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 887 institutions that hold shares in the stock, with a total of 399 Million shares, which have been reported (via 13F filing form) to have a value of $23.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tanglewood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
559,633
shares
|
$33.2 Million
3.9% of portfolio
|
Q1 2025
Reduced 24.21%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
556,957
shares
|
$33.1 Million
4.33% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
556,544
shares
|
$33.1 Million
0.36% of portfolio
|
Q1 2025
Added 327.2%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
554,166
shares
|
$32.9 Million
2.38% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Evergreen Advisors, LLC
|
May 07, 2025 Q1 2025 |
552,207
shares
|
$32.8 Million
9.11% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
May 19, 2025 Q1 2025 |
524,621
shares
|
$31.2 Million
12.1% of portfolio
|
Q1 2025
Added 603.01%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
515,700
shares
|
$30.6 Million
0.36% of portfolio
|
Q1 2025
Reduced 42.11%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
506,082
shares
|
$30.1 Million
0.15% of portfolio
|
Q1 2025
Added 22.76%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
502,258
shares
|
$29.8 Million
0.19% of portfolio
|
Q1 2025
Added 73.5%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 11, 2025 Q1 2025 |
488,406
shares
|
$29 Million
6.79% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
486,226
shares
|
$28.9 Million
1.02% of portfolio
|
Q1 2025
Added 3307.09%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
483,880
shares
|
$28.7 Million
2.12% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
480,252
shares
|
$28.5 Million
0.07% of portfolio
|
Q1 2025
Added 818.26%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
470,060
shares
|
$27.9 Million
13.49% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
463,861
shares
|
$27.6 Million
4.22% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
445,355
shares
|
$26.5 Million
2.45% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
440,824
shares
|
$26.2 Million
0.06% of portfolio
|
Q4 2024
Reduced 48.26%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
433,214
shares
|
$25.7 Million
4.98% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
433,072
shares
|
$25.7 Million
0.04% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
432,502
shares
|
$25.7 Million
8.57% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
395,902
shares
|
$23.5 Million
3.04% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
395,290
shares
|
$23.5 Million
0.72% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Gunma Bank,Ltd.
|
May 07, 2025 Q1 2025 |
395,000
shares
|
$23.5 Million
7.56% of portfolio
|
Q4 2024
Added 102.56%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
386,598
shares
|
$23 Million
0.1% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
385,096
shares
|
$22.9 Million
0.45% of portfolio
|
Q1 2025
Added 6.42%
|