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 15, 2025
Q2 2025
|
Five Pine Wealth Management
Coeur D Alene, ID |
BUY
|
- |
12.9K+ 15.74% |
$754K - $770K
|
94.5K
$5.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
12.5KNew |
$731K - $746K
|
12.5K
$742K
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
12.4K+ 1.25% |
$727K - $743K
|
1M
$59.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
12.4K+ 2.7% |
$726K - $741K
|
470K
$28M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
12.3KNew |
$722K - $738K
|
12.3K
$734K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12.1K+ 26.16% |
$707K - $722K
|
58.1K
$3.46M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
11.9K+ 4.86% |
$699K - $714K
|
257K
$15.3M
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
11.8K+ 5.68% |
$694K - $709K
|
220K
$13.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
11.8K+ 57.6% |
$693K - $708K
|
32.4K
$1.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
11.6K+ 22.41% |
$678K - $693K
|
63.2K
$3.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
11.5K+ 15.0% |
$674K - $689K
|
88.1K
$5.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
11.3KNew |
$665K - $679K
|
11.3K
$676K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
11.2K+ 29.0% |
$657K - $672K
|
49.9K
$2.97M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.2K+ 8.55% |
$656K - $670K
|
142K
$8.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11KNew |
$648K - $662K
|
11K
$658K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
11K+ 68.09% |
$646K - $660K
|
27.2K
$1.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.9KNew |
$640K - $654K
|
10.9K
$651K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10.9K+ 20.55% |
$637K - $651K
|
63.8K
$3.8M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10.9KNew |
$637K - $651K
|
10.9K
$647K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
10.5K+ 6.62% |
$616K - $629K
|
169K
$10.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.4K+ 12.49% |
$612K - $625K
|
94K
$5.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
10.2KNew |
$598K - $611K
|
10.2K
$607K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.1K+ 23.64% |
$595K - $608K
|
53.1K
$3.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
9.83K+ 48.57% |
$576K - $589K
|
30.1K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.79K+ 24.47% |
$574K - $587K
|
49.8K
$2.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
9.77K+ 85.4% |
$573K - $585K
|
21.2K
$1.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
9.75KNew |
$572K - $584K
|
9.75K
$581K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
9.53K+ 54.46% |
$559K - $571K
|
27K
$1.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.52K+ 19.25% |
$558K - $570K
|
59K
$3.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
9.37K+ 4.1% |
$550K - $562K
|
238K
$14.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
9.29K+ 2.51% |
$545K - $556K
|
380K
$22.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
9.26K+ 13.09% |
$543K - $555K
|
80K
$4.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
9.25K+ 3.42% |
$543K - $554K
|
280K
$16.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
9.09K+ 11.14% |
$533K - $544K
|
90.6K
$5.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
9.03K+ 2.72% |
$529K - $541K
|
341K
$20.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
8.9K+ 4.89% |
$522K - $533K
|
191K
$11.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
8.87K+ 45.1% |
$520K - $531K
|
28.5K
$1.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
8.86KNew |
$520K - $531K
|
8.86K
$528K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.86K+ 9.57% |
$519K - $531K
|
101K
$6.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8.78K+ 61.05% |
$515K - $526K
|
23.2K
$1.38M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.75K+ 9.13% |
$513K - $524K
|
105K
$6.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
8.68K+ 99.95% |
$509K - $520K
|
17.4K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
8.52K+ 89.6% |
$500K - $511K
|
18K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
8.37K+ 196.39% |
$491K - $502K
|
12.6K
$753K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
8.37K+ 15.85% |
$491K - $501K
|
61.2K
$3.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.36K+ 26.98% |
$490K - $501K
|
39.4K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
8.35K+ 53.35% |
$489K - $500K
|
24K
$1.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.29K+ 22.18% |
$486K - $497K
|
45.7K
$2.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8.24KNew |
$483K - $493K
|
8.24K
$491K
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
8.17K+ 5.3% |
$479K - $490K
|
162K
$9.67M
|