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 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
85.3K+ 14.78% |
$4.95M - $5.08M
|
663K
$38.6M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
83.8K+ 9.59% |
$4.86M - $4.98M
|
957K
$55.8M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
81.7K+ 60.66% |
$4.75M - $4.86M
|
216K
$12.6M
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
74.4K+ 62.45% |
$4.32M - $4.43M
|
194K
$11.3M
|
|
|
May 09, 2024
Q1 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
72.5K+ 101.08% |
$4.21M - $4.32M
|
144K
$8.41M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
72.1K+ 16.16% |
$4.19M - $4.29M
|
518K
$30.2M
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
71.4KNew |
$4.15M - $4.25M
|
71.4K
$4.17M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
66.4K+ 6.18% |
$3.86M - $3.95M
|
1.14M
$66.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
66.3K+ 538.87% |
$3.85M - $3.94M
|
78.5K
$4.58M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
63.2K+ 12.18% |
$3.67M - $3.76M
|
582K
$34M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
63.1KNew |
$3.66M - $3.76M
|
63.1K
$3.68M
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
62.7K+ 66.22% |
$3.64M - $3.73M
|
157K
$9.18M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
60.9K+ 440.18% |
$3.54M - $3.62M
|
74.7K
$4.36M
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
60.6KNew |
$3.52M - $3.61M
|
60.6K
$3.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
55.8K+ 62.18% |
$3.24M - $3.32M
|
145K
$8.48M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
55.6K+ 8.67% |
$3.23M - $3.31M
|
697K
$40.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
53.1K+ 45.03% |
$3.08M - $3.16M
|
171K
$9.98M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
52.4K+ 251.02% |
$3.04M - $3.12M
|
73.3K
$4.27M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
52.2K+ 10.68% |
$3.03M - $3.11M
|
541K
$31.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
50.9KNew |
$2.95M - $3.03M
|
50.9K
$2.97M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
49.9K+ 76.62% |
$2.9M - $2.97M
|
115K
$6.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
49.6K+ 21.41% |
$2.88M - $2.95M
|
281K
$16.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
49.1K+ 220.89% |
$2.85M - $2.92M
|
71.3K
$4.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
48.9K+ 36.93% |
$2.84M - $2.91M
|
181K
$10.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
45.5K+ 54.69% |
$2.64M - $2.71M
|
129K
$7.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
44.4K+ 9.89% |
$2.58M - $2.64M
|
493K
$28.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
42K+ 935.56% |
$2.44M - $2.5M
|
46.4K
$2.71M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
40.9K+ 6.7% |
$2.38M - $2.43M
|
651K
$38M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
38.7K+ 496.93% |
$2.25M - $2.3M
|
46.5K
$2.71M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
38.1K+ 466.48% |
$2.21M - $2.27M
|
46.3K
$2.7M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
37.4K+ 71923.08% |
$2.17M - $2.23M
|
37.5K
$2.18M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37.2K+ 158.81% |
$2.16M - $2.21M
|
60.6K
$3.54M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
36.3K+ 191.24% |
$2.11M - $2.16M
|
55.3K
$3.23M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
36.1K+ 1006.05% |
$2.1M - $2.15M
|
39.7K
$2.31M
|
|
|
May 03, 2024
Q1 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
35.5K+ 8.85% |
$2.06M - $2.11M
|
437K
$25.5M
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
35.4K+ 18.45% |
$2.06M - $2.11M
|
227K
$13.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
BUY
|
- |
35.3K+ 5.23% |
$2.05M - $2.1M
|
709K
$41.4M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
34.8K+ 53.19% |
$2.02M - $2.07M
|
100K
$5.85M
|
|
|
May 13, 2024
Q1 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
34.2K+ 127.02% |
$1.98M - $2.03M
|
61.1K
$3.56M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
33.7K+ 5.77% |
$1.95M - $2M
|
617K
$36M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
33.6K+ 3.52% |
$1.95M - $2M
|
989K
$57.7M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
32.9K+ 7.92% |
$1.91M - $1.96M
|
448K
$26.1M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
32.4KNew |
$1.88M - $1.93M
|
32.4K
$1.89M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
32.2K+ 5.06% |
$1.87M - $1.92M
|
668K
$38.9M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
31.4K+ 7.16% |
$1.83M - $1.87M
|
471K
$27.4M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
30K+ 53.27% |
$1.74M - $1.78M
|
86.3K
$5.03M
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
28.1K+ 72.05% |
$1.63M - $1.67M
|
67.1K
$3.91M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
28K+ 106.0% |
$1.63M - $1.67M
|
54.4K
$3.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
27.5K+ 20.56% |
$1.6M - $1.64M
|
161K
$9.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
26.4KNew |
$1.53M - $1.57M
|
26.4K
$1.54M
|