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 |
---|---|---|---|---|---|---|---|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-94.1K- 74.52% |
$5.44M - $5.68M
|
32.2K
$1.87M
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-94.3K- 15.8% |
$5.45M - $5.7M
|
503K
$29.3M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-121K- 14.79% |
$7M - $7.32M
|
698K
$40.6M
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-135K- 77.62% |
$7.82M - $8.17M
|
39K
$2.27M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-151K- 63.56% |
$8.73M - $9.12M
|
86.6K
$5.04M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-155K- 48.65% |
$8.97M - $9.38M
|
164K
$9.54M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-192K- 34.61% |
$11.1M - $11.6M
|
362K
$21.1M
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-201K- 5.03% |
$11.6M - $12.1M
|
3.79M
$221M
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-267K- 51.56% |
$15.4M - $16.1M
|
251K
$14.6M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-430K- 40.96% |
$24.8M - $26M
|
619K
$36.1M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-901K- 97.24% |
$52.1M - $54.4M
|
25.6K
$1.49M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-970K- 52.12% |
$56M - $58.6M
|
891K
$51.9M
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-1.04M- 50.86% |
$59.9M - $62.6M
|
1M
$58.3M
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-1.26M- 51.07% |
$72.5M - $75.8M
|
1.2M
$70M
|