Purchases and Sales Made in Q2 2023 in Vanguard Intermediate Term Cor (VCIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Cor (VCIT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
96New |
$7.52K - $7.75K
|
96
$7.66K
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
84+ 0.55% |
$6.58K - $6.79K
|
15.4K
$1.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
81+ 2.87% |
$6.34K - $6.54K
|
2.9K
$231K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
79+ 22.57% |
$6.19K - $6.38K
|
429
$34.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
79New |
$6.19K - $6.38K
|
79
$6.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
78+ 0.68% |
$6.11K - $6.3K
|
11.6K
$926K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
75+ 17.86% |
$5.87K - $6.06K
|
495
$39.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
75+ 0.48% |
$5.87K - $6.06K
|
15.8K
$1.26M
|
|
|
Mar 12, 2024
Q2 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
73+ 0.17% |
$5.72K - $5.9K
|
43.7K
$3.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
73+ 11.44% |
$5.72K - $5.9K
|
711
$56.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
68+ 1.58% |
$5.33K - $5.49K
|
4.36K
$348K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
61+ 16.94% |
$4.78K - $4.93K
|
421
$33.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
60+ 1.39% |
$4.7K - $4.85K
|
4.37K
$348K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
55+ 0.6% |
$4.31K - $4.44K
|
9.15K
$730K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
50New |
$3.92K - $4.04K
|
50
$3.99K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
47+ 1.82% |
$3.68K - $3.8K
|
2.63K
$210K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
46+ 27.54% |
$3.6K - $3.72K
|
213
$17K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
42+ 3.58% |
$3.29K - $3.39K
|
1.22K
$97K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
39+ 1.13% |
$3.05K - $3.15K
|
3.48K
$278K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
39+ 0.93% |
$3.05K - $3.15K
|
4.24K
$339K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
34+ 1.14% |
$2.66K - $2.75K
|
3.02K
$241K
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
32+ 0.63% |
$2.51K - $2.58K
|
5.12K
$409K
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
32+ 0.17% |
$2.51K - $2.58K
|
18.8K
$1.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
32+ 0.68% |
$2.51K - $2.58K
|
4.71K
$376K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
32New |
$2.51K - $2.58K
|
32
$2.55K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
31+ 0.78% |
$2.43K - $2.5K
|
4K
$319K
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
30+ 0.81% |
$2.35K - $2.42K
|
3.72K
$297K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
29+ 0.7% |
$2.27K - $2.34K
|
4.15K
$331K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
27+ 0.93% |
$2.11K - $2.18K
|
2.94K
$234K
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
25+ 0.92% |
$1.96K - $2.02K
|
2.73K
$218K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
22+ 1.42% |
$1.72K - $1.78K
|
1.57K
$125K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
22+ 0.65% |
$1.72K - $1.78K
|
3.4K
$271K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
22+ 0.36% |
$1.72K - $1.78K
|
6.06K
$484K
|
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
20+ 0.23% |
$1.57K - $1.62K
|
8.67K
$692K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18+ 1.48% |
$1.41K - $1.45K
|
1.23K
$98.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
18+ 0.68% |
$1.41K - $1.45K
|
2.67K
$213K
|
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
17+ 0.24% |
$1.33K - $1.37K
|
7.07K
$564K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
16+ 0.94% |
$1.25K - $1.29K
|
1.72K
$137K
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
16+ 0.25% |
$1.25K - $1.29K
|
6.3K
$503K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
15+ 0.1% |
$1.17K - $1.21K
|
14.9K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
15+ 0.37% |
$1.17K - $1.21K
|
4.09K
$326K
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
13+ 0.06% |
$1.02K - $1.05K
|
23.4K
$1.87M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
11+ 0.97% |
$862 - $889
|
1.14K
$91.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$783 - $808
|
10
$798
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
BUY
|
- |
9+ 0.08% |
$705 - $727
|
10.7K
$857K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9+ 0.26% |
$705 - $727
|
3.43K
$274K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7New |
$548 - $565
|
7
$559
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7+ 0.22% |
$548 - $565
|
3.13K
$249K
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
5+ 0.11% |
$392 - $404
|
4.64K
$370K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.11% |
$392 - $404
|
4.48K
$357K
|