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 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-458- 2.36% |
$26.5K - $27.7K
|
18.9K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-476- 43.79% |
$27.5K - $28.8K
|
611
$35.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-511- 2.2% |
$29.5K - $30.9K
|
22.7K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-537- 12.21% |
$31K - $32.4K
|
3.86K
$225K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-562- 7.67% |
$32.5K - $33.9K
|
6.77K
$394K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-590- 60.2% |
$34.1K - $35.6K
|
390
$22.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-608- 9.04% |
$35.1K - $36.7K
|
6.12K
$356K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-611- 5.75% |
$35.3K - $36.9K
|
10K
$583K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-627- 1.46% |
$36.2K - $37.9K
|
42.4K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-660- 7.81% |
$38.1K - $39.9K
|
7.79K
$454K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-685- 13.27% |
$39.6K - $41.4K
|
4.48K
$261K
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-764- 9.73% |
$44.1K - $46.1K
|
7.09K
$413K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-802- 1.69% |
$46.3K - $48.4K
|
46.6K
$2.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-827- 2.23% |
$47.8K - $50K
|
36.3K
$2.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-841- 12.09% |
$48.6K - $50.8K
|
6.12K
$356K
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-856- 0.6% |
$49.5K - $51.7K
|
143K
$8.31M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-906- 20.02% |
$52.3K - $54.7K
|
3.62K
$211K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-917- 28.72% |
$53K - $55.4K
|
2.28K
$133K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1K- 8.76% |
$58K - $60.6K
|
10.4K
$608K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.02K- 1.7% |
$58.8K - $61.4K
|
58.8K
$3.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.04K- 7.79% |
$60.1K - $62.8K
|
12.3K
$717K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.06K- 34.88% |
$61.2K - $64K
|
1.98K
$115K
|
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-1.19K- 1.79% |
$68.6K - $71.8K
|
65.3K
$3.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.21K- 4.14% |
$70.1K - $73.3K
|
28.1K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.3K- 4.76% |
$75.1K - $78.5K
|
26K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.4K- 9.17% |
$80.7K - $84.4K
|
13.8K
$806K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.45K- 21.53% |
$83.5K - $87.3K
|
5.27K
$307K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.48K- 7.1% |
$85.5K - $89.3K
|
19.4K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-1.54K- 2.33% |
$88.9K - $93K
|
64.4K
$3.75M
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-1.6K- 1.51% |
$92.4K - $96.6K
|
105K
$6.09M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.72K- 25.82% |
$99.6K - $104K
|
4.95K
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.88K- 17.72% |
$108K - $113K
|
8.71K
$507K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.9K- 3.08% |
$110K - $115K
|
59.8K
$3.48M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-1.93K- 26.28% |
$111K - $116K
|
5.4K
$314K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
SELL
|
- |
-1.99K- 23.48% |
$115K - $120K
|
6.48K
$377K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.03K- 99.9% |
$117K - $122K
|
2
$116
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.46K- 31.27% |
$142K - $149K
|
5.41K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.57K- 15.36% |
$148K - $155K
|
14.1K
$823K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.58K- 8.57% |
$149K - $156K
|
27.6K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-3.02K- 5.4% |
$175K - $183K
|
53K
$3.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-3.16K- 33.89% |
$182K - $191K
|
6.16K
$359K
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-3.44K- 2.01% |
$199K - $208K
|
168K
$9.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-3.58K- 7.9% |
$207K - $216K
|
41.7K
$2.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.02K- 19.41% |
$232K - $243K
|
16.7K
$971K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-4.18K- 39.22% |
$242K - $253K
|
6.48K
$377K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-4.33K- 20.95% |
$250K - $261K
|
16.3K
$951K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
SELL
|
- |
-4.43K- 42.21% |
$256K - $267K
|
6.06K
$353K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-4.47K- 1.34% |
$258K - $270K
|
328K
$19.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.47K- 5.02% |
$259K - $270K
|
84.7K
$4.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4.56K- 16.96% |
$264K - $275K
|
22.3K
$1.3M
|