Purchases and Sales Made in Q4 2024 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
286K+ 890.43% |
$16.5M - $17.3M
|
318K
$18.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
166K+ 1035.13% |
$9.57M - $10M
|
182K
$10.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
164KNew |
$9.45M - $9.88M
|
164K
$9.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
158K+ 18.19% |
$9.13M - $9.55M
|
1.03M
$59.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
136K+ 742.99% |
$7.84M - $8.19M
|
154K
$8.91M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
86.6K+ 6.06% |
$5M - $5.23M
|
1.52M
$87.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
78.9K+ 50242.04% |
$4.56M - $4.76M
|
79K
$4.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
76.4K+ 6.98% |
$4.42M - $4.62M
|
1.17M
$67.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
72.5KNew |
$4.19M - $4.38M
|
72.5K
$4.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
67.6KNew |
$3.91M - $4.08M
|
67.6K
$3.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
63.1KNew |
$3.65M - $3.81M
|
63.1K
$3.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
58.3KNew |
$3.37M - $3.52M
|
58.3K
$3.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
57.6KNew |
$3.33M - $3.48M
|
57.6K
$3.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
57.4K+ 12.19% |
$3.32M - $3.47M
|
528K
$30.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
56.7KNew |
$3.28M - $3.42M
|
56.7K
$3.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
56.6K+ 397.56% |
$3.27M - $3.42M
|
70.8K
$4.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
51.1K+ 48.85% |
$2.95M - $3.09M
|
156K
$9.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
47.1K+ 13.6% |
$2.72M - $2.84M
|
393K
$22.8M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
39.2K+ 18.08% |
$2.26M - $2.37M
|
256K
$14.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
37K+ 20.49% |
$2.14M - $2.23M
|
217K
$12.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
32.7KNew |
$1.89M - $1.97M
|
32.7K
$1.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
28.2K+ 15.08% |
$1.63M - $1.7M
|
215K
$12.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
27.3K+ 3.22% |
$1.58M - $1.65M
|
875K
$50.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
23.1K+ 78.81% |
$1.33M - $1.39M
|
52.4K
$3.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
22.3K+ 1.96% |
$1.29M - $1.35M
|
1.16M
$67.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
21.4K+ 4.81% |
$1.24M - $1.29M
|
466K
$27M
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
21K+ 9.91% |
$1.21M - $1.27M
|
233K
$13.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
20K+ 23.67% |
$1.15M - $1.21M
|
104K
$6.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
17.9K+ 201.52% |
$1.04M - $1.08M
|
26.8K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
17.8KNew |
$1.03M - $1.08M
|
17.8K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
17.1K+ 20.14% |
$986K - $1.03M
|
102K
$5.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
16K+ 4.13% |
$924K - $966K
|
403K
$23.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
15.5KNew |
$894K - $935K
|
15.5K
$896K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
13.8K+ 84.09% |
$796K - $832K
|
30.1K
$1.75M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
13.4K+ 5.52% |
$774K - $809K
|
256K
$14.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
12.7K+ 7.92% |
$735K - $769K
|
173K
$10M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.4K+ 995.75% |
$718K - $751K
|
13.7K
$792K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
11.9K+ 25.34% |
$686K - $717K
|
58.7K
$3.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
10.9K+ 15.47% |
$629K - $658K
|
81.3K
$4.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
10.4KNew |
$598K - $626K
|
10.4K
$600K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
10.2K+ 74.29% |
$589K - $615K
|
23.9K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.8K+ 16.17% |
$566K - $592K
|
70.4K
$4.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
9.79K+ 6.94% |
$566K - $592K
|
151K
$8.74M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
9.59K+ 12.38% |
$554K - $579K
|
87.1K
$5.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.31K+ 4.64% |
$538K - $562K
|
210K
$12.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
7.45KNew |
$430K - $450K
|
7.45K
$431K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7.26K+ 4.3% |
$419K - $439K
|
176K
$10.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.83K+ 2.77% |
$395K - $412K
|
253K
$14.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
6.57KNew |
$380K - $397K
|
6.57K
$380K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.48K+ 11.72% |
$374K - $391K
|
61.8K
$3.58M
|