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 |
---|---|---|---|---|---|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
109,888
shares
|
$6.41 Million
2.23% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
109,248
shares
|
$6.37 Million
4.26% of portfolio
|
Q1 2023
Added 46.39%
|
|
River & Mercantile LLC
Waltham, MA |
Nov 06, 2024 Q3 2024 |
106,201
shares
|
$6.19 Million
1.91% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
104,591
shares
|
$6.1 Million
4.88% of portfolio
|
Q3 2024
Added 11.8%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
104,177
shares
|
$6.07 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
103,202
shares
|
$6.02 Million
0.06% of portfolio
|
Q3 2024
Added 200.6%
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Nov 12, 2024 Q3 2024 |
101,045
shares
|
$5.89 Million
2.18% of portfolio
|
Q3 2024
Added 10.18%
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
98,487
shares
|
$5.74 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
96,849
shares
|
$5.65 Million
2.18% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
96,779
shares
|
$5.64 Million
0.88% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
96,356
shares
|
$5.62 Million
2.23% of portfolio
|
Q3 2024
Added 3.29%
|
|
Fluent Financial, LLC
|
Oct 04, 2024 Q3 2024 |
94,926
shares
|
$5.53 Million
2.79% of portfolio
|
Q3 2024
Added 3.76%
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
94,839
shares
|
$5.53 Million
0.98% of portfolio
|
Q3 2024
Added 65.06%
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
93,674
shares
|
$5.46 Million
0.04% of portfolio
|
Q3 2024
Added 1.41%
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
92,238
shares
|
$5.38 Million
0.13% of portfolio
|
Q3 2024
Added 37.73%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
91,046
shares
|
$5.31 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
90,588
shares
|
$5.28 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
89,858
shares
|
$5.24 Million
1.18% of portfolio
|
Q3 2024
Added 4.26%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
89,575
shares
|
$5.22 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
89,183
shares
|
$5.2 Million
0.17% of portfolio
|
Q3 2024
Added 2.74%
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
88,011
shares
|
$5.13 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
87,239
shares
|
$5.09 Million
1.09% of portfolio
|
Q3 2024
Added 6.39%
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
87,100
shares
|
$5.08 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
86,636
shares
|
$5.05 Million
2.68% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
85,808
shares
|
$5 Million
1.39% of portfolio
|
Q3 2024
Added 4.99%
|