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 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.81K+ 22.11% |
$336K - $351K
|
32.1K
$1.86M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
4.86K+ 4.81% |
$281K - $293K
|
106K
$6.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
4.73K+ 3.62% |
$273K - $286K
|
135K
$7.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
4.7K+ 64.71% |
$271K - $284K
|
12K
$692K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.67K+ 173.79% |
$270K - $282K
|
7.35K
$426K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.49K+ 35.67% |
$259K - $271K
|
17.1K
$989K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.17K+ 78.06% |
$241K - $252K
|
9.51K
$551K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
3.72KNew |
$215K - $225K
|
3.72K
$215K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
3.58K+ 4.18% |
$207K - $216K
|
89.4K
$5.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
3.53KNew |
$204K - $213K
|
3.53K
$204K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.92K+ 22.54% |
$169K - $176K
|
15.9K
$919K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.66K+ 13.79% |
$154K - $161K
|
22K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.53K+ 2.98% |
$146K - $153K
|
87.5K
$5.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.22K+ 7.1% |
$128K - $134K
|
33.5K
$1.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.19K+ 21.02% |
$126K - $132K
|
12.6K
$730K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2.03KNew |
$117K - $123K
|
2.03K
$118K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.87K+ 8.48% |
$108K - $113K
|
23.9K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
1.83K+ 2.73% |
$105K - $110K
|
68.8K
$3.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
1.59K+ 6.19% |
$91.9K - $96K
|
27.3K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
1.07K+ 142.0% |
$61.5K - $64.3K
|
1.82K
$105K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
742New |
$42.9K - $44.8K
|
742
$43K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
728+ 1.63% |
$42.1K - $44K
|
45.4K
$2.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
559+ 9.45% |
$32.3K - $33.8K
|
6.47K
$375K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
525+ 7.6% |
$30.3K - $31.7K
|
7.43K
$430K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
456+ 9.63% |
$26.3K - $27.5K
|
5.19K
$300K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
410+ 1.95% |
$23.7K - $24.8K
|
21.4K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
400+ 3.27% |
$23.1K - $24.2K
|
12.7K
$732K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
395+ 8.16% |
$22.8K - $23.9K
|
5.24K
$303K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
224New |
$12.9K - $13.5K
|
224
$13K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
214+ 0.11% |
$12.4K - $12.9K
|
194K
$11.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
161New |
$9.3K - $9.72K
|
161
$9.32K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
133+ 0.67% |
$7.68K - $8.03K
|
20K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
67+ 0.35% |
$3.87K - $4.05K
|
19.3K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
36+ 0.09% |
$2.08K - $2.17K
|
39K
$2.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
23+ 0.14% |
$1.33K - $1.39K
|
16.5K
$957K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-19- 1.41% |
$1.1K - $1.15K
|
1.33K
$77K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-60- 1.46% |
$3.47K - $3.62K
|
4.05K
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-210- 0.3% |
$12.1K - $12.7K
|
70.6K
$4.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-338- 5.51% |
$19.5K - $20.4K
|
5.8K
$336K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-433- 2.41% |
$25K - $26.2K
|
17.5K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-511- 2.2% |
$29.5K - $30.9K
|
22.7K
$1.31M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-802- 1.69% |
$46.3K - $48.4K
|
46.6K
$2.7M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-917- 28.72% |
$53K - $55.4K
|
2.28K
$132K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1K- 8.76% |
$58K - $60.6K
|
10.4K
$605K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.3K- 4.76% |
$75.1K - $78.5K
|
26K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-1.93K- 26.28% |
$111K - $116K
|
5.4K
$313K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.46K- 31.27% |
$142K - $149K
|
5.41K
$313K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.58K- 8.57% |
$149K - $156K
|
27.6K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.02K- 19.41% |
$232K - $243K
|
16.7K
$966K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.42K- 6.22% |
$313K - $327K
|
81.8K
$4.74M
|