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 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
22.4K+ 19.93% |
$1.29M - $1.35M
|
134K
$7.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
22.3K+ 1.96% |
$1.29M - $1.35M
|
1.16M
$68.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
21.4K+ 4.81% |
$1.24M - $1.29M
|
466K
$27.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
21K+ 9.91% |
$1.21M - $1.27M
|
233K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
20.9K+ 27.94% |
$1.21M - $1.26M
|
95.6K
$5.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
20.4K+ 10.85% |
$1.18M - $1.23M
|
208K
$12.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
20.2KNew |
$1.17M - $1.22M
|
20.2K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20K+ 6.12% |
$1.16M - $1.21M
|
347K
$20.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
20K+ 4.89% |
$1.15M - $1.21M
|
429K
$25.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
20K+ 23.67% |
$1.15M - $1.21M
|
104K
$6.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
19.8K+ 80.61% |
$1.14M - $1.19M
|
44.3K
$2.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.6K+ 5.73% |
$1.13M - $1.18M
|
362K
$21.4M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
19.2KNew |
$1.11M - $1.16M
|
19.2K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
18.8KNew |
$1.09M - $1.14M
|
18.8K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
18.4K+ 31.26% |
$1.06M - $1.11M
|
77.2K
$4.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
18.3K+ 8.34% |
$1.06M - $1.11M
|
238K
$14.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
18.2K+ 16.29% |
$1.05M - $1.1M
|
130K
$7.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
18KNew |
$1.04M - $1.09M
|
18K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
17.9K+ 201.52% |
$1.04M - $1.08M
|
26.8K
$1.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
17.8KNew |
$1.03M - $1.08M
|
17.8K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
17.8K+ 4.09% |
$1.03M - $1.07M
|
452K
$26.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
17.6K+ 77.97% |
$1.02M - $1.06M
|
40.2K
$2.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17.4K+ 7.49% |
$1.01M - $1.05M
|
250K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.2K+ 10.68% |
$996K - $1.04M
|
179K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
17.1K+ 20.14% |
$986K - $1.03M
|
102K
$6.02M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
16.1K+ 454.15% |
$932K - $975K
|
19.7K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
16.1KNew |
$929K - $971K
|
16.1K
$950K
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
16.1K+ 183.54% |
$927K - $970K
|
24.8K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
16K+ 4.13% |
$924K - $966K
|
403K
$23.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
15.7K+ 2.67% |
$906K - $947K
|
603K
$35.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
15.5KNew |
$894K - $935K
|
15.5K
$915K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
15.2K+ 12.05% |
$880K - $920K
|
142K
$8.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
14.9K+ 18.49% |
$863K - $902K
|
95.7K
$5.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
14.8KNew |
$855K - $893K
|
14.8K
$875K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.6K+ 9.1% |
$842K - $880K
|
175K
$10.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
14.4K+ 4.18% |
$829K - $867K
|
358K
$21.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
14.2KNew |
$820K - $858K
|
14.2K
$840K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
13.8K+ 84.09% |
$796K - $832K
|
30.1K
$1.78M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13.7K+ 15.01% |
$789K - $825K
|
105K
$6.19M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
13.4K+ 5.52% |
$774K - $809K
|
256K
$15.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.3KNew |
$768K - $803K
|
13.3K
$786K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
13.2KNew |
$764K - $798K
|
13.2K
$782K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
12.9KNew |
$746K - $779K
|
12.9K
$763K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
12.7K+ 7.92% |
$735K - $769K
|
173K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.4K+ 995.75% |
$718K - $751K
|
13.7K
$809K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
11.9K+ 25.34% |
$686K - $717K
|
58.7K
$3.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
11.8KNew |
$684K - $715K
|
11.8K
$700K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
11.7K+ 903.86% |
$676K - $706K
|
13K
$768K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11.2K+ 70.03% |
$649K - $678K
|
27.3K
$1.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.1K+ 14.06% |
$644K - $673K
|
90.4K
$5.35M
|