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 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.31K+ 12.54% |
$75.9K - $77.8K
|
11.7K
$679K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.3K+ 1.94% |
$75.3K - $77.2K
|
68.3K
$3.95M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.29K+ 27.81% |
$75K - $76.8K
|
5.93K
$343K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.24KNew |
$71.9K - $73.7K
|
1.24K
$71.7K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.19KNew |
$69K - $70.8K
|
1.19K
$68.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
1.16K+ 8.01% |
$67.2K - $68.9K
|
15.6K
$903K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.12K+ 32.28% |
$65K - $66.7K
|
4.59K
$266K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.11K+ 2.79% |
$64.3K - $65.9K
|
40.9K
$2.37M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.1K+ 6.09% |
$63.9K - $65.5K
|
19.2K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
1.07K+ 10.09% |
$61.8K - $63.4K
|
11.6K
$673K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.02KNew |
$59.2K - $60.7K
|
1.02K
$59K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.02KNew |
$59K - $60.5K
|
1.02K
$58.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
986+ 6.38% |
$57.3K - $58.7K
|
16.4K
$951K
|
|
|
Apr 11, 2024
Q1 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
943+ 3.18% |
$54.8K - $56.1K
|
30.6K
$1.77M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
927+ 7.77% |
$53.8K - $55.2K
|
12.9K
$744K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
900+ 6.7% |
$52.3K - $53.6K
|
14.3K
$830K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
867+ 4.59% |
$50.3K - $51.6K
|
19.8K
$1.14M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
866New |
$50.3K - $51.5K
|
866
$50.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
855+ 11.48% |
$49.6K - $50.9K
|
8.31K
$481K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
795New |
$46.2K - $47.3K
|
795
$46K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
727+ 1.07% |
$42.2K - $43.3K
|
68.8K
$3.98M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
721+ 1.16% |
$41.9K - $42.9K
|
63K
$3.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
689+ 8.35% |
$40K - $41K
|
8.94K
$517K
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
686+ 2.07% |
$39.8K - $40.8K
|
33.8K
$1.96M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
628+ 2.1% |
$36.5K - $37.4K
|
30.5K
$1.77M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
625+ 2.98% |
$36.3K - $37.2K
|
21.6K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
548+ 10.31% |
$31.8K - $32.6K
|
5.86K
$339K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
440+ 45.17% |
$25.6K - $26.2K
|
1.41K
$81.9K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
436New |
$25.3K - $26K
|
436
$25.2K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
430+ 12.19% |
$25K - $25.6K
|
3.96K
$229K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
411+ 16.07% |
$23.9K - $24.5K
|
2.97K
$172K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
411+ 9.36% |
$23.9K - $24.5K
|
4.8K
$278K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
381+ 23.13% |
$22.1K - $22.7K
|
2.03K
$117K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
369+ 10.55% |
$21.4K - $22K
|
3.87K
$224K
|
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
347+ 7.98% |
$20.2K - $20.7K
|
4.7K
$272K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
338New |
$19.6K - $20.1K
|
338
$19.6K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
334New |
$19.4K - $19.9K
|
334
$19.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
334+ 7.27% |
$19.4K - $19.9K
|
4.93K
$285K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
331New |
$19.2K - $19.7K
|
331
$19.2K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
327New |
$19K - $19.5K
|
327
$18.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
316+ 1.18% |
$18.4K - $18.8K
|
27.1K
$1.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
311+ 1.98% |
$18.1K - $18.5K
|
16K
$926K
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
266+ 0.21% |
$15.4K - $15.8K
|
130K
$7.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
262New |
$15.2K - $15.6K
|
262
$15.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
255+ 5.31% |
$14.8K - $15.2K
|
5.06K
$293K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
207+ 713.79% |
$12K - $12.3K
|
236
$13.7K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
201+ 9.54% |
$11.7K - $12K
|
2.31K
$134K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
200New |
$11.6K - $11.9K
|
200
$11.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
200+ 1.97% |
$11.6K - $11.9K
|
10.4K
$601K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
168+ 53.67% |
$9.76K - $10K
|
481
$27.8K
|