Vanguard Intermediate-Term TVGITETF

13F holders, Q4 2024 (December 31)
809holders +98
95new positions
56sold out
5famous investors
$58.09avg. 13F price*

At the end of Q4 2024, 809 institutions reported holding Vanguard Intermediate-Term T (VGIT) in their 13F filings, up 98 from Q3 2024. 95 opened new positions and 56 sold out. The largest holders were JPMorgan Chase & Co. ($3.8B), Bank of America Corp. ($3.7B) and Morgan Stanley ($1.3B). 5 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Leon Cooperman (0.1% of Omega Advisors (Leon Cooperman)'s portfolio) and Joel Greenblatt (0.0% of Gotham Asset 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions95$278.5M
Exits56$293.9M

All 13F filers, Q3 2024 → Q4 2024: 39,411,557 shares bought and 29,581,765 shares sold, net +9,829,792 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 809 holders

JPMorgan Chase & Co. 0.30% Reduce -8.4% 65,682,351 $3.8B
Bank of America Corp. 0.34% Add +25.9% 64,068,771 $3.7B
Morgan Stanley 0.09% Add +7.7% 22,507,239 $1.3B
Empower Advisory Group, LLC 3.33% Add +8.1% 17,071,797 $990.2M
FMR LLC 0.05% Reduce -21.0% 14,212,371 $824.3M
Creative Planning 0.72% Add +10.2% 12,733,211 $738.5M
SCS Capital Management LLC 12.57% Add +5.4% 10,505,245 $609.3M
Rwa Wealth Partners, LLC 6.18% Add +2.5% 8,642,884 $501.3M
Focus Partners Wealth 1.18% Add +11.9% 7,842,067 $454.8M
Nepc LLC 10.43% Add +5.2% 6,699,794 $388.6M
Fisher Asset Management 0.15% Add +1.2% 6,471,976 $375.4M
Blue Trust, Inc. 4.13% Add +44.2% 5,554,443 $322.2M
State Street Corp. 0.01% No change 5,500,000 $319.0M
Ameriprise Financial Inc. 0.08% Reduce -17.1% 5,326,201 $308.9M
Focus Partners Advisor Solutions, LLC 4.65% Add +27.5% 4,755,119 $275.8M
Summit Trail Advisors, LLC 8.12% Reduce -5.0% 3,791,839 $219.9M
UBS Group AG 0.04% Reduce -16.1% 3,182,152 $184.6M
Heritage Financial Services, LLC 21.50% Add +5.0% 2,790,770 $161.9M
Envestnet Asset Management Inc. 0.05% Add +8.6% 2,631,312 $152.6M
Wells Fargo & Company 0.04% Reduce -28.7% 2,624,978 $152.2M
HighTower Advisors, LLC 0.20% Add +1.9% 2,579,766 $149.6M
Valmark Advisers, Inc. 2.26% Add +134.4% 2,513,545 $145.8M
Midland Wealth Advisors, LLC 8.73% Reduce -2.1% 2,501,251 $145.1M
Cerity Partners LLC 0.29% Add +1.7% 2,329,765 $135.1M
Foster Group, Inc. 4.76% Add +5.7% 2,149,701 $124.7M
Charles Schwab Investment Management Inc. 0.02% Add +1.9% 2,088,434 $121.1M
Bank of New York Mellon Corp 0.02% Reduce -2.2% 1,987,237 $115.3M
Strategic Financial Services, Inc. 6.71% Add +6077.9% 1,940,726 $112.6M
Corient Private Wealth LP 0.17% Reduce -0.9% 1,802,016 $104.5M
Gitterman Wealth Management, LLC 43.45% Add +0.6% 1,793,213 $104.0M
LPL Financial LLC 0.04% Add +3.6% 1,750,767 $101.5M
State of Tennessee, Department of Treasury 0.35% New 1,666,581 $96.7M
Raymond James Financial Inc. 0.04% — 1,638,481 $95.0M
Cambridge Associates LLC /Ma/ 3.01% Add +142.8% 1,622,535 $94.1M
Bangor Savings Bank 8.25% Add +6.1% 1,515,181 $87.9M
Valeo Financial Advisors, LLC 2.27% Add +5.9% 1,402,996 $81.4M
NorthCoast Asset Management LLC 0.38% Add +16.4% 1,325,109 $76.9M
First Interstate Bank 4.57% Reduce -4.8% 1,301,023 $75.5M
Jordan Park Group LLC 5.48% Reduce -4.0% 1,278,542 $74.2M
Cetera Investment Advisers 0.15% Add +257.8% 1,237,294 $71.8M
GenTrust, LLC 3.04% Reduce -51.1% 1,202,807 $69.8M
Cliftonlarsonallen Wealth Advisors, LLC 1.32% Add +7.0% 1,171,586 $68.0M
Moss Adams Wealth Advisors LLC 7.13% Add +2.0% 1,162,512 $67.4M
