Purchases and Sales Made in Q2 2025 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q2 2025. 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 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.49K- 13.61% |
$87.4K - $89.3K
|
9.46K
$564K
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-1.5K- 9.7% |
$88K - $89.9K
|
14K
$833K
|
|
|
Aug 12, 2025
Q2 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-1.53K- 0.98% |
$89.6K - $91.5K
|
155K
$9.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.55K- 3.97% |
$90.7K - $92.7K
|
37.5K
$2.23M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-1.55K- 74.66% |
$90.9K - $92.8K
|
526
$31.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.57K- 31.79% |
$92.1K - $94.1K
|
3.37K
$201K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.59K- 8.36% |
$93.3K - $95.4K
|
17.4K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.6K- 6.68% |
$93.9K - $95.9K
|
22.4K
$1.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-1.68K- 1.57% |
$98.6K - $101K
|
105K
$6.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.69K- 36.58% |
$98.9K - $101K
|
2.92K
$174K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.71K- 11.23% |
$100K - $103K
|
13.5K
$807K
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.82K- 2.05% |
$106K - $109K
|
86.5K
$5.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.83K- 9.64% |
$107K - $110K
|
17.2K
$1.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.84K- 5.5% |
$108K - $110K
|
31.7K
$1.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.01K- 32.13% |
$118K - $120K
|
4.24K
$252K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-2.01K- 3.47% |
$118K - $121K
|
56.1K
$3.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-2.15K- 23.73% |
$126K - $129K
|
6.91K
$412K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.16K- 20.45% |
$127K - $130K
|
8.41K
$501K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.18K- 6.88% |
$128K - $131K
|
29.5K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.23K- 2.79% |
$130K - $133K
|
77.4K
$4.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.31K- 9.45% |
$135K - $138K
|
22.1K
$1.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.38K- 19.26% |
$139K - $143K
|
9.98K
$594K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.49K- 11.0% |
$146K - $149K
|
20.1K
$1.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.59K- 7.37% |
$152K - $155K
|
32.5K
$1.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-2.59K- 3.47% |
$152K - $155K
|
72K
$4.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.59K- 34.41% |
$152K - $155K
|
4.93K
$294K
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-2.64K- 18.37% |
$155K - $158K
|
11.7K
$698K
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.69K- 9.09% |
$158K - $161K
|
26.9K
$1.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-2.77K- 2.92% |
$162K - $166K
|
92K
$5.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.94K- 7.59% |
$173K - $176K
|
35.8K
$2.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-3.04K- 0.53% |
$178K - $182K
|
568K
$33.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.06K- 7.22% |
$180K - $183K
|
39.3K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-3.07K- 5.1% |
$180K - $184K
|
57.1K
$3.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-3.13K- 4.39% |
$183K - $187K
|
68.1K
$4.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-3.16K- 18.42% |
$185K - $189K
|
14K
$833K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.17K- 3.32% |
$186K - $190K
|
92.3K
$5.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-3.17K- 96.82% |
$186K - $190K
|
104
$6.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.24K- 76.17% |
$190K - $194K
|
1.02K
$60.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
SELL
|
- |
-3.28K- 2.25% |
$192K - $196K
|
142K
$8.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-3.32K- 8.4% |
$195K - $199K
|
36.2K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.52K- 19.63% |
$206K - $211K
|
14.4K
$858K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.54K- 74.09% |
$208K - $212K
|
1.24K
$73.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.58K- 7.37% |
$210K - $214K
|
45K
$2.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.6K- 8.74% |
$211K - $216K
|
37.6K
$2.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-3.63K- 3.96% |
$213K - $217K
|
88.1K
$5.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-3.82K- 39.94% |
$224K - $229K
|
5.74K
$342K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-4.13K- 3.95% |
$242K - $247K
|
100K
$5.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-4.25K- 4.9% |
$249K - $255K
|
82.5K
$4.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-4.27K- 0.68% |
$250K - $256K
|
622K
$37.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.43K- 7.87% |
$260K - $265K
|
51.8K
$3.09M
|