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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
205,215
shares
|
$12.3 Million
0.56% of portfolio
|
Q3 2025
Added 16.97%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
203,603
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
202,964
shares
|
$12.2 Million
5.13% of portfolio
|
Q3 2025
Added 11.71%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 23, 2025 Q3 2025 |
202,763
shares
|
$12.2 Million
3.56% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
198,788
shares
|
$11.9 Million
3.55% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 29, 2025 Q3 2025 |
197,745
shares
|
$11.9 Million
3.93% of portfolio
|
Q3 2025
Added 147.76%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
195,933
shares
|
$11.8 Million
4.72% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
194,506
shares
|
$11.7 Million
7.37% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Oct 27, 2025 Q3 2025 |
193,832
shares
|
$11.6 Million
6.33% of portfolio
|
Q3 2025
Added 13.39%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
190,206
shares
|
$11.4 Million
0.57% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
186,952
shares
|
$11.2 Million
1.93% of portfolio
|
Q3 2025
Added 105.21%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
183,777
shares
|
$11 Million
4.62% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
183,429
shares
|
$11 Million
4.01% of portfolio
|
Q3 2025
Added 2363.46%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
182,891
shares
|
$11 Million
0.07% of portfolio
|
Q3 2025
Added 46.44%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
182,836
shares
|
$11 Million
1.94% of portfolio
|
Q3 2025
Added 13.03%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
181,767
shares
|
$10.9 Million
0.75% of portfolio
|
Q3 2025
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
181,149
shares
|
$10.9 Million
1.98% of portfolio
|
Q2 2023
Added 48.85%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
180,864
shares
|
$10.9 Million
3.54% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
177,761
shares
|
$10.7 Million
7.75% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
176,618
shares
|
$10.6 Million
1.43% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
174,586
shares
|
$10.5 Million
3.85% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
167,908
shares
|
$10.1 Million
0.01% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
165,417
shares
|
$9.93 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
165,275
shares
|
$9.92 Million
3.49% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
164,857
shares
|
$9.89 Million
0.5% of portfolio
|
Q3 2025
Added 54.1%
|
|