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 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.76K+ 9.81% |
$158K - $162K
|
30.9K
$1.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.71K+ 2.91% |
$155K - $159K
|
95.9K
$5.59M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.7K+ 105.06% |
$154K - $158K
|
5.27K
$307K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.69K+ 14.89% |
$154K - $158K
|
20.8K
$1.21M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2.68KNew |
$153K - $157K
|
2.68K
$156K
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
2.64K+ 6.33% |
$151K - $155K
|
44.4K
$2.59M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.64K+ 35.08% |
$151K - $154K
|
10.2K
$592K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.52K+ 14.94% |
$144K - $147K
|
19.4K
$1.13M
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
2.51K+ 3.17% |
$143K - $147K
|
81.7K
$4.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.48K+ 10.24% |
$142K - $145K
|
26.7K
$1.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
2.47K+ 8.05% |
$141K - $144K
|
33.1K
$1.93M
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.36K+ 18.36% |
$135K - $138K
|
15.2K
$886K
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.35K+ 2.59% |
$134K - $137K
|
92.9K
$5.41M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.34K+ 39.46% |
$134K - $137K
|
8.27K
$482K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.34K+ 37.9% |
$134K - $137K
|
8.5K
$495K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.29K+ 17.94% |
$131K - $134K
|
15K
$875K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.19K+ 72.76% |
$125K - $128K
|
5.2K
$303K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.17K+ 3.98% |
$124K - $127K
|
56.6K
$3.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
1.99K+ 16.14% |
$114K - $117K
|
14.4K
$836K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.98K+ 24.81% |
$113K - $116K
|
9.95K
$580K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.92K+ 52.61% |
$110K - $112K
|
5.58K
$325K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.87K+ 41.53% |
$107K - $110K
|
6.39K
$372K
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
BUY
|
- |
1.83K+ 6.41% |
$105K - $107K
|
30.4K
$1.77M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.78K+ 25.83% |
$102K - $104K
|
8.67K
$505K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.76K+ 2.16% |
$100K - $103K
|
83.1K
$4.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.75K+ 43.49% |
$100K - $103K
|
5.78K
$337K
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
1.75K+ 0.93% |
$100K - $103K
|
191K
$11.1M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.68K+ 42.46% |
$96K - $98.3K
|
5.64K
$328K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.67K+ 11.62% |
$95.3K - $97.6K
|
16K
$933K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.65K+ 40.19% |
$94.2K - $96.5K
|
5.75K
$335K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.6KNew |
$91.2K - $93.4K
|
1.6K
$93K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
1.59K+ 0.5% |
$90.8K - $93K
|
318K
$18.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.45K+ 1.17% |
$82.9K - $84.9K
|
125K
$7.28M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.45K+ 16.49% |
$82.6K - $84.6K
|
10.2K
$595K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.43K+ 3.51% |
$81.9K - $83.9K
|
42.3K
$2.46M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.42K+ 0.65% |
$81.4K - $83.3K
|
222K
$12.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
1.37KNew |
$78.5K - $80.4K
|
1.37K
$80K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.37K+ 6.64% |
$78.1K - $80K
|
21.9K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.36K+ 8.57% |
$77.7K - $79.5K
|
17.2K
$1M
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.27K+ 2.13% |
$72.8K - $74.6K
|
61.2K
$3.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.24K+ 13.62% |
$70.7K - $72.4K
|
10.3K
$601K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.23KNew |
$70.3K - $72K
|
1.23K
$71.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.23K+ 1.04% |
$70.2K - $71.9K
|
119K
$6.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.23K+ 21.24% |
$70.1K - $71.8K
|
7.01K
$408K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.23K+ 127.44% |
$70.1K - $71.8K
|
2.19K
$127K
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
BUY
|
- |
1.2K+ 1.1% |
$68.6K - $70.2K
|
110K
$6.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
1.17K+ 0.81% |
$67.1K - $68.7K
|
145K
$8.47M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.13K+ 14.07% |
$64.3K - $65.9K
|
9.13K
$532K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.12K+ 2.36% |
$63.9K - $65.5K
|
48.6K
$2.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.08KNew |
$61.7K - $63.2K
|
1.08K
$62.9K
|