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 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
998+ 6.11% |
$58.5K - $59.8K
|
17.3K
$1.04M
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
991+ 5.96% |
$58.1K - $59.4K
|
17.6K
$1.06M
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
938+ 5.02% |
$55K - $56.2K
|
19.6K
$1.18M
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
915+ 18.53% |
$53.6K - $54.8K
|
5.85K
$352K
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
879+ 4.76% |
$51.5K - $52.7K
|
19.3K
$1.16M
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
875+ 41.69% |
$51.3K - $52.4K
|
2.97K
$179K
|
|
Aug 12, 2025
Q2 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
860+ 0.84% |
$50.4K - $51.5K
|
103K
$6.18M
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
843+ 6.62% |
$49.4K - $50.5K
|
13.6K
$817K
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
839+ 10.27% |
$49.2K - $50.3K
|
9.01K
$542K
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
831+ 67.34% |
$48.7K - $49.8K
|
2.07K
$124K
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
829+ 81.59% |
$48.6K - $49.7K
|
1.85K
$111K
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
813New |
$47.7K - $48.7K
|
813
$48.9K
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
776+ 9.15% |
$45.5K - $46.5K
|
9.26K
$557K
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
767New |
$45K - $45.9K
|
767
$46.2K
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
751+ 3.36% |
$44K - $45K
|
23.1K
$1.39M
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
738New |
$43.3K - $44.2K
|
738
$44.4K
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
723+ 8.4% |
$42.4K - $43.3K
|
9.33K
$562K
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
692+ 39.5% |
$40.6K - $41.5K
|
2.44K
$147K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
691+ 3.28% |
$40.5K - $41.4K
|
21.8K
$1.31M
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
636+ 12.5% |
$37.3K - $38.1K
|
5.72K
$345K
|
|
Aug 15, 2025
Q2 2025
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
632+ 1.17% |
$37.1K - $37.9K
|
54.5K
$3.28M
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
620+ 1.52% |
$36.4K - $37.1K
|
41.4K
$2.49M
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
602+ 0.34% |
$35.3K - $36.1K
|
175K
$10.6M
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
585+ 17.1% |
$34.3K - $35K
|
4.01K
$241K
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
580+ 707.32% |
$34K - $34.7K
|
662
$39.9K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
569New |
$33.4K - $34.1K
|
569
$34.3K
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
547+ 8.07% |
$32.1K - $32.8K
|
7.32K
$441K
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
515+ 46.06% |
$30.2K - $30.8K
|
1.63K
$98.3K
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
500+ 12.47% |
$29.3K - $30K
|
4.51K
$272K
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
486+ 12.55% |
$28.5K - $29.1K
|
4.36K
$262K
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
463+ 3.28% |
$27.1K - $27.7K
|
14.6K
$879K
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
458+ 9.17% |
$26.9K - $27.4K
|
5.45K
$328K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
452+ 0.41% |
$26.5K - $27.1K
|
112K
$6.74M
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
450+ 703.13% |
$26.4K - $27K
|
514
$30.9K
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
437+ 0.87% |
$25.6K - $26.2K
|
50.9K
$3.07M
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
422New |
$24.7K - $25.3K
|
422
$25.4K
|
|
Jul 30, 2025
Q2 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
402+ 0.15% |
$23.6K - $24.1K
|
262K
$15.8M
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
396New |
$23.2K - $23.7K
|
396
$23.8K
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
378+ 3.38% |
$22.2K - $22.6K
|
11.6K
$695K
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
353+ 6.8% |
$20.7K - $21.1K
|
5.55K
$334K
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
352+ 0.65% |
$20.6K - $21.1K
|
54.1K
$3.26M
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
352New |
$20.6K - $21.1K
|
352
$21.2K
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
348New |
$20.4K - $20.8K
|
348
$20.9K
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
330New |
$19.3K - $19.8K
|
330
$19.9K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
317+ 1.61% |
$18.6K - $19K
|
20K
$1.21M
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
316+ 4.72% |
$18.5K - $18.9K
|
7.02K
$422K
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
311+ 0.53% |
$18.2K - $18.6K
|
58.6K
$3.53M
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
283+ 0.69% |
$16.6K - $17K
|
41.4K
$2.49M
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
269New |
$15.8K - $16.1K
|
269
$16.2K
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
268+ 17.78% |
$15.7K - $16.1K
|
1.78K
$107K
|