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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-22.9K- 0.61% |
$1.33M - $1.37M
|
3.74M
$217M
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
SELL
|
- |
-24.3K- 9.29% |
$1.41M - $1.45M
|
237K
$13.7M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-24.7K- 12.92% |
$1.44M - $1.47M
|
167K
$9.65M
|
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-25.2K- 12.26% |
$1.47M - $1.5M
|
181K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-26.9K- 61.67% |
$1.56M - $1.6M
|
16.7K
$968K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-27K- 24.1% |
$1.57M - $1.61M
|
85.1K
$4.93M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-30.6K- 95.8% |
$1.78M - $1.82M
|
1.34K
$77.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-37.1K- 29.42% |
$2.16M - $2.21M
|
89.1K
$5.16M
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-37.6KClosed |
$2.18M - $2.24M
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-37.6K- 10.75% |
$2.18M - $2.24M
|
312K
$18.1M
|
|
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-38K- 45.65% |
$2.21M - $2.26M
|
45.2K
$2.62M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-38.5K- 27.95% |
$2.24M - $2.29M
|
99.2K
$5.74M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-39.7K- 14.0% |
$2.31M - $2.37M
|
244K
$14.1M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-40.5K- 97.64% |
$2.35M - $2.41M
|
980
$56.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-40.9K- 10.67% |
$2.37M - $2.43M
|
342K
$19.8M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-43.3K- 88.97% |
$2.51M - $2.57M
|
5.36K
$310K
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-44.7K- 60.53% |
$2.59M - $2.66M
|
29.1K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-44.9K- 80.97% |
$2.61M - $2.67M
|
10.5K
$611K
|
|
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-46.8K- 26.55% |
$2.72M - $2.79M
|
129K
$7.49M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-47.6K- 38.82% |
$2.76M - $2.83M
|
75K
$4.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-60.7K- 24.62% |
$3.52M - $3.61M
|
186K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-78.5K- 49.6% |
$4.56M - $4.67M
|
79.8K
$4.62M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-80.3K- 83.32% |
$4.66M - $4.78M
|
16.1K
$930K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-87.2K- 83.63% |
$5.06M - $5.19M
|
17.1K
$987K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-101K- 32.63% |
$5.87M - $6.02M
|
209K
$12.1M
|
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-102K- 5.49% |
$5.94M - $6.08M
|
1.76M
$102M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-103K- 25.67% |
$5.97M - $6.12M
|
298K
$17.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-119K- 55.95% |
$6.94M - $7.11M
|
94.1K
$5.45M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-123K- 5.3% |
$7.13M - $7.31M
|
2.19M
$127M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-123K- 34.48% |
$7.15M - $7.33M
|
234K
$13.5M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-128K- 72.37% |
$7.46M - $7.64M
|
49K
$2.84M
|
|
|
Nov 13, 2024
Q1 2024
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-138KClosed |
$8.01M - $8.21M
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-155K- 11.26% |
$9M - $9.22M
|
1.22M
$70.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-165K- 56.25% |
$9.58M - $9.82M
|
128K
$7.43M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-256K- 6.41% |
$14.9M - $15.2M
|
3.73M
$216M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-259K- 65.25% |
$15.1M - $15.4M
|
138K
$8M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-284K- 92.89% |
$16.5M - $16.9M
|
21.7K
$1.26M
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-359K- 28.55% |
$20.9M - $21.4M
|
899K
$52M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-402K- 94.67% |
$23.3M - $23.9M
|
22.6K
$1.31M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-406K- 82.23% |
$23.6M - $24.2M
|
87.7K
$5.08M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-502K- 21.16% |
$29.1M - $29.9M
|
1.87M
$108M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-650K- 63.09% |
$37.7M - $38.7M
|
380K
$22M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-661K- 88.26% |
$38.4M - $39.4M
|
88K
$5.09M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-843K- 19.98% |
$48.9M - $50.2M
|
3.37M
$195M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.33M- 70.31% |
$77.2M - $79.2M
|
562K
$32.5M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.34M- 6.93% |
$77.8M - $79.7M
|
18M
$1.04B
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.98M- 49.05% |
$115M - $118M
|
2.06M
$119M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.61M- 3.64% |
$151M - $155M
|
69.1M
$4B
|