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 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
26.3KNew |
$1.53M - $1.57M
|
26.3K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
26.3KNew |
$1.53M - $1.57M
|
26.3K
$1.52M
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
26.2KNew |
$1.52M - $1.56M
|
26.2K
$1.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
26.2K+ 9.0% |
$1.52M - $1.56M
|
317K
$18.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
26.1K+ 8.7% |
$1.52M - $1.55M
|
326K
$18.9M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
25.9K+ 16.3% |
$1.51M - $1.54M
|
185K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
24.8KNew |
$1.44M - $1.47M
|
24.8K
$1.43M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
24.1K+ 8.54% |
$1.4M - $1.43M
|
306K
$17.7M
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
24K+ 24.09% |
$1.39M - $1.43M
|
124K
$7.15M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
23.5KNew |
$1.36M - $1.4M
|
23.5K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
23.4KNew |
$1.36M - $1.39M
|
23.4K
$1.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
23K+ 10.6% |
$1.34M - $1.37M
|
240K
$13.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
22.5K+ 5.56% |
$1.31M - $1.34M
|
427K
$24.7M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
22.3K+ 3.17% |
$1.3M - $1.33M
|
727K
$42.1M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
21.6KNew |
$1.25M - $1.28M
|
21.6K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.2K+ 10.03% |
$1.23M - $1.26M
|
233K
$13.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Mayport, LLC
|
BUY
|
- |
21K+ 31.66% |
$1.22M - $1.25M
|
87.4K
$5.06M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
20.1KNew |
$1.17M - $1.19M
|
20.1K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20.1K+ 20.56% |
$1.16M - $1.19M
|
118K
$6.81M
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
19K+ 25.42% |
$1.11M - $1.13M
|
93.9K
$5.44M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
18.7K+ 3.89% |
$1.09M - $1.11M
|
500K
$29M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
18.7K+ 3.89% |
$1.09M - $1.11M
|
500K
$29M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
18.6KNew |
$1.08M - $1.11M
|
18.6K
$1.08M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
18.1KNew |
$1.05M - $1.08M
|
18.1K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
17.8K+ 90.38% |
$1.03M - $1.06M
|
37.5K
$2.17M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
17.8K+ 7.3% |
$1.03M - $1.06M
|
261K
$15.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
17.6K+ 11.2% |
$1.02M - $1.04M
|
174K
$10.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
17.4K+ 1.53% |
$1.01M - $1.04M
|
1.16M
$67M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17.4K+ 11.61% |
$1.01M - $1.03M
|
167K
$9.67M
|
|
|
May 15, 2024
Q1 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
17K+ 12.11% |
$989K - $1.01M
|
158K
$9.13M
|
|
|
May 14, 2024
Q1 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
17KNew |
$987K - $1.01M
|
17K
$984K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
16.9K+ 4.96% |
$981K - $1.01M
|
358K
$20.7M
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
16.9KNew |
$979K - $1M
|
16.9K
$976K
|
|
|
Apr 12, 2024
Q1 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
16.8K+ 10.75% |
$976K - $1M
|
173K
$10M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
16.7K+ 5.28% |
$967K - $992K
|
332K
$19.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
16.6K+ 10.19% |
$963K - $987K
|
179K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
16.5K+ 7.39% |
$958K - $982K
|
240K
$13.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
16.4K+ 2.41% |
$951K - $975K
|
697K
$40.4M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16K+ 4.01% |
$927K - $950K
|
414K
$23.9M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
15.9K+ 2.4% |
$926K - $949K
|
681K
$39.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15.9KNew |
$923K - $947K
|
15.9K
$921K
|
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
15.4K+ 3.19% |
$897K - $920K
|
500K
$29M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
15.3K+ 22.46% |
$891K - $913K
|
83.7K
$4.84M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.3K+ 22.49% |
$889K - $911K
|
83.4K
$4.83M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
14.9K+ 4.32% |
$865K - $887K
|
360K
$20.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14.9K+ 112.41% |
$865K - $887K
|
28.2K
$1.63M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
14.8K+ 101.69% |
$861K - $883K
|
29.4K
$1.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
14.8K+ 15.52% |
$857K - $878K
|
110K
$6.36M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.6K+ 16.13% |
$845K - $867K
|
105K
$6.07M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
13.9K+ 5.62% |
$805K - $825K
|
260K
$15.1M
|