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 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
59.5KNew |
$4.59M - $4.84M
|
59.5K
$4.77M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
51.9K+ 4.5% |
$4.01M - $4.23M
|
1.21M
$96.7M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
48KNew |
$3.7M - $3.9M
|
48K
$3.84M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
47.9K+ 19.69% |
$3.7M - $3.9M
|
291K
$23.4M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
45.7K+ 4.54% |
$3.53M - $3.72M
|
1.05M
$84.4M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
41.2K+ 58922.86% |
$3.19M - $3.36M
|
41.3K
$3.31M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
40.1K+ 87.15% |
$3.1M - $3.26M
|
86.1K
$6.9M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
39.3K+ 2.78% |
$3.03M - $3.19M
|
1.45M
$116M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
39K+ 15.18% |
$3.01M - $3.17M
|
296K
$23.7M
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
38.4KNew |
$2.97M - $3.12M
|
38.4K
$3.08M
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
37.8KNew |
$2.92M - $3.07M
|
37.8K
$3.03M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
37.4K+ 83.6% |
$2.89M - $3.04M
|
82.1K
$6.58M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
37KNew |
$2.86M - $3.01M
|
37K
$2.97M
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
36.1K+ 305.53% |
$2.78M - $2.93M
|
47.9K
$3.84M
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
33.5K+ 22.97% |
$2.59M - $2.72M
|
179K
$14.4M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
33.4K+ 13.21% |
$2.58M - $2.72M
|
287K
$23M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
32.6K+ 138.66% |
$2.52M - $2.65M
|
56.1K
$4.5M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30K+ 37.54% |
$2.32M - $2.44M
|
110K
$8.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28.6KNew |
$2.21M - $2.33M
|
28.6K
$2.29M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
28.5KNew |
$2.2M - $2.32M
|
28.5K
$2.29M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
28.2K+ 46.84% |
$2.18M - $2.29M
|
88.4K
$7.09M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
28.1K+ 22.11% |
$2.17M - $2.29M
|
155K
$12.4M
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
28K+ 68.35% |
$2.16M - $2.28M
|
69K
$5.53M
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
27.6K+ 123.6% |
$2.13M - $2.25M
|
49.9K
$4M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
27.5KNew |
$2.12M - $2.24M
|
27.5K
$2.2M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
27.1KNew |
$2.1M - $2.21M
|
27.1K
$2.17M
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
27.1K+ 17.61% |
$2.09M - $2.21M
|
181K
$14.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
26.9K+ 290.9% |
$2.08M - $2.19M
|
36.2K
$2.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
26.6K+ 17.4% |
$2.05M - $2.16M
|
179K
$14.4M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.1K+ 22.75% |
$2.02M - $2.12M
|
141K
$11.3M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
26KNew |
$2.01M - $2.11M
|
26K
$2.08M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
25.6KNew |
$1.98M - $2.09M
|
25.6K
$2.05M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
24.9K+ 7.27% |
$1.92M - $2.03M
|
367K
$29.4M
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
24.5K+ 18.79% |
$1.89M - $1.99M
|
155K
$12.4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24.1K+ 9.25% |
$1.86M - $1.96M
|
285K
$22.9M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
24K+ 6.23% |
$1.85M - $1.95M
|
409K
$32.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
23.3K+ 15.78% |
$1.8M - $1.9M
|
171K
$13.7M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
23.3KNew |
$1.8M - $1.9M
|
23.3K
$1.87M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.4K+ 8.17% |
$1.66M - $1.74M
|
284K
$22.7M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21K+ 16.08% |
$1.62M - $1.71M
|
151K
$12.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
20.9K+ 6.67% |
$1.62M - $1.7M
|
335K
$26.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
20.6K+ 83.2% |
$1.59M - $1.68M
|
45.5K
$3.64M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
20.5KNew |
$1.58M - $1.67M
|
20.5K
$1.64M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
20K+ 18.48% |
$1.55M - $1.63M
|
128K
$10.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
19.5K+ 3.25% |
$1.5M - $1.58M
|
619K
$49.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
19.4K+ 640.9% |
$1.5M - $1.58M
|
22.5K
$1.8M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
18.7K+ 13.68% |
$1.44M - $1.52M
|
155K
$12.5M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
18.5KNew |
$1.43M - $1.5M
|
18.5K
$1.48M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
18.4K+ 23055.0% |
$1.42M - $1.5M
|
18.5K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
18.2K+ 5.31% |
$1.41M - $1.48M
|
362K
$29M
|