Purchases and Sales Made in Q1 2024 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD INTERMEDIATE-TERM TRE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-285- 0.35% |
$16.5K - $17K
|
81.3K
$4.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-324- 0.81% |
$18.8K - $19.3K
|
39.8K
$2.32M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-402- 9.31% |
$23.3K - $23.9K
|
3.92K
$228K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-416- 54.88% |
$24.2K - $24.8K
|
342
$19.9K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-495- 14.12% |
$28.7K - $29.5K
|
3.01K
$176K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-523- 6.89% |
$30.4K - $31.1K
|
7.07K
$412K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-537- 12.71% |
$31.2K - $32K
|
3.69K
$215K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-582- 0.8% |
$33.8K - $34.6K
|
72.2K
$4.21M
|
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-594- 8.4% |
$34.5K - $35.4K
|
6.48K
$378K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-599- 5.39% |
$34.8K - $35.7K
|
10.5K
$613K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-612- 30.75% |
$35.5K - $36.4K
|
1.38K
$80.4K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-632- 62.95% |
$36.7K - $37.6K
|
372
$21.7K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-649- 3.46% |
$37.7K - $38.6K
|
18.1K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-674- 12.94% |
$39.1K - $40.1K
|
4.53K
$264K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-676- 2.76% |
$39.3K - $40.2K
|
23.8K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-700- 0.57% |
$40.6K - $41.7K
|
121K
$7.08M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-712- 3.21% |
$41.3K - $42.4K
|
21.4K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-750- 6.19% |
$43.6K - $44.6K
|
11.4K
$662K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-819- 1.67% |
$47.6K - $48.7K
|
48.2K
$2.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-829- 2.55% |
$48.1K - $49.3K
|
31.6K
$1.84M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-848- 15.82% |
$49.2K - $50.5K
|
4.51K
$263K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-921- 2.05% |
$53.5K - $54.8K
|
44K
$2.57M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-966- 39.16% |
$56.1K - $57.5K
|
1.5K
$87.5K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-986- 3.04% |
$57.3K - $58.7K
|
31.4K
$1.83M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1K- 1.55% |
$58.1K - $59.5K
|
63.7K
$3.71M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-1.04K- 78.2% |
$60.4K - $61.9K
|
290
$16.9K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.25K- 10.32% |
$72.7K - $74.5K
|
10.9K
$635K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.27K- 10.43% |
$73.7K - $75.6K
|
10.9K
$636K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.37K- 6.32% |
$79.7K - $81.7K
|
20.4K
$1.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.4K- 20.27% |
$81.1K - $83.1K
|
5.49K
$320K
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-1.4K- 2.25% |
$81.3K - $83.3K
|
60.9K
$3.55M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.41K- 19.65% |
$82.1K - $84.1K
|
5.78K
$337K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.43K- 28.82% |
$82.9K - $84.9K
|
3.53K
$206K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.5K- 7.95% |
$87.3K - $89.5K
|
17.4K
$1.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.62K- 1.71% |
$94K - $96.3K
|
93.2K
$5.44M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.65K- 0.39% |
$95.9K - $98.3K
|
421K
$24.6M
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.7K- 3.46% |
$98.8K - $101K
|
47.5K
$2.77M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.78K- 99.0% |
$103K - $106K
|
18
$1.05K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2K- 12.92% |
$116K - $119K
|
13.4K
$784K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.14K- 88.33% |
$124K - $127K
|
283
$16.5K
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-2.18K- 26.15% |
$127K - $130K
|
6.17K
$360K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.19K- 37.29% |
$127K - $130K
|
3.69K
$215K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.23K- 80.74% |
$129K - $132K
|
531
$31K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.41K- 0.92% |
$140K - $144K
|
261K
$15.2M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-2.46K- 18.05% |
$143K - $147K
|
11.2K
$652K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.48K- 84.54% |
$144K - $147K
|
453
$26.4K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.55K- 49.44% |
$148K - $152K
|
2.61K
$152K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.73K- 38.9% |
$159K - $163K
|
4.29K
$250K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.76K- 6.62% |
$160K - $164K
|
38.9K
$2.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.81K- 23.55% |
$163K - $167K
|
9.11K
$531K
|