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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
926,718
shares
|
$54 Million
1.26% of portfolio
|
Q3 2024
Added 21.3%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
869,125
shares
|
$50.7 Million
2.07% of portfolio
|
Q3 2024
Added 68.67%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
847,275
shares
|
$49.4 Million
8.53% of portfolio
|
Q3 2024
Added 13.96%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
819,331
shares
|
$47.8 Million
2.32% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Libra Wealth LLC
|
Oct 23, 2024 Q3 2024 |
787,833
shares
|
$45.9 Million
19.13% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Cliffwater LLC
Marina Del Rey, CA |
Nov 12, 2024 Q3 2024 |
767,859
shares
|
$44.8 Million
11.89% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
767,492
shares
|
$44.7 Million
7.39% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 25, 2024 Q3 2024 |
753,483
shares
|
$43.9 Million
5.49% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
742,093
shares
|
$43.3 Million
4.41% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
728,934
shares
|
$42.5 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
707,766
shares
|
$41.3 Million
5.34% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
703,822
shares
|
$41 Million
1.0% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
701,061
shares
|
$40.9 Million
6.98% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
697,867
shares
|
$40.7 Million
4.38% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
692,888
shares
|
$40.4 Million
0.07% of portfolio
|
Q3 2024
Reduced 13.93%
|
|
|
Johns Hopkins University
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
682,604
shares
|
$39.8 Million
1.55% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
668,384
shares
|
$39 Million
1.51% of portfolio
|
Q3 2024
Added 75.24%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
596,947
shares
|
$34.8 Million
4.16% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
592,418
shares
|
$34.5 Million
1.34% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
589,438
shares
|
$34.4 Million
0.37% of portfolio
|
Q3 2024
Added 22.83%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
587,281
shares
|
$34.2 Million
3.05% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
585,685
shares
|
$34.1 Million
0.12% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
560,321
shares
|
$32.7 Million
2.35% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
554,269
shares
|
$32.3 Million
0.06% of portfolio
|
Q3 2024
Added 37.3%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
539,744
shares
|
$31.5 Million
9.57% of portfolio
|
Q3 2024
Added 4.01%
|