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 |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
2,011,924
shares
|
$120 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
1,964,943
shares
|
$118 Million
2.18% of portfolio
|
Q1 2025
Added 67.72%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
1,940,726
shares
|
$116 Million
6.75% of portfolio
|
Q4 2024
Added 6077.9%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
1,859,326
shares
|
$111 Million
3.68% of portfolio
|
Q1 2025
Reduced 50.97%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
1,802,016
shares
|
$108 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,795,086
shares
|
$107 Million
0.04% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Gitterman Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,793,213
shares
|
$107 Million
44.02% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
1,751,162
shares
|
$105 Million
9.85% of portfolio
|
Q1 2025
Added 15.57%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Feb 13, 2025 Q4 2024 |
1,666,581
shares
|
$99.7 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,638,481
shares
|
$98 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
1,629,263
shares
|
$97.5 Million
5.96% of portfolio
|
Q1 2025
Added 25.23%
|
|
|
Cambridge Associates LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
1,622,535
shares
|
$97.1 Million
3.01% of portfolio
|
Q4 2024
Added 142.75%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,487,258
shares
|
$89 Million
2.04% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,325,109
shares
|
$79.3 Million
0.27% of portfolio
|
Q4 2024
Added 16.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,309,205
shares
|
$78.3 Million
0.11% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,304,800
shares
|
$78.1 Million
0.16% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
1,201,920
shares
|
$71.9 Million
2.97% of portfolio
|
Q1 2025
Added 17.01%
|
|
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
Feb 07, 2025 Q4 2024 |
1,124,530
shares
|
$67.3 Million
2.17% of portfolio
|
Q4 2023
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
1,099,429
shares
|
$65.8 Million
1.61% of portfolio
|
Q1 2025
Added 59.31%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
1,074,400
shares
|
$64.3 Million
0.06% of portfolio
|
Q4 2024
Reduced 16.41%
|
|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
1,026,369
shares
|
$61.4 Million
4.44% of portfolio
|
Q1 2025
Reduced 19.72%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
1,015,724
shares
|
$60.8 Million
17.29% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
1,001,497
shares
|
$59.9 Million
1.74% of portfolio
|
Q4 2024
Reduced 50.86%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
1,001,054
shares
|
$59.9 Million
0.1% of portfolio
|
Q1 2025
Added 36.89%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
989,736
shares
|
$59.2 Million
5.78% of portfolio
|
Q1 2025
Reduced 0.13%
|