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
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-607- 8.91% |
$46.9K - $49.4K
|
6.2K
$495K
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-611- 11.6% |
$47.2K - $49.7K
|
4.66K
$372K
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-611- 1.74% |
$47.2K - $49.7K
|
34.4K
$2.75M
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-619- 18.62% |
$47.8K - $50.4K
|
2.71K
$216K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-640Closed |
$49.4K - $52.1K
|
0
$0
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-642- 19.47% |
$49.6K - $52.2K
|
2.66K
$212K
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-708- 77.72% |
$54.7K - $57.6K
|
203
$16.2K
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-710- 5.05% |
$54.8K - $57.8K
|
13.4K
$1.07M
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-730- 21.18% |
$56.4K - $59.4K
|
2.72K
$217K
|
|
Apr 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-743- 20.61% |
$57.4K - $60.4K
|
2.86K
$228K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-757- 17.39% |
$58.5K - $61.6K
|
3.6K
$287K
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
SELL
|
- |
-771- 2.53% |
$59.5K - $62.7K
|
29.8K
$2.37M
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-775- 0.44% |
$59.9K - $63K
|
176K
$14M
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-782- 10.8% |
$60.4K - $63.6K
|
6.46K
$515K
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-784- 21.09% |
$60.5K - $63.8K
|
2.93K
$234K
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-817- 0.48% |
$63.1K - $66.5K
|
168K
$13.4M
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-869- 76.09% |
$67.1K - $70.7K
|
273
$21.8K
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-909- 96.29% |
$70.2K - $73.9K
|
35
$2.79K
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-939- 10.55% |
$72.5K - $76.4K
|
7.97K
$636K
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-955- 0.47% |
$73.8K - $77.7K
|
201K
$16M
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-986- 22.58% |
$76.1K - $80.2K
|
3.38K
$270K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-996- 22.12% |
$76.9K - $81K
|
3.51K
$280K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-996- 22.12% |
$76.9K - $81K
|
3.51K
$280K
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.05K- 1.71% |
$80.7K - $85K
|
60.1K
$4.8M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.07K- 0.73% |
$82.8K - $87.2K
|
146K
$11.7M
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.1K- 4.65% |
$84.6K - $89.1K
|
22.5K
$1.79M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 15.87% |
$86.3K - $90.9K
|
5.92K
$473K
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.13K- 4.19% |
$87K - $91.7K
|
25.8K
$2.06M
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.13K- 18.15% |
$87.2K - $91.8K
|
5.09K
$406K
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.18K- 4.34% |
$91.4K - $96.2K
|
26K
$2.08M
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.21K- 25.31% |
$93.1K - $98K
|
3.56K
$284K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.22K- 7.81% |
$94.2K - $99.2K
|
14.4K
$1.15M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.22K- 3.69% |
$94.4K - $99.4K
|
31.9K
$2.55M
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
SELL
|
- |
-1.22K- 7.67% |
$94.5K - $99.6K
|
14.7K
$1.18M
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.25K- 6.13% |
$96.8K - $102K
|
19.2K
$1.53M
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.25K- 32.13% |
$96.8K - $102K
|
2.65K
$211K
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.28K- 23.53% |
$98.9K - $104K
|
4.16K
$332K
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.28K- 16.99% |
$99.2K - $104K
|
6.28K
$501K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.28K- 40.97% |
$99.2K - $104K
|
1.85K
$148K
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.34K- 3.57% |
$104K - $109K
|
36.3K
$2.9M
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 3.99% |
$105K - $111K
|
32.8K
$2.62M
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.39K- 0.9% |
$107K - $113K
|
154K
$12.3M
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.42K- 6.74% |
$109K - $115K
|
19.6K
$1.56M
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.51K- 4.31% |
$117K - $123K
|
33.6K
$2.68M
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.52K- 23.69% |
$117K - $124K
|
4.9K
$391K
|
|
Apr 19, 2023
Q1 2023
|
Better Wealth, LLC
|
SELL
|
- |
-1.52K- 4.11% |
$118K - $124K
|
35.5K
$2.84M
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.53K- 27.23% |
$118K - $124K
|
4.08K
$325K
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1.54K- 4.28% |
$119K - $125K
|
34.4K
$2.75M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.54K- 14.34% |
$119K - $125K
|
9.21K
$735K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.58K- 32.66% |
$122K - $128K
|
3.25K
$260K
|