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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.8K- 37.7% |
$540K - $553K
|
11.2K
$901K
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-6.97K- 23.45% |
$553K - $567K
|
22.8K
$1.82M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-7.1K- 29.37% |
$564K - $577K
|
17.1K
$1.37M
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7.34K- 57.72% |
$583K - $597K
|
5.38K
$431K
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-7.42K- 65.94% |
$589K - $603K
|
3.83K
$307K
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-7.63K- 10.66% |
$606K - $620K
|
63.9K
$5.12M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-7.69K- 7.06% |
$611K - $625K
|
101K
$8.11M
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-7.71K- 38.91% |
$612K - $626K
|
12.1K
$970K
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-7.8K- 66.46% |
$619K - $634K
|
3.94K
$316K
|
|
May 09, 2024
Q1 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-8.57K- 25.67% |
$680K - $696K
|
24.8K
$1.99M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.62K- 6.13% |
$684K - $701K
|
132K
$10.6M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-8.91K- 30.6% |
$708K - $725K
|
20.2K
$1.62M
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-9.52K- 43.22% |
$756K - $774K
|
12.5K
$1M
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-9.83K- 3.4% |
$781K - $799K
|
280K
$22.4M
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-9.94K- 60.17% |
$789K - $808K
|
6.58K
$527K
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-10.1K- 7.21% |
$802K - $821K
|
130K
$10.4M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.5K- 3.23% |
$834K - $854K
|
315K
$25.3M
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-10.7K- 44.38% |
$853K - $873K
|
13.5K
$1.08M
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-10.8K- 19.96% |
$856K - $876K
|
43.2K
$3.46M
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-10.9K- 4.8% |
$867K - $887K
|
216K
$17.3M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 23.31% |
$938K - $960K
|
38.9K
$3.12M
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-12.4K- 1.33% |
$984K - $1.01M
|
923K
$74M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.5K- 9.6% |
$989K - $1.01M
|
117K
$9.4M
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
SELL
|
- |
-12.8K- 26.83% |
$1.02M - $1.04M
|
34.9K
$2.79M
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-13.7K- 48.29% |
$1.09M - $1.11M
|
14.7K
$1.18M
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-14.2K- 48.77% |
$1.13M - $1.15M
|
14.9K
$1.2M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-14.6K- 9.63% |
$1.16M - $1.19M
|
137K
$11M
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-15.4K- 83.88% |
$1.22M - $1.25M
|
2.96K
$237K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.8K- 50.26% |
$1.25M - $1.28M
|
15.6K
$1.25M
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-16.5K- 7.03% |
$1.31M - $1.34M
|
219K
$17.5M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-17K- 17.33% |
$1.35M - $1.38M
|
81.3K
$6.51M
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-19.4K- 9.32% |
$1.54M - $1.58M
|
189K
$15.1M
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-20.4K- 29.7% |
$1.62M - $1.66M
|
48.2K
$3.86M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-21.3K- 8.62% |
$1.69M - $1.73M
|
225K
$18.1M
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-21.8K- 13.45% |
$1.73M - $1.77M
|
140K
$11.2M
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-23.7K- 19.04% |
$1.88M - $1.93M
|
101K
$8.08M
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-24.1K- 87.35% |
$1.92M - $1.96M
|
3.49K
$280K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-26.1K- 19.3% |
$2.07M - $2.12M
|
109K
$8.74M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27.9K- 1.88% |
$2.21M - $2.27M
|
1.45M
$116M
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-28.2K- 72.27% |
$2.24M - $2.3M
|
10.8K
$869K
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-28.8K- 71.46% |
$2.29M - $2.34M
|
11.5K
$923K
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-30.2K- 88.7% |
$2.39M - $2.45M
|
3.84K
$308K
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-30.2K- 41.31% |
$2.4M - $2.45M
|
42.9K
$3.44M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-35.1K- 32.03% |
$2.78M - $2.85M
|
74.4K
$5.96M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-38.9KClosed |
$3.09M - $3.16M
|
0
$0
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-42.5K- 49.41% |
$3.37M - $3.45M
|
43.5K
$3.48M
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-42.7K- 5.24% |
$3.39M - $3.47M
|
771K
$61.8M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-46.5K- 0.58% |
$3.69M - $3.78M
|
7.99M
$641M
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-47.1K- 82.24% |
$3.74M - $3.83M
|
10.2K
$815K
|
|
May 15, 2024
Q1 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-56.8K- 23.76% |
$4.51M - $4.62M
|
182K
$14.6M
|