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 |
|---|---|---|---|---|---|
|
Axos Invest Inc.
Las Vegas, NV |
Nov 08, 2024 Q3 2024 |
143,622
shares
|
$8.37 Million
5.94% of portfolio
|
Q3 2024
New holding
|
|
|
Strong Box Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
141,118
shares
|
$8.23 Million
3.79% of portfolio
|
Q3 2024
Added 18.31%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
140,318
shares
|
$8.18 Million
0.57% of portfolio
|
Q3 2024
Added 16.88%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
139,692
shares
|
$8.14 Million
0.05% of portfolio
|
Q3 2024
Added 14.99%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
133,758
shares
|
$7.8 Million
0.77% of portfolio
|
Q4 2022
Added 26.04%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Oct 07, 2024 Q3 2024 |
130,486
shares
|
$7.61 Million
6.4% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
127,537
shares
|
$7.43 Million
3.04% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Cambria Investment Management, L.P.
|
Nov 14, 2024 Q3 2024 |
127,418
shares
|
$7.43 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
127,224
shares
|
$7.42 Million
4.7% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
126,596
shares
|
$7.38 Million
5.72% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
126,465
shares
|
$7.37 Million
1.12% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
126,229
shares
|
$7.36 Million
0.59% of portfolio
|
Q3 2024
Added 686.23%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 12, 2024 Q3 2024 |
124,698
shares
|
$7.27 Million
4.76% of portfolio
|
Q3 2024
Added 16.39%
|
|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
123,876
shares
|
$7.22 Million
1.53% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
122,916
shares
|
$7.16 Million
6.06% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
118,121
shares
|
$6.89 Million
0.5% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Nov 08, 2024 Q3 2024 |
117,190
shares
|
$6.83 Million
3.78% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
116,298
shares
|
$6.78 Million
3.34% of portfolio
|
Q3 2024
Added 27.47%
|
|
|
Mosaic Advisors LLC
Houston, TX |
Oct 29, 2024 Q3 2024 |
116,137
shares
|
$6.77 Million
5.51% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
114,563
shares
|
$6.68 Million
1.4% of portfolio
|
Q3 2024
Added 111.06%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
114,495
shares
|
$6.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
112,134
shares
|
$6.54 Million
0.01% of portfolio
|
Q2 2024
Added 378.18%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
111,430
shares
|
$6.5 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
111,407
shares
|
$6.49 Million
2.64% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
110,411
shares
|
$6.44 Million
1.98% of portfolio
|
Q3 2024
New holding
|