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
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
836+ 17.1% |
$48.3K - $50.5K
|
5.73K
$339K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
836+ 7.75% |
$48.3K - $50.5K
|
11.6K
$688K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
817+ 10.24% |
$47.2K - $49.3K
|
8.79K
$520K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
812+ 24.95% |
$46.9K - $49K
|
4.07K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
792+ 0.68% |
$45.8K - $47.8K
|
118K
$6.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
786+ 21.55% |
$45.4K - $47.5K
|
4.43K
$262K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
742New |
$42.9K - $44.8K
|
742
$43.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
728+ 1.63% |
$42.1K - $44K
|
45.4K
$2.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
683New |
$39.5K - $41.3K
|
683
$40.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
651+ 1.04% |
$37.6K - $39.3K
|
63.2K
$3.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
559+ 9.45% |
$32.3K - $33.8K
|
6.47K
$383K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
549+ 6.08% |
$31.7K - $33.2K
|
9.58K
$566K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
525+ 7.6% |
$30.3K - $31.7K
|
7.43K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
519+ 11.14% |
$30K - $31.3K
|
5.18K
$306K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
512New |
$29.6K - $30.9K
|
512
$30.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
509+ 11.11% |
$29.4K - $30.7K
|
5.09K
$301K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
509+ 0.29% |
$29.4K - $30.7K
|
174K
$10.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
493+ 0.59% |
$28.5K - $29.8K
|
84.3K
$4.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
487+ 75.5% |
$28.1K - $29.4K
|
1.13K
$66.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
477New |
$27.6K - $28.8K
|
477
$28.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
456+ 9.63% |
$26.3K - $27.5K
|
5.19K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
435+ 2.34% |
$25.1K - $26.3K
|
19K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
420+ 3.59% |
$24.3K - $25.4K
|
12.1K
$717K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
410+ 6.74% |
$23.7K - $24.8K
|
6.49K
$384K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
410+ 1.95% |
$23.7K - $24.8K
|
21.4K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
407+ 1071.05% |
$23.5K - $24.6K
|
445
$26.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
400+ 3.27% |
$23.1K - $24.2K
|
12.7K
$748K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
396New |
$22.9K - $23.9K
|
396
$23.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
395New |
$22.8K - $23.9K
|
395
$23.4K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
395+ 8.16% |
$22.8K - $23.9K
|
5.24K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
366New |
$21.1K - $22.1K
|
366
$21.6K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
348New |
$20.1K - $21K
|
348
$20.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
345+ 0.43% |
$19.9K - $20.8K
|
80.4K
$4.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
336+ 10.06% |
$19.4K - $20.3K
|
3.68K
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
335New |
$19.4K - $20.2K
|
335
$19.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
317New |
$18.3K - $19.1K
|
317
$18.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
283+ 4.79% |
$16.4K - $17.1K
|
6.19K
$366K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
271+ 7.43% |
$15.7K - $16.4K
|
3.92K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
255+ 55.8% |
$14.7K - $15.4K
|
712
$42.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
250+ 9.05% |
$14.4K - $15.1K
|
3.01K
$178K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
250New |
$14.4K - $15.1K
|
250
$14.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
244+ 1.13% |
$14.1K - $14.7K
|
21.8K
$1.29M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
233New |
$13.5K - $14.1K
|
233
$13.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
224New |
$12.9K - $13.5K
|
224
$13.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
214+ 0.11% |
$12.4K - $12.9K
|
194K
$11.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
213+ 28.1% |
$12.3K - $12.9K
|
971
$57.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
202+ 13.36% |
$11.7K - $12.2K
|
1.71K
$101K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
180New |
$10.4K - $10.9K
|
180
$10.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
170+ 0.55% |
$9.82K - $10.3K
|
31.1K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
166+ 6.36% |
$9.59K - $10K
|
2.78K
$164K
|