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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.31K- 40.85% |
$333K - $350K
|
6.24K
$498K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-4.38K- 20.26% |
$338K - $356K
|
17.2K
$1.37M
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-4.47K- 28.79% |
$345K - $364K
|
11.1K
$883K
|
|
May 09, 2023
Q1 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-4.49K- 1.22% |
$347K - $365K
|
363K
$28.9M
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.49KClosed |
$347K - $365K
|
0
$0
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-4.58K- 6.36% |
$354K - $373K
|
67.4K
$5.38M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.81K- 35.09% |
$372K - $391K
|
8.9K
$710K
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.89K- 3.05% |
$378K - $398K
|
155K
$12.4M
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.91K- 10.0% |
$379K - $399K
|
44.2K
$3.52M
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-4.99K- 8.27% |
$386K - $406K
|
55.4K
$4.42M
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-5.2K- 1.36% |
$402K - $423K
|
376K
$30M
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-5.31K- 9.36% |
$410K - $432K
|
51.5K
$4.11M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.68K- 44.83% |
$438K - $462K
|
6.99K
$558K
|
|
May 10, 2023
Q1 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-5.73K- 5.02% |
$443K - $466K
|
108K
$8.66M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-5.8K- 6.1% |
$448K - $472K
|
89.3K
$7.13M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-6.12K- 1.66% |
$472K - $498K
|
363K
$28.9M
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-6.17K- 28.25% |
$476K - $502K
|
15.7K
$1.25M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.31K- 32.21% |
$487K - $513K
|
13.3K
$1.06M
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-6.41K- 16.07% |
$495K - $521K
|
33.5K
$2.67M
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-6.47K- 58.05% |
$500K - $526K
|
4.68K
$373K
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-6.75K- 5.65% |
$521K - $549K
|
113K
$8.99M
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-6.78K- 22.22% |
$524K - $552K
|
23.7K
$1.89M
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-6.92K- 23.28% |
$534K - $563K
|
22.8K
$1.82M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-7.53K- 69.51% |
$581K - $612K
|
3.3K
$263K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.6K- 18.43% |
$587K - $618K
|
33.6K
$2.68M
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-7.65K- 14.02% |
$591K - $622K
|
46.9K
$3.74M
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-7.68K- 18.42% |
$593K - $625K
|
34K
$2.72M
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
SELL
|
- |
-8.03K- 23.01% |
$620K - $653K
|
26.9K
$2.14M
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-8.41K- 72.21% |
$650K - $684K
|
3.24K
$258K
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-8.56K- 72.43% |
$661K - $696K
|
3.26K
$260K
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-8.57K- 56.9% |
$662K - $697K
|
6.49K
$518K
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-8.65K- 53.62% |
$668K - $704K
|
7.49K
$597K
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-8.79K- 47.57% |
$679K - $715K
|
9.69K
$773K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-9.09K- 1.28% |
$702K - $739K
|
702K
$56M
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9.3K- 78.75% |
$718K - $756K
|
2.51K
$200K
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-9.93K- 63.99% |
$767K - $808K
|
5.59K
$446K
|
|
Apr 21, 2023
Q1 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-10.4K- 13.15% |
$802K - $845K
|
68.6K
$5.47M
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-11K- 8.48% |
$847K - $893K
|
118K
$9.44M
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-11.1K- 75.99% |
$854K - $899K
|
3.49K
$279K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.1K- 63.82% |
$860K - $906K
|
6.32K
$504K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-11.5K- 6.98% |
$889K - $936K
|
153K
$12.2M
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-11.6K- 66.16% |
$892K - $940K
|
5.91K
$472K
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-12.1K- 21.97% |
$933K - $983K
|
42.9K
$3.42M
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-12.3K- 36.14% |
$950K - $1M
|
21.7K
$1.74M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.1K- 3.22% |
$1.01M - $1.06M
|
393K
$31.4M
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-14.4K- 9.41% |
$1.11M - $1.17M
|
139K
$11.1M
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-14.5K- 75.44% |
$1.12M - $1.18M
|
4.73K
$378K
|
|
May 15, 2023
Q1 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-14.9K- 18.68% |
$1.15M - $1.21M
|
64.7K
$5.17M
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-15.1K- 65.28% |
$1.16M - $1.23M
|
8.02K
$640K
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-15.8K- 26.18% |
$1.22M - $1.29M
|
44.7K
$3.57M
|