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 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-24.2K- 48.67% |
$1.42M - $1.45M
|
25.6K
$1.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-24.8K- 11.99% |
$1.45M - $1.48M
|
182K
$10.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-24.8K- 27.28% |
$1.45M - $1.49M
|
66.1K
$3.94M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25.4K- 24.71% |
$1.49M - $1.52M
|
77.5K
$4.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-25.6K- 3.34% |
$1.5M - $1.53M
|
741K
$44.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-25.6K- 2.49% |
$1.5M - $1.53M
|
1M
$59.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-26.7K- 11.25% |
$1.56M - $1.6M
|
210K
$12.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-31.3K- 19.38% |
$1.83M - $1.87M
|
130K
$7.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-32K- 5.15% |
$1.88M - $1.92M
|
590K
$35.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-32.1K- 48.0% |
$1.88M - $1.92M
|
34.8K
$2.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-36.3K- 86.12% |
$2.13M - $2.18M
|
5.85K
$349K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-39K- 10.13% |
$2.28M - $2.33M
|
346K
$20.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-39K- 24.21% |
$2.29M - $2.34M
|
122K
$7.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-41.5K- 2.06% |
$2.43M - $2.48M
|
1.97M
$117M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-42.8K- 45.24% |
$2.51M - $2.56M
|
51.8K
$3.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-48.5K- 14.52% |
$2.84M - $2.9M
|
285K
$17M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-49.4K- 40.64% |
$2.9M - $2.96M
|
72.2K
$4.3M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-49.6K- 13.05% |
$2.91M - $2.97M
|
331K
$19.7M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-53.5K- 40.93% |
$3.14M - $3.21M
|
77.3K
$4.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Cliffwater LLC
Marina Del Rey, CA |
SELL
|
- |
-57.8K- 7.52% |
$3.39M - $3.46M
|
710K
$42.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-59.1K- 11.46% |
$3.46M - $3.54M
|
457K
$27.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-59.2K- 57.0% |
$3.47M - $3.55M
|
44.7K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-62.1K- 25.05% |
$3.64M - $3.72M
|
186K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-69.1K- 25.39% |
$4.05M - $4.14M
|
203K
$12.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
SELL
|
- |
-69.4K- 90.93% |
$4.07M - $4.16M
|
6.92K
$413K
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-77.8K- 16.98% |
$4.56M - $4.66M
|
380K
$22.7M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-84.8K- 15.23% |
$4.97M - $5.08M
|
472K
$28.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-111K- 19.97% |
$6.52M - $6.66M
|
446K
$26.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-124K- 21.0% |
$7.29M - $7.44M
|
467K
$27.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-138K- 11.31% |
$8.07M - $8.24M
|
1.08M
$64.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-143K- 45.92% |
$8.39M - $8.57M
|
168K
$10M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-180K- 1.68% |
$10.6M - $10.8M
|
10.5M
$628M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-193K- 39.71% |
$11.3M - $11.6M
|
293K
$17.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-236K- 70.01% |
$13.8M - $14.1M
|
101K
$6.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-283K- 84.61% |
$16.6M - $17M
|
51.5K
$3.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-303K- 46.73% |
$17.7M - $18.1M
|
345K
$20.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-321K- 82.97% |
$18.8M - $19.2M
|
65.8K
$3.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-435K- 13.11% |
$25.5M - $26.1M
|
2.88M
$172M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-499K- 86.02% |
$29.3M - $29.9M
|
81.2K
$4.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-525K- 28.23% |
$30.8M - $31.4M
|
1.33M
$79.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-913K- 99.9% |
$53.5M - $54.7M
|
898
$53.5K
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.05M- 19.09% |
$61.6M - $62.9M
|
4.45M
$265M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.97M- 32.34% |
$116M - $118M
|
4.13M
$246M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-4.19M- 85.8% |
$246M - $251M
|
694K
$41.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.82M- 20.14% |
$283M - $289M
|
19.1M
$1.14B
|