Purchases and Sales Made in Q2 2024 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.43K- 2.94% |
$196K - $201K
|
113K
$6.61M
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-3.5K- 16.55% |
$200K - $205K
|
17.7K
$1.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-3.54K- 3.8% |
$202K - $207K
|
89.4K
$5.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-3.59K- 31.59% |
$205K - $210K
|
7.77K
$453K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.61K- 1.51% |
$206K - $211K
|
235K
$13.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.63K- 9.13% |
$207K - $212K
|
36.1K
$2.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-3.64K- 0.41% |
$208K - $213K
|
895K
$52.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-3.77K- 41.12% |
$216K - $221K
|
5.41K
$315K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.19K- 25.03% |
$239K - $245K
|
12.5K
$730K
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-4.27K- 9.03% |
$244K - $250K
|
43K
$2.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4.44K- 97.69% |
$254K - $260K
|
105
$6.12K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.64K- 7.19% |
$265K - $272K
|
59.9K
$3.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.71K- 21.85% |
$269K - $276K
|
16.9K
$982K
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-4.73K- 42.26% |
$270K - $277K
|
6.46K
$376K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.78K- 80.25% |
$273K - $280K
|
1.18K
$68.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-5.5K- 11.59% |
$314K - $322K
|
42K
$2.45M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-6.01K- 48.29% |
$344K - $352K
|
6.44K
$375K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.18K- 10.31% |
$353K - $362K
|
53.8K
$3.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.58K- 63.41% |
$376K - $385K
|
3.8K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-6.9K- 7.61% |
$394K - $404K
|
83.8K
$4.88M
|
|
|
Jul 29, 2024
Q2 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-6.91K- 5.23% |
$395K - $404K
|
125K
$7.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.03K- 34.17% |
$402K - $411K
|
13.5K
$789K
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-7.09K- 37.67% |
$405K - $415K
|
11.7K
$683K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-7.27K- 11.16% |
$415K - $425K
|
57.8K
$3.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7.51K- 43.11% |
$429K - $439K
|
9.91K
$577K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-7.94K- 50.46% |
$453K - $464K
|
7.79K
$454K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-8.04K- 41.14% |
$459K - $471K
|
11.5K
$670K
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-8.67K- 8.51% |
$496K - $508K
|
93.3K
$5.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-8.88K- 52.08% |
$508K - $520K
|
8.17K
$476K
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-8.98K- 10.55% |
$513K - $525K
|
76.1K
$4.43M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10.1K- 0.27% |
$574K - $588K
|
3.72M
$217M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-10.2K- 34.54% |
$581K - $595K
|
19.3K
$1.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-10.8K- 8.79% |
$617K - $632K
|
112K
$6.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.8K- 19.57% |
$619K - $634K
|
44.5K
$2.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-12.1K- 12.83% |
$689K - $706K
|
82K
$4.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-12.1K- 1.75% |
$693K - $710K
|
681K
$39.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-12.3K- 42.32% |
$704K - $722K
|
16.8K
$979K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-12.6K- 25.7% |
$720K - $738K
|
36.4K
$2.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-13.6K- 42.63% |
$777K - $796K
|
18.3K
$1.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-13.7K- 46.0% |
$782K - $801K
|
16.1K
$935K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-13.7K- 89.3% |
$784K - $803K
|
1.65K
$95.8K
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-13.9K- 55.4% |
$794K - $813K
|
11.2K
$651K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-14.2K- 63.28% |
$810K - $829K
|
8.22K
$479K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-14.3K- 67.69% |
$817K - $836K
|
6.82K
$397K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-14.4K- 50.62% |
$822K - $842K
|
14K
$817K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-14.4K- 27.4% |
$823K - $843K
|
38.2K
$2.22M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-14.7K- 0.15% |
$838K - $858K
|
9.76M
$569M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-16K- 16.95% |
$912K - $934K
|
78.2K
$4.56M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-17.8K- 95.98% |
$1.02M - $1.04M
|
746
$43.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-17.9K- 20.57% |
$1.02M - $1.05M
|
69.2K
$4.03M
|