Purchases and Sales Made in Q3 2024 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-13K- 34.15% |
$753K - $793K
|
25.1K
$1.49M
|
|
|
Jan 14, 2025
Q3 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-14.2K- 6.1% |
$820K - $863K
|
218K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-15.2K- 20.01% |
$876K - $921K
|
60.6K
$3.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-16.8K- 81.15% |
$968K - $1.02M
|
3.89K
$230K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-18.1K- 38.23% |
$1.05M - $1.1M
|
29.3K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-21.4K- 21.47% |
$1.24M - $1.3M
|
78.3K
$4.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-27.1K- 4.37% |
$1.57M - $1.65M
|
592K
$35.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-30.3K- 3.87% |
$1.75M - $1.84M
|
753K
$44.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-33.5K- 2.85% |
$1.94M - $2.04M
|
1.14M
$67.5M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35.3K- 31.85% |
$2.04M - $2.15M
|
75.5K
$4.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-41.3K- 8.85% |
$2.39M - $2.51M
|
425K
$25.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-60.9K- 78.69% |
$3.52M - $3.7M
|
16.5K
$977K
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-63.4K- 49.33% |
$3.66M - $3.85M
|
65.1K
$3.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-63.5K- 81.99% |
$3.67M - $3.86M
|
14K
$826K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-73.5K- 3.46% |
$4.25M - $4.47M
|
2.05M
$121M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-77.5K- 48.54% |
$4.48M - $4.71M
|
82.1K
$4.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-86.5K- 77.14% |
$5M - $5.26M
|
25.6K
$1.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-102K- 41.42% |
$5.88M - $6.18M
|
144K
$8.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-112K- 13.93% |
$6.48M - $6.82M
|
693K
$41M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-113K- 27.72% |
$6.51M - $6.85M
|
294K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-140K- 9.54% |
$8.12M - $8.54M
|
1.33M
$78.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-176K- 35.51% |
$10.2M - $10.7M
|
319K
$18.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-181K- 95.54% |
$10.5M - $11M
|
8.47K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-300K- 5.17% |
$17.3M - $18.2M
|
5.5M
$326M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-346K- 90.76% |
$20M - $21M
|
35.2K
$2.09M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-904K- 39.81% |
$52.2M - $55M
|
1.37M
$80.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.13M- 15.05% |
$65.5M - $68.9M
|
6.4M
$379M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.16M- 31.29% |
$67.3M - $70.8M
|
2.56M
$151M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.28M- 55.02% |
$132M - $138M
|
1.86M
$110M
|