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
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
67.5K+ 13.82% |
$3.96M - $4.04M
|
556K
$33.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
65.8K+ 3.03% |
$3.86M - $3.94M
|
2.24M
$133M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
62.7KNew |
$3.68M - $3.76M
|
62.7K
$3.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
61.1K+ 150.99% |
$3.58M - $3.66M
|
101K
$6.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
60.7K+ 2.48% |
$3.56M - $3.64M
|
2.51M
$149M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
59.5K+ 3884.33% |
$3.49M - $3.56M
|
61K
$3.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
59.4K+ 229.33% |
$3.49M - $3.56M
|
85.4K
$5.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
56.7K+ 20.25% |
$3.32M - $3.39M
|
337K
$20.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
56K+ 30.69% |
$3.28M - $3.35M
|
238K
$14.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
55.2K+ 28.0% |
$3.23M - $3.3M
|
252K
$15M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
55.1K+ 22.16% |
$3.23M - $3.3M
|
304K
$18.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
54.7K+ 31.7% |
$3.2M - $3.27M
|
227K
$13.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
54.4K+ 3.1% |
$3.19M - $3.26M
|
1.81M
$108M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
52.5K+ 21.29% |
$3.08M - $3.14M
|
299K
$17.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
52.1K+ 0.96% |
$3.06M - $3.12M
|
5.48M
$327M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
49.6K+ 138.43% |
$2.91M - $2.97M
|
85.4K
$5.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
49.5KNew |
$2.9M - $2.96M
|
49.5K
$2.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
49.1K+ 273.31% |
$2.88M - $2.94M
|
67.1K
$4M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
47.9K+ 12.44% |
$2.81M - $2.87M
|
433K
$25.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
44.8KNew |
$2.62M - $2.68M
|
44.8K
$2.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
42.6KNew |
$2.5M - $2.55M
|
42.6K
$2.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
40.9KNew |
$2.4M - $2.45M
|
40.9K
$2.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
40.4K+ 61.51% |
$2.37M - $2.42M
|
106K
$6.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
39.1K+ 56.63% |
$2.3M - $2.35M
|
108K
$6.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
39K+ 1.78% |
$2.28M - $2.33M
|
2.23M
$133M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
38.9K+ 17.22% |
$2.28M - $2.33M
|
265K
$15.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.8K+ 2.98% |
$2.28M - $2.33M
|
1.34M
$80.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
38.3KNew |
$2.25M - $2.29M
|
38.3K
$2.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
37.9K+ 33.38% |
$2.22M - $2.27M
|
151K
$9.01M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
37.3K+ 14.0% |
$2.19M - $2.24M
|
304K
$18.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
36.9K+ 6.34% |
$2.17M - $2.21M
|
619K
$36.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
36.8K+ 27.26% |
$2.16M - $2.2M
|
172K
$10.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
36.7K+ 7.91% |
$2.15M - $2.2M
|
501K
$29.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
36.2K+ 3.34% |
$2.12M - $2.17M
|
1.12M
$66.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
36.1K+ 998.06% |
$2.11M - $2.16M
|
39.7K
$2.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
35.8K+ 4.05% |
$2.1M - $2.14M
|
919K
$54.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
35.4K+ 35.29% |
$2.08M - $2.12M
|
136K
$8.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
35.2K+ 3.88% |
$2.06M - $2.11M
|
943K
$56.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
34.9K+ 3.24% |
$2.04M - $2.09M
|
1.11M
$66.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
34.4K+ 26.43% |
$2.01M - $2.06M
|
164K
$9.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
34K+ 2.29% |
$1.99M - $2.04M
|
1.52M
$90.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
33.6K+ 5.57% |
$1.97M - $2.01M
|
636K
$37.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
31.6K+ 6.03% |
$1.86M - $1.9M
|
556K
$33.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
31.5K+ 8.25% |
$1.85M - $1.89M
|
414K
$24.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
29.7K+ 4.0% |
$1.74M - $1.78M
|
771K
$45.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29.1K+ 57.39% |
$1.71M - $1.74M
|
79.9K
$4.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
28.1KNew |
$1.65M - $1.68M
|
28.1K
$1.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Croban
Fremont, OH |
BUY
|
- |
26.8K+ 169.08% |
$1.57M - $1.6M
|
42.6K
$2.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
25.6K+ 2.56% |
$1.5M - $1.54M
|
1.03M
$61.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
25.2K+ 6.19% |
$1.48M - $1.51M
|
433K
$25.8M
|