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 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
9.14K+ 23.34% |
$706K - $743K
|
48.3K
$3.87M
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
9.1K+ 49.33% |
$703K - $740K
|
27.6K
$2.21M
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
BUY
|
- |
9.1KNew |
$702K - $740K
|
9.1K
$729K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.03K+ 21.88% |
$697K - $734K
|
50.3K
$4.03M
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
8.97K+ 229.6% |
$692K - $729K
|
12.9K
$1.03M
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
8.59K+ 100.8% |
$664K - $699K
|
17.1K
$1.37M
|
|
May 11, 2023
Q1 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
8.4K+ 4.29% |
$649K - $683K
|
204K
$16.3M
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.03K+ 4.09% |
$620K - $653K
|
204K
$16.4M
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
8.03K+ 5.44% |
$620K - $653K
|
156K
$12.5M
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
7.99K+ 307.82% |
$617K - $650K
|
10.6K
$849K
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.98KNew |
$616K - $649K
|
7.98K
$640K
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
7.97K+ 146.51% |
$616K - $648K
|
13.4K
$1.07M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.92K+ 15.28% |
$612K - $644K
|
59.7K
$4.79M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.77K+ 71.29% |
$600K - $632K
|
18.7K
$1.5M
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
7.73K+ 0.96% |
$597K - $629K
|
811K
$65M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.7K+ 0.81% |
$595K - $626K
|
962K
$77.1M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.64K+ 7.63% |
$590K - $622K
|
108K
$8.64M
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7.53K+ 103.01% |
$581K - $612K
|
14.8K
$1.19M
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.49KNew |
$578K - $609K
|
7.49K
$600K
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
7.38K+ 7.14% |
$570K - $600K
|
111K
$8.88M
|
|
May 08, 2023
Q1 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
7.34K+ 2.08% |
$567K - $597K
|
361K
$28.9M
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
BUY
|
- |
7.32K+ 9.94% |
$566K - $596K
|
81K
$6.49M
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
7.3K+ 1.71% |
$564K - $594K
|
434K
$34.7M
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
7.27KNew |
$562K - $591K
|
7.27K
$583K
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.17KNew |
$554K - $584K
|
7.17K
$575K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.96K+ 14.33% |
$537K - $566K
|
55.5K
$4.45M
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
6.71K+ 22.24% |
$518K - $546K
|
36.9K
$2.95M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.55K+ 10.79% |
$505K - $532K
|
67.2K
$5.39M
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
6.49KNew |
$501K - $528K
|
6.49K
$520K
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
6.46K+ 21.44% |
$499K - $525K
|
36.6K
$2.93M
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
6.38K+ 14.78% |
$493K - $519K
|
49.5K
$3.97M
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
6.3KNew |
$486K - $512K
|
6.3K
$505K
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
6.21KNew |
$480K - $505K
|
6.21K
$498K
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
BUY
|
- |
6.16K+ 13.33% |
$475K - $501K
|
52.3K
$4.19M
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
6.01KNew |
$464K - $489K
|
6.01K
$481K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
5.95K+ 4.36% |
$460K - $484K
|
143K
$11.4M
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
5.9K+ 17.09% |
$456K - $480K
|
40.4K
$3.24M
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
5.86K+ 31.38% |
$453K - $477K
|
24.5K
$1.97M
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
5.79KNew |
$447K - $471K
|
5.79K
$464K
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.77K+ 7.83% |
$446K - $469K
|
79.4K
$6.36M
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.75K+ 0.17% |
$444K - $468K
|
3.35M
$268M
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5.74K+ 215.91% |
$443K - $467K
|
8.4K
$673K
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5.59KNew |
$432K - $455K
|
5.59K
$448K
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
5.33KNew |
$412K - $434K
|
5.33K
$427K
|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
5.24K+ 289.5% |
$405K - $426K
|
7.05K
$565K
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
BUY
|
- |
5.13K+ 5.16% |
$396K - $417K
|
104K
$8.36M
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
5.13K+ 88.89% |
$396K - $417K
|
10.9K
$873K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.92K+ 6.64% |
$380K - $400K
|
78.9K
$6.32M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.84K+ 5.46% |
$374K - $394K
|
93.6K
$7.5M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.53K+ 24.16% |
$350K - $369K
|
23.3K
$1.87M
|