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
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
184+ 3.76% |
$10.8K - $11K
|
5.08K
$303K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
179+ 0.27% |
$10.5K - $10.7K
|
67.5K
$4.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
170+ 3.0% |
$9.97K - $10.2K
|
5.84K
$348K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
163New |
$9.56K - $9.76K
|
163
$9.71K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
144New |
$8.44K - $8.63K
|
144
$8.58K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
140+ 0.98% |
$8.21K - $8.39K
|
14.5K
$863K
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
138+ 1.3% |
$8.09K - $8.27K
|
10.7K
$639K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
128+ 1.03% |
$7.5K - $7.67K
|
12.5K
$746K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
119+ 2.22% |
$6.98K - $7.13K
|
5.48K
$326K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
113+ 1.56% |
$6.63K - $6.77K
|
7.37K
$439K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
111+ 0.44% |
$6.51K - $6.65K
|
25.3K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
108+ 0.07% |
$6.33K - $6.47K
|
160K
$9.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
107+ 10.92% |
$6.27K - $6.41K
|
1.09K
$64.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
106+ 0.44% |
$6.21K - $6.35K
|
24.4K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
105New |
$6.16K - $6.29K
|
105
$6.26K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
99+ 4950.0% |
$5.8K - $5.93K
|
101
$6.02K
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
96+ 21.57% |
$5.63K - $5.75K
|
541
$32.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
93+ 0.16% |
$5.45K - $5.57K
|
60K
$3.57M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
91+ 13.79% |
$5.34K - $5.45K
|
751
$44.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
86New |
$5.04K - $5.15K
|
86
$5.12K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
80+ 0.98% |
$4.69K - $4.79K
|
8.27K
$493K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
76+ 0.78% |
$4.46K - $4.55K
|
9.83K
$586K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
71+ 0.98% |
$4.16K - $4.25K
|
7.33K
$436K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
68+ 0.11% |
$3.99K - $4.07K
|
63.6K
$3.79M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
66New |
$3.87K - $3.95K
|
66
$3.93K
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
60+ 0.28% |
$3.52K - $3.59K
|
21.4K
$1.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
57+ 1425.0% |
$3.34K - $3.41K
|
61
$3.63K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
57+ 0.99% |
$3.34K - $3.41K
|
5.82K
$347K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
51+ 1.32% |
$2.99K - $3.05K
|
3.9K
$233K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
49+ 0.65% |
$2.87K - $2.94K
|
7.64K
$456K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
47+ 1.04% |
$2.76K - $2.82K
|
4.55K
$271K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
47+ 0.94% |
$2.76K - $2.82K
|
5.03K
$299K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
44+ 0.1% |
$2.58K - $2.64K
|
44.9K
$2.67M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
42+ 10.82% |
$2.46K - $2.52K
|
430
$25.6K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
39+ 0.69% |
$2.29K - $2.34K
|
5.7K
$340K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
33+ 0.48% |
$1.93K - $1.98K
|
6.9K
$411K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
33+ 0.98% |
$1.93K - $1.98K
|
3.41K
$203K
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
29+ 0.69% |
$1.7K - $1.74K
|
4.2K
$251K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
29New |
$1.7K - $1.74K
|
29
$1.73K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
28New |
$1.64K - $1.68K
|
28
$1.67K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
28+ 0.77% |
$1.64K - $1.68K
|
3.68K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
26+ 0.5% |
$1.52K - $1.56K
|
5.22K
$311K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
26+ 16.99% |
$1.52K - $1.56K
|
179
$10.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
26+ 0.48% |
$1.52K - $1.56K
|
5.45K
$325K
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
25+ 0.58% |
$1.47K - $1.5K
|
4.33K
$258K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
25+ 15.06% |
$1.47K - $1.5K
|
191
$11.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
22+ 0.13% |
$1.29K - $1.32K
|
17.5K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
22New |
$1.29K - $1.32K
|
22
$1.31K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
20+ 0.14% |
$1.17K - $1.2K
|
14.8K
$883K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
19+ 0.45% |
$1.11K - $1.14K
|
4.25K
$253K
|