Purchases and Sales Made in Q1 2023 in Vanguard Intermediate Term Cor (VCIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Cor (VCIT) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD INTERMEDIATE-TERM COR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
41+ 6.87% |
$3.17K - $3.34K
|
638
$50.9K
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
39New |
$3.01K - $3.17K
|
39
$3.11K
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 0.62% |
$3.01K - $3.17K
|
6.35K
$507K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
33New |
$2.55K - $2.68K
|
33
$2.63K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
31+ 281.82% |
$2.39K - $2.52K
|
42
$3.35K
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
27+ 0.61% |
$2.09K - $2.2K
|
4.45K
$355K
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
26+ 0.43% |
$2.01K - $2.12K
|
6.04K
$482K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
24+ 0.57% |
$1.85K - $1.95K
|
4.21K
$336K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
21New |
$1.62K - $1.71K
|
21
$1.68K
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
20+ 0.43% |
$1.54K - $1.63K
|
4.68K
$373K
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
19+ 0.48% |
$1.47K - $1.55K
|
3.97K
$317K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
19New |
$1.47K - $1.55K
|
19
$1.52K
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
15+ 214.29% |
$1.16K - $1.22K
|
22
$1.76K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
15New |
$1.16K - $1.22K
|
15
$1.2K
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
12+ 0.14% |
$927 - $976
|
8.65K
$690K
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
12+ 32.43% |
$927 - $976
|
49
$3.91K
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
12+ 7.06% |
$927 - $976
|
182
$14.5K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
10+ 38.46% |
$772 - $814
|
36
$2.87K
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
10+ 0.59% |
$772 - $814
|
1.7K
$136K
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
7+ 0.45% |
$541 - $569
|
1.57K
$126K
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
6+ 0.03% |
$463 - $488
|
19.8K
$1.58M
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
5+ 0.97% |
$386 - $407
|
519
$41.4K
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
5+ 2.7% |
$386 - $407
|
190
$15.2K
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5+ 0.19% |
$386 - $407
|
2.63K
$210K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.56% |
$386 - $407
|
900
$71.8K
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
5+ 2.7% |
$386 - $407
|
190
$15.2K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.6% |
$232 - $244
|
499
$39.8K
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.04% |
$232 - $244
|
8.38K
$669K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2+ 0.06% |
$154 - $163
|
3.46K
$276K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.37% |
$154 - $163
|
543
$43.3K
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2+ 0.05% |
$154 - $163
|
3.79K
$303K
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
2+ 0.06% |
$154 - $163
|
3.12K
$249K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.05% |
$77.2 - $81.4
|
2.15K
$171K
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 0.49% |
$77.2 - $81.4
|
203
$16.2K
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1- 0.01% |
$77.2 - $81.4
|
10.3K
$823K
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2- 16.67% |
$154 - $163
|
10
$798
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-2- 0.04% |
$154 - $163
|
4.69K
$374K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-10- 9.26% |
$772 - $814
|
98
$7.82K
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-14- 1.85% |
$1.08K - $1.14K
|
743
$59.3K
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-14- 0.9% |
$1.08K - $1.14K
|
1.55K
$124K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-18- 0.27% |
$1.39K - $1.46K
|
6.6K
$526K
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-18- 0.4% |
$1.39K - $1.46K
|
4.48K
$358K
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-19- 0.09% |
$1.47K - $1.55K
|
21K
$1.68M
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-21- 1.7% |
$1.62K - $1.71K
|
1.21K
$96.9K
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-23- 0.66% |
$1.78K - $1.87K
|
3.46K
$276K
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-32- 0.42% |
$2.47K - $2.6K
|
7.53K
$601K
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-33- 0.76% |
$2.55K - $2.68K
|
4.33K
$345K
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-35- 55.56% |
$2.7K - $2.85K
|
28
$2.23K
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-38- 0.61% |
$2.93K - $3.09K
|
6.2K
$495K
|