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 753 institutions that hold shares in the stock, with a total of 387 Million shares, which have been reported (via 13F filing form) to have a value of $22.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,291,226
shares
|
$134 Million
0.31% of portfolio
|
Q3 2024
Added 29.14%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
2,132,068
shares
|
$124 Million
1.32% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
2,049,296
shares
|
$119 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
2,038,227
shares
|
$119 Million
2.1% of portfolio
|
Q3 2024
Added 369.0%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
2,033,310
shares
|
$119 Million
4.77% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,860,647
shares
|
$108 Million
1.45% of portfolio
|
Q3 2024
Reduced 55.02%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,818,691
shares
|
$106 Million
0.16% of portfolio
|
Q3 2024
Added 223.45%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,783,045
shares
|
$104 Million
45.32% of portfolio
|
Q3 2024
Added 99.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,690,053
shares
|
$98.5 Million
0.05% of portfolio
|
Q3 2024
Added 23.43%
|
|
|
Edgehill Endowment Partners, LLC
|
Nov 05, 2024 Q3 2024 |
1,621,749
shares
|
$94.5 Million
16.86% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
1,527,836
shares
|
$89.1 Million
0.02% of portfolio
|
Q3 2024
Added 128.59%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
1,428,566
shares
|
$83.3 Million
8.13% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
1,366,684
shares
|
$79.7 Million
5.19% of portfolio
|
Q3 2024
Reduced 39.81%
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
1,331,685
shares
|
$77.6 Million
6.03% of portfolio
|
Q3 2024
Reduced 9.54%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
1,324,383
shares
|
$77.2 Million
2.1% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,309,205
shares
|
$76.3 Million
0.11% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
1,285,300
shares
|
$74.9 Million
0.08% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
1,140,196
shares
|
$66.5 Million
7.54% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,138,826
shares
|
$66.4 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
Nov 05, 2024 Q3 2024 |
1,124,530
shares
|
$65.5 Million
2.41% of portfolio
|
Q4 2023
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,095,154
shares
|
$63.8 Million
1.53% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
1,072,424
shares
|
$62.5 Million
1.02% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
1,049,164
shares
|
$61.2 Million
1.09% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
1,012,464
shares
|
$59 Million
5.93% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
987,500
shares
|
$57.6 Million
0.96% of portfolio
|
Q3 2024
Added 18.12%
|