6.09 Million
4.69% of portfolio
|
Q1 2025
New holding
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
100,417
shares
|
$6.01 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
99,865
shares
|
$5.98 Million
0.0% of portfolio
|
Q4 2024
Reduced 73.9%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
97,603
shares
|
$5.84 Million
1.56% of portfolio
|
Q1 2025
Added 9.19%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
97,264
shares
|
$5.82 Million
5.15% of portfolio
|
Q4 2024
New holding
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
96,849
shares
|
$5.8 Million
2.18% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
95,821
shares
|
$5.73 Million
0.16% of portfolio
|
Q1 2025
Added 13.12%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
95,576
shares
|
$5.72 Million
0.12% of portfolio
|
Q4 2024
Added 27.94%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
95,426
shares
|
$5.71 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Kraft Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
94,778
shares
|
$5.67 Million
5.37% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
94,592
shares
|
$5.66 Million
0.24% of portfolio
|
Q1 2025
Reduced 42.29%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
94,137
shares
|
$5.63 Million
4.9% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
93,789
shares
|
$5.61 Million
2.27% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
93,701
shares
|
$5.61 Million
0.07% of portfolio
|
Q4 2024
Reduced 43.9%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
93,517
shares
|
$5.6 Million
2.65% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Feb 14, 2025 Q4 2024 |
92,977
shares
|
$5.56 Million
0.18% of portfolio
|
Q4 2024
Added 36.65%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
92,545
shares
|
$5.54 Million
0.1% of portfolio
|
Q1 2025
Added 6.89%
|