Vanguard Intermediate-Term TVGITETF

13F holders, Q3 2024 (September 30)
711holders +34
80new positions
46sold out
5famous investors
$60.40avg. 13F price*

At the end of Q3 2024, 711 institutions reported holding Vanguard Intermediate-Term T (VGIT) in their 13F filings, up 34 from Q2 2024. 80 opened new positions and 46 sold out. The largest holders were JPMorgan Chase & Co. ($4.3B), Bank of America Corp. ($3.1B) and Morgan Stanley ($1.3B). 5 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), Leon Cooperman (0.0% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions80$679.0M
Exits46$178.3M

All 13F filers, Q2 2024 → Q3 2024: 35,788,259 shares bought and 16,497,807 shares sold, net +19,290,452 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 711 holders

JPMorgan Chase & Co. 0.35% Add +0.4% 71,703,173 $4.3B
Bank of America Corp. 0.27% Add +3.1% 50,870,356 $3.1B
Morgan Stanley 0.09% Add +8.1% 20,892,803 $1.3B
FMR LLC 0.07% Reduce -23.1% 17,980,313 $1.1B
Empower Advisory Group, LLC 3.22% Add +4.3% 15,788,033 $953.9M
Creative Planning 0.69% Add +7.8% 11,557,959 $698.3M
SCS Capital Management LLC 12.14% Add +2.0% 9,964,329 $602.0M
Rwa Wealth Partners, LLC 6.36% Add +1.1% 8,436,146 $509.7M
Focus Partners Wealth 1.35% New 7,010,913 $423.6M
Ameriprise Financial Inc. 0.10% Add +9.0% 6,424,007 $388.0M
Fisher Asset Management 0.16% Reduce -15.1% 6,397,801 $386.6M
Nepc LLC 11.60% Add +0.8% 6,368,230 $384.8M
State Street Corp. 0.01% Reduce -5.2% 5,500,000 $332.3M
Summit Trail Advisors, LLC 5.98% Add +36.2% 3,992,551 $241.2M
UBS Group AG 0.06% Add +6.8% 3,794,591 $229.3M
Focus Partners Advisor Solutions, LLC 4.74% Add +309.1% 3,728,583 $225.3M
Blue Trust, Inc. 2.93% Add +3.4% 3,851,320 $224.3M
Wells Fargo & Company 0.05% Add +32.5% 3,680,506 $222.4M
Municipal Employees' Retirement System of Michigan 2.70% No change 3,390,733 $204.9M
Heritage Financial Services, LLC 21.35% Add +4.0% 2,658,155 $160.6M
Midland Wealth Advisors, LLC 9.06% Reduce -31.3% 2,556,294 $154.5M
HighTower Advisors, LLC 0.23% Add +8.4% 2,532,606 $153.0M
GenTrust, LLC 7.27% Add +5.4% 2,458,202 $148.5M
Envestnet Asset Management Inc. 0.05% Add +2.4% 2,423,498 $146.4M
Cerity Partners LLC 0.31% Add +29.1% 2,291,226 $138.4M
Morningstar Investment Services LLC 1.32% Add +4.7% 2,132,068 $129.2M
Charles Schwab Investment Management Inc. 0.02% Reduce -3.5% 2,049,296 $123.8M
Partners Capital Investment Group, LLP 1.97% Add +369.0% 2,038,227 $123.1M
Foster Group, Inc. 4.58% Add +1.7% 2,033,310 $122.9M
Bank of New York Mellon Corp 0.02% Reduce -1.5% 2,032,301 $122.8M
Mather Group, Llc. 1.44% Reduce -55.0% 1,860,647 $112.4M
Corient Private Wealth LP 0.17% Add +223.4% 1,818,691 $109.9M
Gitterman Wealth Management, LLC 44.91% Add +99.2% 1,783,045 $107.7M
LPL Financial LLC 0.05% Add +23.4% 1,690,053 $102.1M
Edgehill Endowment Partners, LLC 16.86% Add +0.9% 1,621,749 $98.0M
Goldman Sachs Group Inc. 0.02% Add +128.6% 1,527,836 $92.3M
Bangor Savings Bank 8.12% Add +3.1% 1,428,566 $86.3M
First Interstate Bank 5.02% Reduce -39.8% 1,366,684 $82.6M
Jordan Park Group LLC 5.49% Reduce -9.5% 1,331,685 $80.5M
Valeo Financial Advisors, LLC 2.29% Add +8.2% 1,324,383 $80.0M
Raymond James Financial Services Advisors, Inc. 0.11% Add +0.1% 1,309,205 $79.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +8.4% 1,285,300 $77.6M
Moss Adams Wealth Advisors LLC 7.54% Reduce -2.9% 1,140,196 $68.9M
NorthCoast Asset Management LLC 0.48% New 1,138,826 $68.1M
