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 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-16.8K- 13.95% |
$1.29M - $1.36M
|
103K
$8.28M
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-17.4K- 99.54% |
$1.34M - $1.41M
|
80
$6.41K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-17.7K- 65.49% |
$1.37M - $1.44M
|
9.33K
$748K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.1K- 5.89% |
$1.47M - $1.55M
|
304K
$24.4M
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-19.3K- 33.96% |
$1.49M - $1.57M
|
37.5K
$3M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-19.3K- 14.44% |
$1.49M - $1.57M
|
114K
$9.16M
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-19.7K- 90.0% |
$1.52M - $1.6M
|
2.19K
$175K
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-19.7K- 1.53% |
$1.52M - $1.6M
|
1.27M
$102M
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-20.2K- 48.97% |
$1.56M - $1.65M
|
21.1K
$1.69M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-21K- 3.44% |
$1.62M - $1.71M
|
590K
$47.3M
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-22K- 44.01% |
$1.7M - $1.79M
|
27.9K
$2.24M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-22K- 32.74% |
$1.7M - $1.79M
|
45.2K
$3.62M
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-22.6K- 27.03% |
$1.74M - $1.84M
|
61K
$4.89M
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-22.8K- 55.01% |
$1.76M - $1.86M
|
18.7K
$1.49M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-23.4K- 29.04% |
$1.81M - $1.91M
|
57.3K
$4.59M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-23.9K- 18.62% |
$1.85M - $1.95M
|
105K
$8.38M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26.1K- 18.54% |
$2.02M - $2.12M
|
115K
$9.19M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-29K- 12.87% |
$2.24M - $2.36M
|
197K
$15.8M
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-31.1K- 0.23% |
$2.4M - $2.53M
|
13.6M
$1.09B
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-31.2K- 39.46% |
$2.41M - $2.54M
|
47.8K
$3.83M
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-36.2K- 23.89% |
$2.79M - $2.94M
|
115K
$9.23M
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-39.7K- 38.86% |
$3.06M - $3.23M
|
62.4K
$5M
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-40.8K- 98.75% |
$3.15M - $3.32M
|
515
$41.3K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-42.7K- 21.43% |
$3.3M - $3.47M
|
156K
$12.5M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-48.6K- 13.72% |
$3.75M - $3.95M
|
305K
$24.5M
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-48.8K- 41.08% |
$3.77M - $3.97M
|
70K
$5.61M
|
|
May 09, 2023
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-50.2K- 73.08% |
$3.88M - $4.08M
|
18.5K
$1.48M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-50.2K- 18.72% |
$3.88M - $4.08M
|
218K
$17.5M
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-51.2K- 53.86% |
$3.95M - $4.16M
|
43.8K
$3.51M
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-54.3K- 33.09% |
$4.19M - $4.42M
|
110K
$8.8M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-56.7K- 10.13% |
$4.38M - $4.62M
|
503K
$40.3M
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-63K- 81.62% |
$4.86M - $5.12M
|
14.2K
$1.14M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-63.3K- 0.76% |
$4.89M - $5.15M
|
8.3M
$665M
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-76.3K- 15.54% |
$5.89M - $6.21M
|
415K
$33.2M
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-78.9K- 93.27% |
$6.09M - $6.42M
|
5.7K
$457K
|
|
Nov 13, 2024
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-79.4K- 81.11% |
$6.13M - $6.46M
|
18.5K
$1.48M
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-82.2K- 19.27% |
$6.35M - $6.69M
|
344K
$27.6M
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-86.5K- 45.79% |
$6.68M - $7.04M
|
102K
$8.21M
|
|
May 10, 2023
Q1 2023
|
American Family Insurance Mutual Holding CO
|
SELL
|
- |
-100K- 9.29% |
$7.72M - $8.13M
|
977K
$78.3M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-121K- 6.41% |
$9.37M - $9.87M
|
1.77M
$142M
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-123K- 95.34% |
$9.47M - $9.98M
|
6K
$481K
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-125K- 29.27% |
$9.64M - $10.2M
|
302K
$24.2M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-130K- 2.93% |
$10M - $10.6M
|
4.3M
$345M
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-155K- 73.33% |
$12M - $12.6M
|
56.4K
$4.52M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-198K- 44.84% |
$15.3M - $16.1M
|
244K
$19.6M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-216K- 37.64% |
$16.7M - $17.5M
|
357K
$28.6M
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
SELL
|
- |
-229K- 16.47% |
$17.7M - $18.6M
|
1.16M
$93M
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-254K- 21.55% |
$19.6M - $20.6M
|
924K
$74M
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-287K- 81.72% |
$22.2M - $23.4M
|
64.3K
$5.15M
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-316K- 70.42% |
$24.4M - $25.7M
|
133K
$10.6M
|