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
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19K+ 28.94% |
$1.5M - $1.54M
|
84.4K
$6.77M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
18.9K+ 5.56% |
$1.5M - $1.54M
|
359K
$28.8M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
18.7KNew |
$1.49M - $1.52M
|
18.7K
$1.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
18.5K+ 42.64% |
$1.47M - $1.51M
|
62K
$4.97M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
18.5K+ 7.13% |
$1.47M - $1.51M
|
278K
$22.3M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
18.4K+ 10.52% |
$1.46M - $1.49M
|
193K
$15.5M
|
|
|
Oct 30, 2024
Q1 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
18.3K+ 26.46% |
$1.46M - $1.49M
|
87.7K
$7.03M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
18.3K+ 5.81% |
$1.45M - $1.49M
|
333K
$26.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
18.2K+ 200.57% |
$1.44M - $1.48M
|
27.2K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
18.2K+ 200.91% |
$1.44M - $1.48M
|
27.2K
$2.18M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
18.1K+ 217.32% |
$1.44M - $1.47M
|
26.5K
$2.12M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
18.1K+ 11.9% |
$1.44M - $1.47M
|
170K
$13.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
17.9K+ 42.95% |
$1.42M - $1.45M
|
59.5K
$4.77M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
17.7K+ 8.33% |
$1.4M - $1.44M
|
230K
$18.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
17.6K+ 369.51% |
$1.4M - $1.43M
|
22.4K
$1.79M
|
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
17.5K+ 23.67% |
$1.39M - $1.42M
|
91.2K
$7.31M
|
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
17.5K+ 23.67% |
$1.39M - $1.42M
|
91.2K
$7.31M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.4K+ 29.48% |
$1.38M - $1.42M
|
76.5K
$6.13M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
17KNew |
$1.35M - $1.38M
|
17K
$1.36M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
16.9KNew |
$1.34M - $1.38M
|
16.9K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
16.7K+ 69.23% |
$1.33M - $1.36M
|
40.9K
$3.28M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
16.6KNew |
$1.32M - $1.35M
|
16.6K
$1.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
16.6K+ 5.13% |
$1.32M - $1.35M
|
340K
$27.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
16.4K+ 73.32% |
$1.3M - $1.33M
|
38.8K
$3.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
16.3KNew |
$1.29M - $1.32M
|
16.3K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
16.3K+ 2.18% |
$1.29M - $1.32M
|
763K
$61.1M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
16.3K+ 1.45% |
$1.29M - $1.32M
|
1.14M
$91.2M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
16K+ 158.02% |
$1.27M - $1.3M
|
26.1K
$2.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
15.9KNew |
$1.26M - $1.29M
|
15.9K
$1.27M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
15.6K+ 29.13% |
$1.24M - $1.27M
|
69.3K
$5.55M
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
15.4K+ 202.53% |
$1.23M - $1.25M
|
23.1K
$1.85M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
15.3K+ 25.39% |
$1.22M - $1.24M
|
75.6K
$6.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
15.2K+ 12.06% |
$1.21M - $1.24M
|
141K
$11.3M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
15.1K+ 26.33% |
$1.2M - $1.23M
|
72.6K
$5.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
15KNew |
$1.19M - $1.22M
|
15K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.9K+ 6.3% |
$1.18M - $1.21M
|
252K
$20.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
14.7K+ 9.34% |
$1.17M - $1.19M
|
172K
$13.8M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
14.7KNew |
$1.17M - $1.19M
|
14.7K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
14.6K+ 130.38% |
$1.16M - $1.19M
|
25.8K
$2.07M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
14.4K+ 79.31% |
$1.14M - $1.17M
|
32.5K
$2.61M
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
13.8K+ 29.57% |
$1.1M - $1.13M
|
60.7K
$4.86M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
13.8K+ 109.37% |
$1.1M - $1.12M
|
26.4K
$2.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
13.7K+ 3.66% |
$1.09M - $1.11M
|
389K
$31.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
13.5K+ 2.1% |
$1.07M - $1.1M
|
656K
$52.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
13.5K+ 363.64% |
$1.07M - $1.1M
|
17.2K
$1.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
13.4K+ 3.3% |
$1.06M - $1.09M
|
418K
$33.5M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
13.3K+ 5.42% |
$1.06M - $1.08M
|
259K
$20.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Divergent Planning, LLC
|
BUY
|
- |
13.2K+ 5.52% |
$1.05M - $1.07M
|
252K
$20.2M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
13.2K+ 67.15% |
$1.05M - $1.07M
|
32.8K
$2.63M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
13.1K+ 9.33% |
$1.04M - $1.06M
|
153K
$12.3M
|