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 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
4.48K+ 34.2% |
$346K - $364K
|
17.6K
$1.41M
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.36K+ 9.18% |
$337K - $355K
|
51.9K
$4.16M
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
4.32K+ 9.29% |
$334K - $352K
|
50.8K
$4.07M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.25KNew |
$328K - $345K
|
4.25K
$340K
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.21K+ 33.66% |
$325K - $342K
|
16.7K
$1.34M
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
4.1KNew |
$317K - $334K
|
4.1K
$329K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
4.03K+ 20.66% |
$311K - $328K
|
23.5K
$1.89M
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.96KNew |
$306K - $322K
|
3.96K
$317K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
3.75K+ 8.49% |
$290K - $305K
|
47.9K
$3.84M
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
3.65KNew |
$282K - $297K
|
3.65K
$292K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.63KNew |
$281K - $296K
|
3.63K
$291K
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
3.62K+ 47.33% |
$280K - $295K
|
11.3K
$903K
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.62KNew |
$279K - $294K
|
3.62K
$290K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.62K+ 21.35% |
$279K - $294K
|
20.6K
$1.65M
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.6K+ 3.3% |
$278K - $293K
|
113K
$9.02M
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3.59K+ 58.57% |
$277K - $292K
|
9.72K
$779K
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.59K+ 9.57% |
$277K - $292K
|
41.1K
$3.29M
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.57KNew |
$275K - $290K
|
3.57K
$286K
|
|
Apr 26, 2023
Q1 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.56KNew |
$275K - $289K
|
3.56K
$285K
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
3.56K+ 23.88% |
$275K - $289K
|
18.4K
$1.48M
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.55KNew |
$274K - $289K
|
3.55K
$285K
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.55KNew |
$274K - $289K
|
3.55K
$284K
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.38K+ 106.87% |
$261K - $275K
|
6.54K
$524K
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.32KNew |
$256K - $270K
|
3.32K
$266K
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.31KNew |
$255K - $269K
|
3.31K
$265K
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.31KNew |
$255K - $269K
|
3.31K
$265K
|
|
Apr 17, 2023
Q1 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
3.29K+ 3.05% |
$254K - $268K
|
111K
$8.92M
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.27KNew |
$253K - $266K
|
3.27K
$262K
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3.23K+ 73.76% |
$250K - $263K
|
7.62K
$610K
|
|
May 10, 2023
Q1 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
3.15K+ 5.33% |
$243K - $256K
|
62.3K
$4.99M
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
3.14KNew |
$243K - $256K
|
3.14K
$252K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.12KNew |
$241K - $254K
|
3.12K
$250K
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.1K+ 116.48% |
$240K - $252K
|
5.77K
$462K
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.08K+ 19.6% |
$238K - $251K
|
18.8K
$1.51M
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
3.04KNew |
$235K - $247K
|
3.04K
$243K
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.03K+ 16.39% |
$234K - $246K
|
21.5K
$1.72M
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.01KNew |
$233K - $245K
|
3.01K
$241K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.97K+ 2.67% |
$229K - $242K
|
114K
$9.16M
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
2.95K+ 27.09% |
$227K - $240K
|
13.8K
$1.11M
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.92K+ 41.91% |
$225K - $237K
|
9.87K
$791K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.89K+ 2.3% |
$223K - $235K
|
129K
$10.3M
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.87KNew |
$222K - $234K
|
2.87K
$230K
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.87KNew |
$222K - $233K
|
2.87K
$230K
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
2.78KNew |
$215K - $226K
|
2.78K
$223K
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.78KNew |
$215K - $226K
|
2.78K
$223K
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.75K+ 8.58% |
$213K - $224K
|
34.9K
$2.79M
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.72K+ 29.0% |
$210K - $221K
|
12.1K
$969K
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.71K+ 4.75% |
$210K - $221K
|
59.8K
$4.79M
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.71KNew |
$209K - $220K
|
2.71K
$217K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.69KNew |
$208K - $219K
|
2.69K
$216K
|