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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
521,980
shares
|
$30.4 Million
0.01% of portfolio
|
Q3 2024
Added 21.8%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
517,814
shares
|
$30.2 Million
1.49% of portfolio
|
Q3 2024
Added 12663.47%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
516,042
shares
|
$30.1 Million
0.75% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
511,999
shares
|
$29.8 Million
3.9% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
498,985
shares
|
$29.1 Million
3.13% of portfolio
|
Q3 2024
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
471,059
shares
|
$27.5 Million
2.0% of portfolio
|
Q3 2024
Added 9416.34%
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
470,225
shares
|
$27.4 Million
3.78% of portfolio
|
Q3 2024
Added 52.06%
|
|
|
Evergreen Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
465,821
shares
|
$27.2 Million
7.77% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
445,559
shares
|
$26 Million
0.05% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
445,070
shares
|
$25.9 Million
5.74% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
436,381
shares
|
$25.4 Million
0.0% of portfolio
|
Q3 2024
Added 29.52%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
434,017
shares
|
$25.3 Million
1.94% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
429,771
shares
|
$25.1 Million
6.16% of portfolio
|
Q3 2024
Added 26.22%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
425,202
shares
|
$24.8 Million
3.0% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 08, 2024 Q3 2024 |
423,829
shares
|
$24.7 Million
5.8% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
408,737
shares
|
$23.8 Million
0.11% of portfolio
|
Q3 2024
Added 18.41%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
408,657
shares
|
$23.8 Million
3.74% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
401,710
shares
|
$23.4 Million
2.23% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
389,427
shares
|
$22.7 Million
0.73% of portfolio
|
Q3 2024
Added 14.2%
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
386,957
shares
|
$22.6 Million
8.67% of portfolio
|
Q3 2024
Added 11.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
382,640
shares
|
$22.3 Million
0.02% of portfolio
|
Q3 2024
Added 19.75%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
371,475
shares
|
$21.7 Million
0.13% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
359,162
shares
|
$20.9 Million
5.21% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
346,015
shares
|
$20.2 Million
12.04% of portfolio
|
Q3 2024
Added 26.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
345,792
shares
|
$20.2 Million
0.05% of portfolio
|
Q3 2024
Added 22.5%
|