Purchases and Sales Made in Q1 2024 in Vanguard Intermediate Term Cor (VCIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Cor (VCIT) during Q1 2024. 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, 2024
Q1 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-470- 11.58% |
$37.3K - $38.2K
|
3.59K
$286K
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-480- 15.28% |
$38.1K - $39K
|
2.66K
$212K
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-490- 11.12% |
$38.9K - $39.8K
|
3.92K
$312K
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-491- 11.97% |
$39K - $39.9K
|
3.61K
$288K
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-495- 1.93% |
$39.3K - $40.2K
|
25.1K
$2M
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-500- 4.32% |
$39.7K - $40.6K
|
11.1K
$884K
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-508- 7.44% |
$40.3K - $41.3K
|
6.32K
$504K
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-513- 3.51% |
$40.7K - $41.7K
|
14.1K
$1.13M
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-530- 14.01% |
$42.1K - $43.1K
|
3.25K
$260K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-534- 3.15% |
$42.4K - $43.4K
|
16.4K
$1.31M
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-539- 80.09% |
$42.8K - $43.8K
|
134
$10.7K
|
|
Apr 16, 2024
Q1 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-539- 17.43% |
$42.8K - $43.8K
|
2.55K
$204K
|
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-542- 2.79% |
$43K - $44.1K
|
18.9K
$1.51M
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-549Closed |
$43.6K - $44.6K
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-549- 9.59% |
$43.6K - $44.6K
|
5.18K
$413K
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-550- 14.47% |
$43.7K - $44.7K
|
3.25K
$259K
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-609- 12.27% |
$48.3K - $49.5K
|
4.36K
$348K
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
SELL
|
- |
-636- 18.69% |
$50.5K - $51.7K
|
2.77K
$221K
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-639- 1.52% |
$50.7K - $51.9K
|
41.5K
$3.31M
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-647- 4.78% |
$51.4K - $52.6K
|
12.9K
$1.03M
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-649- 10.19% |
$51.5K - $52.8K
|
5.72K
$456K
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-650- 18.9% |
$51.6K - $52.8K
|
2.79K
$223K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-665- 23.38% |
$52.8K - $54.1K
|
2.18K
$174K
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-683- 21.15% |
$54.2K - $55.5K
|
2.55K
$203K
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-700- 11.24% |
$55.6K - $56.9K
|
5.53K
$441K
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-700- 11.21% |
$55.6K - $56.9K
|
5.54K
$442K
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-737- 1.12% |
$58.5K - $59.9K
|
64.9K
$5.18M
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-737- 6.72% |
$58.5K - $59.9K
|
10.2K
$816K
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-740- 22.49% |
$58.7K - $60.1K
|
2.55K
$204K
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-745- 19.33% |
$59.1K - $60.6K
|
3.11K
$248K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-791Closed |
$62.8K - $64.3K
|
0
$0
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-815- 3.49% |
$64.7K - $66.2K
|
22.5K
$1.8M
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-827- 14.43% |
$65.7K - $67.2K
|
4.91K
$391K
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-852- 1.07% |
$67.6K - $69.3K
|
78.5K
$6.27M
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-859- 1.04% |
$68.2K - $69.8K
|
82.1K
$6.55M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-865- 0.46% |
$68.7K - $70.3K
|
189K
$15.1M
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-885- 11.1% |
$70.3K - $71.9K
|
7.09K
$566K
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-907- 22.1% |
$72K - $73.7K
|
3.2K
$255K
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-916- 24.37% |
$72.7K - $74.5K
|
2.84K
$227K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-917- 30.62% |
$72.8K - $74.5K
|
2.08K
$166K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-919- 4.01% |
$73K - $74.7K
|
22K
$1.75M
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-949- 0.82% |
$75.3K - $77.1K
|
115K
$9.18M
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-959- 3.55% |
$76.1K - $77.9K
|
26.1K
$2.08M
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
SELL
|
- |
-961- 8.15% |
$76.3K - $78.1K
|
10.8K
$864K
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-985- 28.22% |
$78.2K - $80.1K
|
2.51K
$200K
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-999- 1.34% |
$79.3K - $81.2K
|
73.4K
$5.85M
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.02K- 7.68% |
$80.9K - $82.8K
|
12.3K
$978K
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.04K- 6.9% |
$82.6K - $84.6K
|
14.1K
$1.12M
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-1.06K- 1.96% |
$84.2K - $86.2K
|
53K
$4.23M
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.06K- 11.0% |
$84.3K - $86.3K
|
8.59K
$686K
|