Vanguard Intermediate-Term TVGITETF

13F holders, Q2 2024 (June 30)
677holders +16
61new positions
52sold out
4famous investors
$58.24avg. 13F price*

At the end of Q2 2024, 677 institutions reported holding Vanguard Intermediate-Term T (VGIT) in their 13F filings, up 16 from Q1 2024. 61 opened new positions and 52 sold out. The largest holders were JPMorgan Chase & Co. ($4.2B), Bank of America Corp. ($2.9B) and FMR LLC ($1.4B). 4 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), Leon Cooperman (0.1% of Omega Advisors (Leon Cooperman)'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Vanguard Intermediate-Term T
CUSIP
92206C706
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 661Q1 2024Q2 2024: 677Q2 2024Q3 2024: 711Q3 2024Q4 2024: 809Q4 2024Q1 2025: 808Q1 2025Q2 2025: 819Q2 2025Q3 2025: 815Q3 2025Q4 2025: 927Q4 2025Q1 2026: 962Q1 2026Q2 2026: 981Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions61$194.5M
Exits52$145.3M

All 13F filers, Q1 2024 → Q2 2024: 20,559,846 shares bought and 9,188,211 shares sold, net +11,371,635 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 677 holders

JPMorgan Chase & Co. 0.36% Add +3.3% 71,389,775 $4.2B
Bank of America Corp. 0.28% Add +1.4% 49,343,956 $2.9B
FMR LLC 0.09% Reduce -9.2% 23,369,558 $1.4B
Morgan Stanley 0.09% Add +7.5% 19,322,374 $1.1B
Empower Advisory Group, LLC 3.27% Add +6.1% 15,143,260 $881.8M
Creative Planning 0.67% Add +8.9% 10,726,477 $624.6M
SCS Capital Management LLC 11.91% Reduce -0.1% 9,763,708 $568.5M
Rwa Wealth Partners, LLC 6.40% Reduce -3.8% 8,340,249 $485.7M
Fisher Asset Management 0.19% Add +8.8% 7,531,241 $438.5M
Buckingham Strategic Wealth, LLC 3.98% Add +9.6% 6,603,169 $384.5M
Nepc LLC 12.13% Add +1.1% 6,316,058 $367.8M
Ameriprise Financial Inc. 0.09% Add +0.9% 5,892,255 $343.0M
State Street Corp. 0.01% No change 5,800,000 $337.7M
Mather Group, Llc. 2.98% Add +10.6% 4,136,910 $242.2M
Blue Trust, Inc. 2.99% Reduce -0.3% 3,723,515 $218.0M
Midland Wealth Advisors, LLC 12.85% Add +2.6% 3,720,196 $216.6M
UBS Group AG 0.06% Add +5.3% 3,552,032 $206.8M
Municipal Employees' Retirement System of Michigan 2.74% No change 3,390,733 $197.4M
Summit Trail Advisors, LLC 4.49% Reduce -7.2% 2,932,084 $170.7M
Wells Fargo & Company 0.04% Add +6.6% 2,776,778 $161.7M
Heritage Financial Services, LLC 21.35% Add +3.4% 2,556,090 $148.8M
Envestnet Asset Management Inc. 0.05% Add +3.7% 2,366,692 $137.8M
HighTower Advisors, LLC 0.21% Add +9.1% 2,337,193 $136.1M
GenTrust, LLC 7.38% Add +5.8% 2,331,788 $135.8M
First Interstate Bank 8.78% Reduce -1.3% 2,270,628 $132.2M
Charles Schwab Investment Management Inc. 0.02% Reduce -3.3% 2,122,820 $123.6M
Bank of New York Mellon Corp 0.02% Reduce -3.5% 2,062,951 $120.1M
Morningstar Investment Services LLC 1.29% Reduce -0.9% 2,037,097 $118.9M
Foster Group, Inc. 4.58% Add +7.0% 1,998,790 $116.4M
Cerity Partners LLC 0.28% Add +626.9% 1,774,182 $103.3M
Edgehill Endowment Partners, LLC 14.20% Reduce -22.5% 1,606,933 $93.6M
Jordan Park Group LLC 6.56% Reduce -16.3% 1,472,095 $85.7M
Bangor Savings Bank 8.07% Add +5.6% 1,385,463 $80.7M
LPL Financial LLC 0.04% Add +12.2% 1,369,218 $79.7M
Raymond James Financial Services Advisors, Inc. 0.11% Reduce -8.0% 1,307,188 $76.1M
Valeo Financial Advisors, LLC 2.23% Add +5.7% 1,223,966 $71.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Reduce -5.2% 1,186,000 $68.6M
Moss Adams Wealth Advisors LLC 9.52% Add +3.8% 1,173,699 $68.3M
Texas Treasury Safekeeping Trust Co. 2.53% No change 1,124,530 $65.5M
Valmark Advisers, Inc. 1.00% Add +2.4% 1,012,916 $59.0M
Brandywine Oak Private Wealth LLC 6.02% Add +38.4% 1,005,548 $58.6M
Cliftonlarsonallen Wealth Advisors, LLC 1.26% Add +7.2% 1,005,127 $58.5M
