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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.5K- 44.95% |
$264K - $270K
|
5.51K
$329K
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
SELL
|
- |
-4.51K- 12.66% |
$265K - $270K
|
31.1K
$1.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-4.69K- 3.51% |
$275K - $281K
|
129K
$7.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
SELL
|
- |
-4.73K- 8.96% |
$277K - $283K
|
48K
$2.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-4.82K- 2.71% |
$283K - $289K
|
173K
$10.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.87K- 4.65% |
$286K - $292K
|
100K
$5.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5.72K- 62.98% |
$335K - $343K
|
3.36K
$200K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-6.11K- 0.14% |
$358K - $366K
|
4.23M
$252M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-6.14K- 32.48% |
$360K - $368K
|
12.8K
$760K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-6.41K- 23.89% |
$376K - $384K
|
20.4K
$1.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-6.84K- 49.04% |
$401K - $410K
|
7.11K
$423K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-6.91K- 35.14% |
$405K - $414K
|
12.7K
$760K
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-7.57K- 36.57% |
$444K - $454K
|
13.1K
$783K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-7.86K- 88.76% |
$461K - $471K
|
996
$59.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-8.04K- 2.74% |
$471K - $482K
|
285K
$17M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.11K- 6.44% |
$476K - $486K
|
118K
$7.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.58K- 8.13% |
$503K - $514K
|
96.9K
$5.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-8.86K- 55.99% |
$519K - $531K
|
6.96K
$415K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-8.91K- 50.31% |
$522K - $534K
|
8.8K
$524K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-9.03K- 9.86% |
$530K - $541K
|
82.6K
$4.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Advisors, LLC
|
SELL
|
- |
-9.18K- 1.66% |
$538K - $550K
|
543K
$32.4M
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-9.4K- 7.05% |
$551K - $563K
|
124K
$7.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-9.75K- 26.76% |
$571K - $584K
|
26.7K
$1.59M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-10.6K- 4.42% |
$619K - $632K
|
228K
$13.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-10.6K- 66.67% |
$620K - $634K
|
5.29K
$315K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-11K- 12.28% |
$646K - $660K
|
78.7K
$4.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-11.3K- 39.55% |
$664K - $679K
|
17.3K
$1.03M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-11.5K- 24.14% |
$674K - $689K
|
36.1K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-11.7K- 20.54% |
$685K - $700K
|
45.2K
$2.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12K- 20.79% |
$704K - $719K
|
45.8K
$2.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-12K- 3.91% |
$704K - $720K
|
295K
$17.6M
|
|
|
Aug 13, 2025
Q2 2025
|
United Wealth Management, LLC
Charlottesville, VA |
SELL
|
- |
-12.9K- 3.68% |
$755K - $771K
|
337K
$20.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-13.2K- 19.66% |
$775K - $792K
|
54K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.2K- 31.47% |
$833K - $851K
|
30.9K
$1.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-16.6K- 2.53% |
$973K - $994K
|
640K
$38.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.9K- 65.92% |
$990K - $1.01M
|
8.73K
$520K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-17.8K- 62.13% |
$1.04M - $1.07M
|
10.8K
$646K
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-18.2K- 3.19% |
$1.07M - $1.09M
|
553K
$33M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-18.4K- 19.93% |
$1.08M - $1.1M
|
73.7K
$4.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-18.4K- 17.26% |
$1.08M - $1.1M
|
88.2K
$5.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-18.7K- 15.5% |
$1.1M - $1.12M
|
102K
$6.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-19.6K- 2.98% |
$1.15M - $1.18M
|
640K
$38.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-20.5K- 7.59% |
$1.2M - $1.23M
|
250K
$14.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-21.4K- 27.66% |
$1.26M - $1.28M
|
56K
$3.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-21.5K- 7.62% |
$1.26M - $1.29M
|
261K
$15.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-21.8K- 5.5% |
$1.28M - $1.3M
|
374K
$22.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-22K- 12.0% |
$1.29M - $1.32M
|
162K
$9.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-22.5K- 26.62% |
$1.32M - $1.35M
|
62.1K
$3.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-24.2K- 13.23% |
$1.42M - $1.45M
|
159K
$9.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-24.2K- 8.0% |
$1.42M - $1.45M
|
279K
$16.6M
|