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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
25.1K+ 9.61% |
$1.43M - $1.47M
|
286K
$16.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24.6K+ 40.6% |
$1.41M - $1.44M
|
85.3K
$4.97M
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
24.6K+ 36.74% |
$1.4M - $1.44M
|
91.5K
$5.33M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
24.3K+ 264.76% |
$1.39M - $1.42M
|
33.4K
$1.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
24.1K+ 35.91% |
$1.38M - $1.41M
|
91.2K
$5.32M
|
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
24.1K+ 15.29% |
$1.38M - $1.41M
|
182K
$10.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
24K+ 13.08% |
$1.37M - $1.41M
|
208K
$12.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
23.7K+ 2.4% |
$1.36M - $1.39M
|
1.01M
$59M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
23.5K+ 20.0% |
$1.34M - $1.38M
|
141K
$8.22M
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
23.4K+ 26.75% |
$1.34M - $1.37M
|
111K
$6.45M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
22.8K+ 37.58% |
$1.3M - $1.33M
|
83.4K
$4.86M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
22.5KNew |
$1.29M - $1.32M
|
22.5K
$1.31M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
22.2KNew |
$1.27M - $1.3M
|
22.2K
$1.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
21.3KNew |
$1.22M - $1.25M
|
21.3K
$1.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
21.3K+ 19.73% |
$1.22M - $1.25M
|
129K
$7.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
21.3K+ 81.3% |
$1.22M - $1.24M
|
47.4K
$2.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
21KNew |
$1.2M - $1.23M
|
21K
$1.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
21K+ 11.83% |
$1.2M - $1.23M
|
199K
$11.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
20.9KNew |
$1.2M - $1.22M
|
20.9K
$1.22M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
20.5KNew |
$1.17M - $1.2M
|
20.5K
$1.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.1K+ 11.75% |
$1.15M - $1.18M
|
191K
$11.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
18.9K+ 10.23% |
$1.08M - $1.11M
|
204K
$11.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
18.7K+ 3.74% |
$1.07M - $1.09M
|
519K
$30.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
18.6KNew |
$1.06M - $1.09M
|
18.6K
$1.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
18.3K+ 7.6% |
$1.04M - $1.07M
|
258K
$15.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.8K+ 6.2% |
$1.02M - $1.04M
|
305K
$17.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17.6K+ 10.55% |
$1.01M - $1.03M
|
185K
$10.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
17.6KNew |
$1.01M - $1.03M
|
17.6K
$1.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
17.5K+ 17.49% |
$1M - $1.03M
|
118K
$6.86M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
17.3K+ 28.19% |
$989K - $1.01M
|
78.7K
$4.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
16K+ 7.05% |
$916K - $939K
|
243K
$14.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
15.6K+ 6.51% |
$892K - $914K
|
255K
$14.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
15.5K+ 11.47% |
$888K - $910K
|
151K
$8.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15.2K+ 14.51% |
$869K - $890K
|
120K
$6.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
15.2KNew |
$869K - $890K
|
15.2K
$886K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
14.8KNew |
$845K - $865K
|
14.8K
$861K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
14.6K+ 17.16% |
$834K - $855K
|
99.7K
$5.81M
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
14.5K+ 4.43% |
$826K - $846K
|
341K
$19.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
14.1K+ 7.73% |
$806K - $826K
|
197K
$11.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
14.1K+ 6.5% |
$804K - $823K
|
231K
$13.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
13.8K+ 7.91% |
$788K - $807K
|
188K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
13.8K+ 6.63% |
$786K - $805K
|
221K
$12.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.5K+ 18.5% |
$774K - $793K
|
86.8K
$5.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
13.1K+ 3.96% |
$751K - $769K
|
345K
$20.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.9K+ 4.2% |
$736K - $754K
|
320K
$18.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
12.9K+ 5.71% |
$734K - $752K
|
238K
$13.9M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
12.5K+ 3.5% |
$716K - $733K
|
370K
$21.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
12.5K+ 2.87% |
$715K - $733K
|
449K
$26.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
12.4K+ 2.51% |
$708K - $725K
|
506K
$29.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12.2K+ 46.47% |
$698K - $715K
|
38.5K
$2.24M
|