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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.06K+ 42.64% |
$119K - $125K
|
6.9K
$399K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.03K+ 69.09% |
$118K - $124K
|
4.98K
$288K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.02K+ 0.15% |
$117K - $123K
|
1.31M
$75.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
2.01K+ 1.61% |
$116K - $122K
|
127K
$7.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.99K+ 9.91% |
$115K - $121K
|
22.1K
$1.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
1.99K+ 16.93% |
$115K - $121K
|
13.7K
$794K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.94K+ 3.29% |
$112K - $118K
|
60.8K
$3.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.93KNew |
$112K - $117K
|
1.93K
$112K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.89KNew |
$109K - $115K
|
1.89K
$109K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
1.88K+ 0.75% |
$108K - $114K
|
252K
$14.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.83K+ 2.34% |
$106K - $111K
|
80K
$4.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.78K+ 7.86% |
$103K - $108K
|
24.5K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.76K+ 31.9% |
$101K - $107K
|
7.26K
$420K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.7KNew |
$98.3K - $103K
|
1.7K
$98.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.68KNew |
$96.9K - $102K
|
1.68K
$97K
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.52K+ 29.23% |
$87.7K - $92.3K
|
6.71K
$388K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
1.5K+ 27.68% |
$86.5K - $91K
|
6.91K
$400K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.47KNew |
$84.9K - $89.3K
|
1.47K
$85K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.44K+ 21.74% |
$83K - $87.3K
|
8.04K
$465K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.34K+ 3.57% |
$77.3K - $81.4K
|
38.8K
$2.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
1.33K+ 5.47% |
$77K - $81K
|
25.7K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
1.31K+ 1.41% |
$75.5K - $79.4K
|
93.7K
$5.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.3K+ 35.36% |
$75.2K - $79.1K
|
4.98K
$288K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.25K+ 0.8% |
$72.5K - $76.2K
|
157K
$9.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.23K+ 3.37% |
$70.8K - $74.5K
|
37.6K
$2.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.22K+ 108.29% |
$70.2K - $73.9K
|
2.34K
$135K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.2K+ 84.84% |
$69.2K - $72.8K
|
2.61K
$151K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.2K+ 3.87% |
$69.2K - $72.8K
|
32.1K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
1.19K+ 10.49% |
$69K - $72.6K
|
12.6K
$728K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.16K+ 3.39% |
$67.2K - $70.7K
|
35.5K
$2.05M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.15K+ 25.8% |
$66.2K - $69.7K
|
5.59K
$323K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.14K+ 23.06% |
$65.8K - $69.3K
|
6.08K
$352K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
999+ 12.03% |
$57.7K - $60.7K
|
9.3K
$539K
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
978+ 1.48% |
$56.5K - $59.5K
|
66.9K
$3.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
951+ 7.98% |
$55K - $57.8K
|
12.9K
$745K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
917+ 40.29% |
$53K - $55.8K
|
3.19K
$185K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
907New |
$52.4K - $55.1K
|
907
$52.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
905+ 2.15% |
$52.3K - $55K
|
43K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
893+ 4.83% |
$51.6K - $54.3K
|
19.4K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
890+ 54.1% |
$51.4K - $54.1K
|
2.54K
$147K
|
|
|
Oct 29, 2024
Q3 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
887+ 0.77% |
$51.3K - $53.9K
|
116K
$6.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
872+ 1.96% |
$50.4K - $53K
|
45.4K
$2.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
869+ 6.39% |
$50.2K - $52.8K
|
14.5K
$838K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
835+ 7.62% |
$48.3K - $50.8K
|
11.8K
$683K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
829New |
$47.9K - $50.4K
|
829
$48K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
793+ 4.47% |
$45.8K - $48.2K
|
18.6K
$1.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
782+ 20.3% |
$45.2K - $47.5K
|
4.63K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
749+ 3.6% |
$43.3K - $45.5K
|
21.5K
$1.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
749+ 8.81% |
$43.3K - $45.5K
|
9.25K
$536K
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
BUY
|
- |
747+ 0.61% |
$43.2K - $45.4K
|
124K
$7.17M
|