Texas Treasury Safekeeping Trust Co. 2.41% No change 1,124,530 $67.9M
Cliftonlarsonallen Wealth Advisors, LLC 1.52% Add +9.0% 1,095,154 $66.2M
Valmark Advisers, Inc. 1.01% Add +5.9% 1,072,424 $64.8M
Flputnam Investment Management Co. 1.14% Add +6.7% 1,049,164 $63.4M
Brandywine Oak Private Wealth LLC 5.92% Add +0.7% 1,012,464 $61.2M
Migdal Insurance & Financial Holdings Ltd. 0.96% Add +18.1% 987,500 $59.7M
Kingsview Wealth Management, LLC 1.18% Add +21.3% 926,718 $56.0M
Burney Co./ 1.87% Add +68.7% 869,125 $52.5M
Cardinal Point Capital Management ULC 8.53% Add +14.0% 847,275 $51.2M
Lake Street Advisors Group, LLC 2.29% Add +0.3% 819,331 $49.5M
Libra Wealth LLC 19.02% Add +4.3% 787,833 $47.6M
Cliffwater LLC 10.73% No change 767,859 $46.4M
Hanson & Doremus Investment Management 7.37% Add +6.9% 767,492 $46.4M
Tanglewood Wealth Management, Inc. 5.25% Reduce -3.9% 753,483 $45.5M
Kathmere Capital Management, LLC 4.21% New 742,093 $44.8M
Atria Investments, Inc 0.55% Reduce -0.7% 728,934 $44.0M
Opus Capital Group, LLC 5.34% Add +13.8% 707,766 $42.8M
Badgley Phelps Wealth Managers, LLC 0.99% Add +2.1% 703,822 $42.5M
Proffitt & Goodson Inc. 6.94% Add +3.0% 701,061 $42.4M
PrairieView Partners, LLC 4.38% Add +7.3% 697,867 $42.2M
Truist Financial Corp. 0.07% Reduce -13.9% 692,888 $41.9M
Johns Hopkins University 1.55% New 682,604 $41.2M
Cambridge Associates LLC /Ma/ 1.51% Add +75.2% 668,384 $40.4M
Birchbrook, Inc. 21.23% Reduce -2.2% 633,704 $38.3M
Traphagen Investment Advisors LLC 3.64% Add +6.5% 596,947 $36.1M
GLOBALT Investments LLC / GA 1.34% Reduce -4.4% 592,418 $35.8M
AE Wealth Management LLC 0.32% Add +22.8% 589,438 $35.6M
Executive Wealth Management, LLC 2.78% Add +2.5% 587,281 $35.5M
Cambridge Investment Research Advisors, Inc. 0.12% Add +0.9% 585,685 $35.4M
Oakworth Capital, Inc. 2.35% Add +10.8% 560,321 $33.9M
Thrivent Financial for Lutherans 0.06% Add +37.3% 554,269 $33.5M
MilWealth Group LLC 9.57% Add +4.0% 539,744 $32.6M
Royal Bank of Canada 0.01% Add +21.8% 521,980 $31.5M
Montag A & Associates Inc. 1.48% Add +12663.5% 517,814 $31.3M
RiverFront Investment Group, LLC 0.73% Add +3.7% 516,042 $31.2M
Portland Global Advisors LLC 3.89% Add +2.2% 511,999 $30.9M
Cable Hill Partners, LLC 2.96% New 498,985 $30.1M
Albion Financial Group 1.97% Add +9416.3% 471,059 $28.5M
Jackson Thornton Wealth Management, LLC 3.76% Add +52.1% 470,225 $28.4M
Evergreen Advisors, LLC 7.77% Add +3.7% 465,821 $28.1M
Mariner, LLC 0.05% Add +1.4% 445,559 $26.9M
Cape Cod Five Cents Savings Bank 2.46% Add +10.9% 445,355 $26.9M
Wooster Corthell Wealth Management, Inc. 5.73% Add +1.8% 445,070 $26.9M
Vanguard Group Inc. 0.00% Add +29.5% 436,381 $26.4M
Roundview Capital LLC 1.90% Add +1.9% 434,017 $26.2M
Northwest Wealth Management, LLC 6.06% Add +26.2% 429,771 $26.0M
1834 Investment Advisors Co. 2.99% Reduce -8.8% 425,202 $25.7M
Towneley Capital Management, Inc / DE 5.80% Add +1.9% 423,829 $25.6M
Mirae Asset Global Investments Co., Ltd. 0.11% Add +18.4% 408,737 $24.8M
BSW Wealth Partners 3.71% Add +3.7% 408,657 $24.7M
Boston Financial Mangement LLC 0.70% Add +14.2% 389,427 $23.5M
Cypress Financial Planning LLC 8.64% Add +11.7% 386,957 $23.4M
Northwestern Mutual Wealth Management Co. 0.02% Add +19.8% 382,640 $23.1M
Kestra Advisory Services, LLC 0.12% Add +5.2% 371,475 $22.4M
Arista Wealth Management, LLC 5.21% Add +7.6% 359,162 $21.7M
Emprise Bank 12.04% Add +26.6% 346,015 $20.9M

"% 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 711 holders