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 920 institutions that hold shares in the stock, with a total of 432 Million shares, which have been reported (via 13F filing form) to have a value of $25.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
602,966
shares
|
$36.2 Million
3.03% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
597,058
shares
|
$35.8 Million
0.05% of portfolio
|
Q3 2025
Added 26.84%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
596,112
shares
|
$35.8 Million
3.66% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
590,806
shares
|
$35.4 Million
8.64% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Jan 07, 2026 Q4 2025 |
590,480
shares
|
$35.4 Million
6.89% of portfolio
|
Q4 2025
Reduced 15.75%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 13, 2025 Q3 2025 |
588,864
shares
|
$35.3 Million
11.68% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
588,095
shares
|
$35.3 Million
2.2% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
587,320
shares
|
$35.2 Million
18.23% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
581,233
shares
|
$34.9 Million
0.07% of portfolio
|
Q3 2025
Added 1027.89%
|
|
|
Cypress Financial Planning LLC
|
Jan 14, 2026 Q4 2025 |
578,081
shares
|
$34.7 Million
10.12% of portfolio
|
Q4 2025
Added 25.61%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
571,426
shares
|
$34.3 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
571,403
shares
|
$34.3 Million
2.01% of portfolio
|
Q3 2025
Added 52.95%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 17, 2025 Q3 2025 |
564,292
shares
|
$33.9 Million
7.36% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
562,824
shares
|
$33.8 Million
0.39% of portfolio
|
Q3 2025
Reduced 18.88%
|
|
|
Evergreen Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
543,032
shares
|
$32.6 Million
8.62% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
540,773
shares
|
$32.4 Million
4.12% of portfolio
|
Q3 2025
Added 8.04%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
539,191
shares
|
$32.4 Million
1.18% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
530,150
shares
|
$31.8 Million
5.44% of portfolio
|
Q3 2025
Added 22.38%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
526,079
shares
|
$31.6 Million
1.69% of portfolio
|
Q3 2025
Reduced 79.03%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
522,320
shares
|
$31.3 Million
13.53% of portfolio
|
Q3 2025
Added 11.12%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
513,522
shares
|
$30.8 Million
0.07% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Pathway Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
509,525
shares
|
$30.6 Million
4.34% of portfolio
|
Q4 2025
Added 2.72%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
489,127
shares
|
$29.3 Million
1.9% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
488,746
shares
|
$29.3 Million
0.28% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
486,936
shares
|
$29.2 Million
0.31% of portfolio
|
Q4 2025
Added 5.92%
|
|