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 915 institutions that hold shares in the stock, with a total of 427 Million shares, which have been reported (via 13F filing form) to have a value of $25.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
263,438
shares
|
$15.8 Million
18.32% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
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%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
260,543
shares
|
$15.6 Million
2.12% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
259,862
shares
|
$15.6 Million
0.31% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Nov 12, 2025 Q3 2025 |
256,694
shares
|
$15.4 Million
5.78% of portfolio
|
Q3 2025
Added 5.34%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Nov 10, 2025 Q3 2025 |
254,210
shares
|
$15.3 Million
8.8% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
249,236
shares
|
$15 Million
1.04% of portfolio
|
Q4 2025
Added 7.38%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
245,793
shares
|
$14.7 Million
0.16% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
245,538
shares
|
$14.7 Million
2.04% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
241,827
shares
|
$14.5 Million
0.45% of portfolio
|
Q3 2025
Reduced 17.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
241,276
shares
|
$14.5 Million
0.22% of portfolio
|
Q3 2025
Reduced 15.47%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
238,865
shares
|
$14.3 Million
5.96% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
237,941
shares
|
$14.3 Million
1.83% of portfolio
|
Q2 2024
Added 5.71%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
235,331
shares
|
$14.1 Million
0.37% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
234,223
shares
|
$14.1 Million
0.28% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
232,730
shares
|
$14 Million
7.99% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
232,622
shares
|
$14 Million
0.58% of portfolio
|
Q3 2025
Reduced 12.78%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Nov 05, 2025 Q3 2025 |
229,170
shares
|
$13.8 Million
4.38% of portfolio
|
Q3 2025
Added 27.59%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
228,300
shares
|
$13.7 Million
2.21% of portfolio
|
Q3 2025
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
225,093
shares
|
$13.5 Million
0.71% of portfolio
|
Q3 2025
Added 14.07%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
224,500
shares
|
$13.5 Million
13.15% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
216,076
shares
|
$13 Million
1.18% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
214,313
shares
|
$12.9 Million
0.16% of portfolio
|
Q3 2025
Reduced 28.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
206,097
shares
|
$12.4 Million
0.04% of portfolio
|
Q3 2025
Added 10.9%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
205,240
shares
|
$12.3 Million
5.31% of portfolio
|
Q3 2025
Reduced 0.81%
|
|