Vanguard Intermediate-Term TVGITETF
13F holders, Q3 2024 (September 30)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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $679.0M |
| Exits | 46 | $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.