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 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
44.7KNew |
$2.58M - $2.7M
|
44.7K
$2.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Libra Wealth LLC
|
BUY
|
- |
44.3K+ 5.63% |
$2.56M - $2.68M
|
832K
$49.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
43.3K+ 352.11% |
$2.5M - $2.61M
|
55.6K
$3.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
42.7K+ 27.2% |
$2.47M - $2.58M
|
200K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
42.3K+ 259.74% |
$2.44M - $2.56M
|
58.6K
$3.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
42.1KNew |
$2.43M - $2.55M
|
42.1K
$2.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
41.9K+ 36.63% |
$2.42M - $2.53M
|
156K
$9.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
41.9KNew |
$2.42M - $2.53M
|
41.9K
$2.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
41.1K+ 5.89% |
$2.37M - $2.48M
|
739K
$43.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
40.8K+ 10.98% |
$2.36M - $2.46M
|
412K
$24.4M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
39.2K+ 18.08% |
$2.26M - $2.37M
|
256K
$15.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
39.1K+ 1.91% |
$2.26M - $2.36M
|
2.09M
$124M
|
|
|
Feb 03, 2025
Q4 2024
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
38.8KNew |
$2.24M - $2.34M
|
38.8K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
38.5K+ 1.68% |
$2.23M - $2.33M
|
2.33M
$138M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
38.4K+ 5.54% |
$2.22M - $2.32M
|
731K
$43.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
37.6KNew |
$2.17M - $2.27M
|
37.6K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
37.6KNew |
$2.17M - $2.27M
|
37.6K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
37K+ 20.49% |
$2.14M - $2.23M
|
217K
$12.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
36.9KNew |
$2.13M - $2.23M
|
36.9K
$2.18M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
36.5K+ 105.5% |
$2.11M - $2.2M
|
71.1K
$4.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
35.1K+ 25.04% |
$2.03M - $2.12M
|
175K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
33.4K+ 10.32% |
$1.93M - $2.02M
|
357K
$21.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
33.3K+ 5.94% |
$1.92M - $2.01M
|
594K
$35.1M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
32.7KNew |
$1.89M - $1.98M
|
32.7K
$1.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
32.7KNew |
$1.89M - $1.97M
|
32.7K
$1.93M
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
32.5K+ 39.0% |
$1.88M - $1.96M
|
116K
$6.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
32.3K+ 816.64% |
$1.87M - $1.95M
|
36.3K
$2.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
31.9KNew |
$1.84M - $1.93M
|
31.9K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
30.9KNew |
$1.79M - $1.87M
|
30.9K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
30.3KNew |
$1.75M - $1.83M
|
30.3K
$1.8M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
28.5K+ 98.61% |
$1.65M - $1.72M
|
57.4K
$3.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
28.2K+ 15.08% |
$1.63M - $1.7M
|
215K
$12.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28K+ 126.14% |
$1.62M - $1.69M
|
50.2K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.3K+ 13.3% |
$1.58M - $1.65M
|
233K
$13.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
27.3K+ 3.22% |
$1.58M - $1.65M
|
875K
$51.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
27.1K+ 23.65% |
$1.57M - $1.64M
|
142K
$8.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
27KNew |
$1.56M - $1.63M
|
27K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
26.4K+ 39.06% |
$1.52M - $1.59M
|
93.9K
$5.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
25.9K+ 76.7% |
$1.5M - $1.56M
|
59.7K
$3.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
BUY
|
- |
25.8K+ 50.96% |
$1.49M - $1.56M
|
76.3K
$4.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
25K+ 4.64% |
$1.45M - $1.51M
|
565K
$33.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
25K+ 9.78% |
$1.45M - $1.51M
|
281K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
24.9K+ 36.65% |
$1.44M - $1.51M
|
93K
$5.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
24.3K+ 10.32% |
$1.4M - $1.47M
|
260K
$15.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
24.2K+ 9.0% |
$1.4M - $1.46M
|
294K
$17.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
23.6K+ 133.39% |
$1.36M - $1.43M
|
41.3K
$2.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
23.6K+ 20.27% |
$1.36M - $1.42M
|
140K
$8.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
23.5K+ 18.86% |
$1.36M - $1.42M
|
148K
$8.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
23.1K+ 78.81% |
$1.33M - $1.39M
|
52.4K
$3.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
22.4KNew |
$1.29M - $1.35M
|
22.4K
$1.32M
|