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 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.05K+ 21.71% |
$60K - $61.5K
|
5.89K
$343K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.04K+ 3.57% |
$59.4K - $60.9K
|
30.2K
$1.76M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1K+ 1.34% |
$57.4K - $58.8K
|
75.7K
$4.41M
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1K+ 5.69% |
$57.1K - $58.5K
|
18.6K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
972+ 661.22% |
$55.5K - $56.9K
|
1.12K
$65.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
953+ 10.32% |
$54.5K - $55.8K
|
10.2K
$593K
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
923+ 1.34% |
$52.7K - $54K
|
69.7K
$4.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Shayne & Co., LLC
|
BUY
|
- |
900+ 7.48% |
$51.4K - $52.7K
|
12.9K
$753K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
878+ 2.62% |
$50.2K - $51.4K
|
34.3K
$2M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
862New |
$49.3K - $50.5K
|
862
$50.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
862+ 4.27% |
$49.3K - $50.5K
|
21K
$1.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
842+ 19.19% |
$48.1K - $49.3K
|
5.23K
$305K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
806+ 7.09% |
$46.1K - $47.2K
|
12.2K
$709K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
793+ 424.06% |
$45.3K - $46.4K
|
980
$57.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
784+ 0.95% |
$44.8K - $45.9K
|
83K
$4.84M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
747New |
$42.7K - $43.7K
|
747
$43.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
656+ 3.42% |
$37.5K - $38.4K
|
19.8K
$1.15M
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
654+ 10.97% |
$37.4K - $38.3K
|
6.61K
$385K
|
|
|
Jul 24, 2024
Q2 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
651+ 7.77% |
$37.2K - $38.1K
|
9.03K
$526K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
623New |
$35.6K - $36.5K
|
623
$36.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
619+ 16.78% |
$35.4K - $36.2K
|
4.31K
$251K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
612New |
$35K - $35.8K
|
612
$35.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
606+ 0.79% |
$34.6K - $35.5K
|
77.5K
$4.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
605+ 1.93% |
$34.6K - $35.4K
|
32K
$1.86M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
605+ 230.92% |
$34.6K - $35.4K
|
867
$50.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
597+ 12.71% |
$34.1K - $34.9K
|
5.3K
$308K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
594New |
$33.9K - $34.8K
|
594
$34.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
583+ 5.4% |
$33.3K - $34.1K
|
11.4K
$663K
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
557+ 2.57% |
$31.8K - $32.6K
|
22.2K
$1.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
554+ 3.02% |
$31.7K - $32.4K
|
18.9K
$1.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
553+ 3072.22% |
$31.6K - $32.4K
|
571
$33.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
550+ 1.14% |
$31.4K - $32.2K
|
48.8K
$2.84M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
536New |
$30.6K - $31.4K
|
536
$31.2K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
531New |
$30.3K - $31.1K
|
531
$30.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
531+ 1.64% |
$30.3K - $31.1K
|
33K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
527+ 3.06% |
$30.1K - $30.8K
|
17.8K
$1.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
500+ 1.91% |
$28.6K - $29.3K
|
26.7K
$1.56M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
486+ 4.5% |
$27.8K - $28.4K
|
11.3K
$657K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
485+ 1672.41% |
$27.7K - $28.4K
|
514
$29.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
482+ 1.38% |
$27.5K - $28.2K
|
35.5K
$2.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
BUY
|
- |
461+ 6.36% |
$26.3K - $27K
|
7.72K
$449K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
442+ 29.64% |
$25.3K - $25.9K
|
1.93K
$113K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
439+ 21.85% |
$25.1K - $25.7K
|
2.45K
$143K
|
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
430+ 2.38% |
$24.6K - $25.2K
|
18.5K
$1.08M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
345New |
$19.7K - $20.2K
|
345
$20.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
340+ 0.56% |
$19.4K - $19.9K
|
61.2K
$3.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
326+ 4.33% |
$18.6K - $19.1K
|
7.85K
$457K
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
316+ 2.69% |
$18.1K - $18.5K
|
12K
$702K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
292+ 6.83% |
$16.7K - $17.1K
|
4.57K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
285+ 4.71% |
$16.3K - $16.7K
|
6.34K
$369K
|