Texas Treasury Safekeeping Trust Co. 2.17% No change 1,124,530 $65.2M
Permanent Capital Management, LP 19.48% — 1,085,193 $62.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Reduce -16.4% 1,074,400 $62.2M
Migdal Insurance & Financial Holdings Ltd. 0.87% Add +6.4% 1,050,637 $60.9M
Burney Co./ 2.11% Add +18.2% 1,027,188 $59.6M
Cape Cod Five Cents Savings Bank 5.27% No change 445,355 $59.2M
Partners Capital Investment Group, LLP 1.60% Reduce -50.9% 1,001,497 $58.1M
Brandywine Oak Private Wealth LLC 5.62% Reduce -2.1% 991,019 $57.5M
Mather Group, Llc. 0.67% Reduce -52.1% 890,831 $51.7M
Cardinal Point Capital Management ULC 8.05% Add +3.2% 874,547 $50.7M
Constellation Investments, Inc. 2.28% — 865,000 $50.2M
Libra Wealth LLC 18.77% Add +5.6% 832,164 $48.3M
Hanson & Doremus Investment Management 7.49% Add +7.5% 825,246 $47.9M
Cliffwater LLC 10.90% No change 767,859 $44.5M
Opus Capital Group, LLC 5.56% Add +6.7% 755,258 $43.8M
PrairieView Partners, LLC 4.48% Add +5.9% 738,944 $42.9M
Tanglewood Wealth Management, Inc. 4.93% Reduce -2.0% 738,369 $42.8M
Truist Financial Corp. 0.07% Add +5.5% 731,282 $42.4M
Lake Street Advisors Group, LLC 1.87% Reduce -14.8% 698,160 $40.5M
Atria Investments, Inc 0.50% Reduce -4.5% 696,333 $40.4M
Kathmere Capital Management, LLC 3.62% Reduce -6.4% 694,680 $40.3M
Badgley Phelps Wealth Managers, LLC 0.93% Reduce -1.9% 690,136 $40.0M
Royal Bank of Canada 0.01% Add +30.3% 680,084 $39.4M
Proffitt & Goodson Inc. 6.39% Reduce -5.2% 664,424 $38.5M
Birchbrook, Inc. 20.96% Add +0.3% 635,570 $36.9M
Flputnam Investment Management Co. 0.66% Reduce -41.0% 619,386 $35.9M
Northwest Wealth Management, LLC 7.61% Add +44.1% 619,197 $35.9M
Executive Wealth Management, LLC 2.74% Add +2.7% 602,966 $35.0M
Portland Global Advisors LLC 4.39% Add +16.8% 598,180 $34.7M
Oakworth Capital, Inc. 2.37% Add +5.9% 593,592 $34.4M
GLOBALT Investments LLC / GA 1.26% Reduce -3.8% 569,692 $33.0M
Cable Hill Partners, LLC 3.31% Add +13.3% 565,417 $32.8M
MilWealth Group LLC 8.94% Add +4.6% 564,787 $32.8M
Jackson Thornton Wealth Management, LLC 4.05% Add +17.5% 552,645 $32.1M
Evergreen Advisors, LLC 8.74% Add +18.3% 551,001 $32.0M
AE Wealth Management LLC 0.26% Reduce -8.7% 537,919 $31.2M
Albion Financial Group 2.10% Add +12.2% 528,491 $30.7M
Vanguard Group Inc. 0.00% Add +20.4% 525,367 $30.5M
RiverFront Investment Group, LLC 0.67% Reduce -1.3% 509,332 $29.5M
Traphagen Investment Advisors LLC 2.97% Reduce -15.8% 502,632 $29.2M
Towneley Capital Management, Inc / DE 6.51% Add +11.4% 472,360 $27.4M
OneAscent Financial Services LLC 2.31% New 469,048 $27.2M
Wooster Corthell Wealth Management, Inc. 5.89% Add +4.8% 466,467 $27.1M
Roundview Capital LLC 1.83% Add +4.1% 451,774 $26.2M
Vident Advisory, LLC 0.45% New 444,546 $25.8M
BSW Wealth Partners 3.65% Add +4.9% 428,627 $24.9M
Mariner, LLC 0.04% Reduce -4.5% 425,686 $24.7M
Kestra Advisory Services, LLC 0.13% Add +11.0% 412,245 $23.9M
Goldman Sachs Group Inc. 0.00% Reduce -73.4% 406,528 $23.6M
1834 Investment Advisors Co. 2.97% Reduce -4.8% 404,765 $23.5M
Cypress Financial Planning LLC 8.58% Add +4.1% 402,953 $23.4M
Boston Financial Mangement LLC 0.69% Add +1.5% 395,290 $22.9M
Gunma Bank,Ltd. 7.57% Add +102.6% 395,000 $22.9M
Emprise Bank 12.87% Add +13.6% 393,067 $22.8M
Flow Traders U.S. LLC 0.87% Add +3359.5% 374,461 $21.7M
Pathstone Holdings, LLC 0.10% Add +30.5% 370,765 $21.5M
Exchange Traded Concepts, LLC 0.44% New 369,180 $21.4M

"% 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 809 holders