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 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-21- 0.45% |
$1.21K - $1.27K
|
4.66K
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-22- 0.56% |
$1.27K - $1.33K
|
3.87K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-23- 2.22% |
$1.33K - $1.39K
|
1.01K
$60.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-26- 0.26% |
$1.5K - $1.57K
|
9.91K
$587K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-35- 7.9% |
$2.02K - $2.11K
|
408
$24.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-36- 17.14% |
$2.08K - $2.17K
|
174
$10.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-55- 1.29% |
$3.18K - $3.32K
|
4.22K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-60- 1.46% |
$3.47K - $3.62K
|
4.05K
$240K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-64- 0.84% |
$3.7K - $3.87K
|
7.57K
$449K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-68- 7.71% |
$3.93K - $4.11K
|
814
$48.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-69- 4.55% |
$3.99K - $4.17K
|
1.45K
$85.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-75- 13.49% |
$4.33K - $4.53K
|
481
$28.5K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-80- 1.43% |
$4.62K - $4.83K
|
5.51K
$327K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-95- 22.14% |
$5.49K - $5.74K
|
334
$19.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-130- 2.98% |
$7.51K - $7.85K
|
4.24K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-147- 0.21% |
$8.49K - $8.88K
|
68.4K
$4.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-147- 1.23% |
$8.49K - $8.88K
|
11.8K
$700K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-163- 20.79% |
$9.42K - $9.85K
|
621
$36.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-169- 3.93% |
$9.76K - $10.2K
|
4.14K
$245K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-180- 8.26% |
$10.4K - $10.9K
|
2K
$119K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-189- 11.54% |
$10.9K - $11.4K
|
1.45K
$85.9K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-190- 15.9% |
$11K - $11.5K
|
1.01K
$59.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-202- 69.42% |
$11.7K - $12.2K
|
89
$5.28K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-210- 0.3% |
$12.1K - $12.7K
|
70.6K
$4.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-211- 34.48% |
$12.2K - $12.7K
|
401
$23.8K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-215- 13.95% |
$12.4K - $13K
|
1.33K
$78.6K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-221- 2.65% |
$12.8K - $13.3K
|
8.13K
$482K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-242- 1.55% |
$14K - $14.6K
|
15.4K
$912K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-253- 74.19% |
$14.6K - $15.3K
|
88
$5.22K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-280- 9.57% |
$16.2K - $16.9K
|
2.65K
$157K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-300- 7.07% |
$17.3K - $18.1K
|
3.95K
$234K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-302- 3.48% |
$17.4K - $18.2K
|
8.37K
$496K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-306- 7.18% |
$17.7K - $18.5K
|
3.96K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-337- 1.82% |
$19.5K - $20.4K
|
18.2K
$1.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-338- 5.51% |
$19.5K - $20.4K
|
5.8K
$344K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-350- 7.55% |
$20.2K - $21.1K
|
4.28K
$254K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-369- 7.41% |
$21.3K - $22.3K
|
4.61K
$273K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-433- 2.41% |
$25K - $26.2K
|
17.5K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-453- 8.02% |
$26.2K - $27.4K
|
5.19K
$308K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-458- 2.36% |
$26.5K - $27.7K
|
18.9K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-470- 3.48% |
$27.2K - $28.4K
|
13K
$773K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-476- 43.79% |
$27.5K - $28.8K
|
611
$36.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-500- 0.83% |
$28.9K - $30.2K
|
59.8K
$3.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-511- 2.2% |
$29.5K - $30.9K
|
22.7K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-513- 3.65% |
$29.6K - $31K
|
13.5K
$803K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-537- 12.21% |
$31K - $32.4K
|
3.86K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-552- 8.0% |
$31.9K - $33.3K
|
6.35K
$376K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-562- 7.67% |
$32.5K - $33.9K
|
6.77K
$401K
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-581- 5.71% |
$33.6K - $35.1K
|
9.59K
$568K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-590- 60.2% |
$34.1K - $35.6K
|
390
$23.1K
|