Flputnam Investment Management Co. 1.07% Add +2.8% 983,789 $57.3M
Focus Partners Advisor Solutions, LLC 1.39% Add +62.3% 911,345 $53.1M
Gitterman Wealth Management, LLC 20.09% Reduce -0.4% 895,245 $52.1M
Permanent Capital Management, LP 10.32% — 826,342 $49.4M
Migdal Insurance & Financial Holdings Ltd. 0.81% New 836,017 $48.7M
Lake Street Advisors Group, LLC 2.29% Add +25.5% 816,985 $47.6M
Truist Financial Corp. 0.07% Add +3.3% 805,002 $46.9M
Tanglewood Wealth Management, Inc. 5.67% Reduce -3.7% 783,810 $45.6M
Cliffwater LLC 9.57% Reduce -0.3% 767,859 $44.7M
Kingsview Wealth Management, LLC 1.05% Add +9.7% 763,983 $44.5M
Libra Wealth LLC 19.05% Add +6.5% 755,624 $44.0M
Cardinal Point Capital Management ULC 7.53% Add +6.6% 743,493 $43.3M
Atria Investments, Inc 0.55% Add +9.9% 733,717 $42.7M
Hanson & Doremus Investment Management 7.00% Add +8.4% 718,119 $41.8M
Badgley Phelps Wealth Managers, LLC 0.99% Add +1.2% 689,208 $40.1M
Proffitt & Goodson Inc. 7.00% Reduce -1.8% 680,825 $39.6M
Goldman Sachs Group Inc. 0.01% Reduce -19.9% 668,376 $38.9M
PrairieView Partners, LLC 4.25% Add +5.5% 650,571 $37.9M
Birchbrook, Inc. 22.63% Add +1.1% 647,872 $37.7M
Opus Capital Group, LLC 5.16% Add +6.8% 621,826 $36.2M
GLOBALT Investments LLC / GA 1.44% Add +0.3% 619,495 $36.1M
Cambridge Investment Research Advisors, Inc. 0.12% Add +94.8% 580,386 $33.8M
Executive Wealth Management, LLC 6.12% Add +5.9% 572,813 $33.4M
Corient Private Wealth LP 0.06% Add +8.2% 562,286 $32.7M
Traphagen Investment Advisors LLC 3.54% Add +1.2% 560,555 $32.6M
MilWealth Group LLC 9.53% Add +3.7% 518,959 $30.2M
Burney Co./ 1.15% New 515,286 $30.0M
Oakworth Capital, Inc. 2.15% Add +2.5% 505,865 $29.5M
Portland Global Advisors LLC 3.96% Add +6.5% 501,017 $29.2M
RiverFront Investment Group, LLC 0.77% Reduce -0.5% 497,818 $29.0M
Ameritas Advisory Services, LLC 1.09% Reduce -4.5% 494,946 $28.8M
AE Wealth Management LLC 0.28% Add +26.1% 479,872 $27.9M
1834 Investment Advisors Co. 3.27% Add +0.9% 466,493 $27.2M
Evergreen Advisors, LLC 7.83% Add +2.9% 449,386 $26.2M
Mariner, LLC 0.05% Add +6.2% 439,531 $25.6M
Wooster Corthell Wealth Management, Inc. 5.76% Add +2.5% 437,322 $25.5M
Partners Capital Investment Group, LLP 0.43% Add +214.7% 434,593 $25.3M
OneAscent Financial Services LLC 3.51% Add +13.6% 432,577 $25.2M
Royal Bank of Canada 0.01% Add +1.0% 428,541 $25.0M
Roundview Capital LLC 1.95% Reduce -4.9% 425,877 $24.8M
Towneley Capital Management, Inc / DE 5.68% Add +3.0% 415,713 $24.2M
Raymond James & Associates 0.02% Add +30.3% 406,621 $23.7M
Thrivent Financial for Lutherans 0.05% Add +2.3% 403,688 $23.5M
Cape Cod Five Cents Savings Bank 2.26% New 401,710 $23.4M
BSW Wealth Partners 3.76% Add +9.4% 393,912 $22.9M
Cambridge Associates LLC /Ma/ 1.02% Reduce -26.1% 381,405 $22.2M
Paragon Capital Management Ltd 4.08% Add +24.6% 381,249 $22.2M
True Wealth Design, LLC 5.33% Add +3.5% 370,095 $21.6M
Kestra Advisory Services, LLC 0.12% Reduce -28.3% 353,122 $20.6M
Cypress Financial Planning LLC 8.45% Add +53.3% 346,591 $20.2M
Mirae Asset Global Investments Co., Ltd. 0.10% Add +4.0% 345,182 $20.1M
American Trust 1.64% Add +292.2% 343,858 $20.0M
Boston Financial Mangement LLC 0.63% Add +165.4% 341,010 $19.9M
Nova R Wealth, Inc. 10.22% Add +4.4% 340,631 $19.8M
Northwest Wealth Management, LLC 5.13% Add +26.9% 340,507 $19.8M
Vanguard Group Inc. 0.00% Add +29.3% 336,920 $19.6M
Arista Wealth Management, LLC 5.11% Add +160.1% 333,722 $19.4M
Stifel Financial Corp. 0.02% Reduce -22.0% 328,487 $19.1M

"% of holder's portfolio" is VGIT's weight in each manager's 13F, not the share of Vanguard Intermediate-Term T the manager owns.

Show all 677 holders