VANGUARD INTERMEDIATE-TERM T - Security Detail

Security Name:	VANGUARD INTERMEDIATE-TERM T
Ticker:	VGIT
Security Type:	OTHER
Exchange:	US
CUSIP:	92206C706

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$22.10B	-	669	-
2024-09-30	$23.72B	+7.3%	700	+4.6%
2024-12-31	$20.47B	-13.7%	583	-16.7%

Institution	Value	Shares	% of Portfolio
GITTERMAN WEALTH MANAGEMENT, LLC	$104.0M	1,793K	43.5%
PERMANENT CAPITAL MANAGEMENT, LP	$62.9M	1,085K	19.5%
SCS CAPITAL MANAGEMENT LLC	$609.3M	10,505K	12.6%
MICHAEL A. DUBIS FINANCIAL PLANNING, LLC	$12.5M	215K	12.1%
CLIFFWATER LLC	$44.5M	767K	10.9%
NOVA R WEALTH, INC.	$20.7M	357K	10.5%
NEPC LLC	$388.6M	6,699K	10.4%
MILWEALTH GROUP LLC	$32.8M	564K	8.9%
ELEVATE WEALTH ADVISORY, INC	$11.9M	204K	8.9%
EVERGREEN ADVISORS, LLC	$32.0M	551K	8.7%
MIDLAND WEALTH ADVISORS LLC	$145.1M	2,501K	8.7%
SUMMIT TRAIL ADVISORS, LLC	$219.9M	3,791K	8.1%
NORTHWEST WEALTH MANAGEMENT, LLC	$35.9M	619K	7.6%
GUNMA BANK,LTD.	$22.9M	395K	7.6%
NEWPORT CAPITAL GROUP, LLC	$10.3M	176K	7.6%
CRAVENS & CO ADVISORS, LLC	$9.4M	162K	7.2%
POINCIANA ADVISORS GROUP, LLC	$7.1M	121K	7.2%
VERNAL POINT ADVISORS, LLC	$10.4M	178K	7.1%
PRIVATE WEALTH MANAGEMENT GROUP, LLC	$18.3M	315K	7.0%
UNITED WEALTH MANAGEMENT, LLC	$20.2M	347K	6.8%
STRATEGIC FINANCIAL SERVICES, INC.	$112.6M	1,940K	6.7%
TOWNELEY CAPITAL MANAGEMENT, INC / DE	$27.4M	472K	6.5%
COGENTBLUE WEALTH ADVISORS, LLC	$7.4M	126K	6.5%
PROFFITT & GOODSON INC	$38.5M	664K	6.4%
HURLEY CAPITAL, LLC	$7.8M	134K	6.3%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
OALC	US	ONEASCENT LARGE CAP CORE	0.200	3	15
OACP	US	ONEASCENT CORE PLUS BOND ETF	0.188	3	16
BSVO	US	EA BRIDGEWAY OMNI SM-CP VAL	0.159	11	69
OAEM	US	ONEASCENT EMRG MARKETS ETF	0.150	3	20
OAIM	US	ONEASCENT INTL EQTY ETF	0.143	3	21
DTF	US	DTF TAX-FREE INCOME 2028 TER	0.069	2	29
VGSH	US	VANGUARD SHORT-TERM TREASURY	0.059	39	664
DECW	US	ALLIANZIM US LC BUFFER20 DEC	0.057	3	53
IBD	US	INSPIRE CORPORATE BOND ETF	0.056	4	72
JANW	US	ALLIANZIM US LC BUFFER20 JAN	0.053	3	57
AVDV	US	AVANTIS INTL S/C VALUE ETF	0.052	16	308
DISV	US	DIMENSIONAL INTERNATIONAL SM	0.052	12	233
VGLT	US	VANGUARD LONG-TERM TREASURY	0.049	15	306
DFEM	US	DIMENSIONAL EMERGING MARKETS	0.049	14	288
DFSD	US	DIMENSIONAL SHORT DURATION	0.047	11	235
VTIP	US	VANGUARD SHORT-TERM TIPS	0.044	24	549
DIHP	US	DIMENSIONAL INTERNATIONAL HI	0.041	7	169
DFIV	US	DIMENSIONAL INTERNATIONAL VA	0.037	16	430
IDEV	US	ISHARES CORE MSCI DEV MKTS	0.037	14	383
VCIT	US	VANGUARD INT-TERM CORPORATE	0.035	30	849
DFGX	US	DIM GBL EX US C FIXED INC	0.034	2	58
DFSV	US	DIMENSIONAL US SMALL CAP VAL	0.034	10	293
DFAX	US	DIMENSIONAL WORLD EX US CORE	0.034	13	386
DUHP	US	DIMENSIONAL US HIGH PROFI ET	0.033	9	276
AVUV	US	AVANTIS US SMALL CAP VALUE	0.033	18	553