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 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-303K- 46.73% |
$17.7M - $18.1M
|
345K
$20.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-321K- 82.97% |
$18.8M - $19.2M
|
65.8K
$3.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-435K- 13.11% |
$25.5M - $26.1M
|
2.88M
$174M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-499K- 86.02% |
$29.3M - $29.9M
|
81.2K
$4.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-525K- 28.23% |
$30.8M - $31.4M
|
1.33M
$80.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-913K- 99.9% |
$53.5M - $54.7M
|
898
$54.1K
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.05M- 19.09% |
$61.6M - $62.9M
|
4.45M
$268M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.97M- 32.34% |
$116M - $118M
|
4.13M
$249M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.81M- 50.0% |
$165M - $168M
|
2.81M
$169M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-4.19M- 85.8% |
$246M - $251M
|
694K
$41.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.82M- 20.14% |
$283M - $289M
|
19.1M
$1.15B
|