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 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
5.84K+ 113.74% |
$333K - $342K
|
11K
$639K
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.81KNew |
$332K - $340K
|
5.81K
$338K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
5.66K+ 37.69% |
$323K - $331K
|
20.7K
$1.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
5.62K+ 9.31% |
$321K - $329K
|
66K
$3.84M
|
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
BUY
|
- |
5.52K+ 2.33% |
$316K - $323K
|
243K
$14.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
5.5KNew |
$314K - $322K
|
5.5K
$321K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
5.36K+ 6.16% |
$306K - $314K
|
92.4K
$5.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.34K+ 10.97% |
$305K - $312K
|
54K
$3.15M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5.3K+ 12.81% |
$303K - $310K
|
46.7K
$2.72M
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
5.22K+ 6.96% |
$298K - $306K
|
80.2K
$4.67M
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
5.2K+ 2.82% |
$297K - $304K
|
190K
$11.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.19KNew |
$297K - $304K
|
5.19K
$303K
|
|
|
Aug 08, 2024
Q2 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
5.18K+ 8.47% |
$296K - $303K
|
66.2K
$3.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
5.15K+ 16.28% |
$294K - $301K
|
36.8K
$2.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.09K+ 5.9% |
$291K - $298K
|
91.4K
$5.32M
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.92KNew |
$281K - $288K
|
4.92K
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.84KNew |
$276K - $283K
|
4.84K
$282K
|
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
4.8K+ 2.72% |
$274K - $281K
|
181K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
4.62KNew |
$264K - $270K
|
4.62K
$269K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.55KNew |
$260K - $266K
|
4.55K
$265K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.45K+ 11.83% |
$254K - $261K
|
42.1K
$2.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
4.45K+ 11.44% |
$254K - $261K
|
43.4K
$2.53M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.44KNew |
$254K - $260K
|
4.44K
$259K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.43K+ 35.54% |
$253K - $259K
|
16.9K
$984K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.34K+ 13.5% |
$248K - $254K
|
36.5K
$2.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.27K+ 6.25% |
$244K - $250K
|
72.6K
$4.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
4.26K+ 4.54% |
$244K - $250K
|
98.2K
$5.72M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
4.23K+ 0.92% |
$242K - $248K
|
466K
$27.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
4.2K+ 560.0% |
$240K - $246K
|
4.95K
$288K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
4.19K+ 20.8% |
$239K - $245K
|
24.3K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.14K+ 0.98% |
$237K - $242K
|
429K
$25M
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
4.11KNew |
$235K - $240K
|
4.11K
$239K
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.09K+ 7.47% |
$234K - $239K
|
58.9K
$3.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.98K+ 12.99% |
$227K - $233K
|
34.6K
$2.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.96K+ 8.15% |
$226K - $232K
|
52.5K
$3.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
3.94K+ 3.54% |
$225K - $231K
|
115K
$6.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
BUY
|
- |
3.87K+ 3.24% |
$221K - $226K
|
123K
$7.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.82K+ 4.34% |
$218K - $223K
|
91.8K
$5.35M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
3.79K+ 3.29% |
$216K - $222K
|
119K
$6.92M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.7K+ 4.28% |
$211K - $217K
|
90.1K
$5.25M
|
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3.69K+ 30.48% |
$211K - $216K
|
15.8K
$920K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.6KNew |
$206K - $211K
|
3.6K
$210K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.54KNew |
$202K - $207K
|
3.54K
$206K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.44K+ 2.4% |
$196K - $201K
|
147K
$8.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.43KNew |
$196K - $201K
|
3.43K
$200K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.38K+ 3.05% |
$193K - $198K
|
114K
$6.65M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.3K+ 96.21% |
$189K - $193K
|
6.73K
$392K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.1K+ 5.38% |
$177K - $181K
|
60.7K
$3.54M
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
3.05K+ 5.0% |
$174K - $178K
|
64K
$3.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2.9K+ 2.64% |
$166K - $170K
|
113K
$6.57M
|