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 |
|---|---|---|---|---|---|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
283,598
shares
|
$17 Million
5.78% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
282,462
shares
|
$16.9 Million
2.68% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
270,476
shares
|
$16.2 Million
0.06% of portfolio
|
Q1 2025
Added 1335.57%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
267,815
shares
|
$16 Million
1.19% of portfolio
|
Q1 2025
Added 22.1%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
266,652
shares
|
$16 Million
6.55% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
264,334
shares
|
$15.8 Million
0.43% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Capital Investment Services Of America, Inc.
|
Apr 16, 2025 Q1 2025 |
261,741
shares
|
$15.7 Million
1.69% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
261,544
shares
|
$15.7 Million
2.85% of portfolio
|
Q1 2025
Reduced 28.47%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
259,785
shares
|
$15.5 Million
0.68% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
Roth Financial Partners LLC
|
Apr 18, 2025 Q1 2025 |
253,463
shares
|
$15.2 Million
5.94% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
Hassell Wealth Management, LLC
Houma, LA |
Apr 16, 2025 Q1 2025 |
253,428
shares
|
$15.2 Million
6.39% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
249,410
shares
|
$14.9 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
248,817
shares
|
$14.9 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
246,601
shares
|
$14.8 Million
0.2% of portfolio
|
Q1 2025
Reduced 64.59%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
May 01, 2025 Q1 2025 |
238,529
shares
|
$14.3 Million
7.01% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
237,941
shares
|
$14.2 Million
1.83% of portfolio
|
Q2 2024
Added 5.71%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
237,157
shares
|
$14.2 Million
1.29% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
237,096
shares
|
$14.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Apr 16, 2025 Q1 2025 |
236,874
shares
|
$14.2 Million
6.42% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
236,330
shares
|
$14.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 41.87%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
232,836
shares
|
$13.9 Million
0.05% of portfolio
|
Q4 2024
Added 13.3%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
229,246
shares
|
$13.7 Million
1.03% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 10, 2025 Q1 2025 |
228,727
shares
|
$13.7 Million
4.81% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
224,500
shares
|
$13.4 Million
13.15% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
222,155
shares
|
$13.3 Million
3.67% of portfolio
|
Q1 2025
Added 11.68%
|