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 |
---|---|---|---|---|---|---|---|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.05K- 16.5% |
$82.2K - $84.8K
|
5.31K
$424K
|
|
Aug 10, 2023
Q2 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.05K- 5.26% |
$82.2K - $84.8K
|
18.9K
$1.51M
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.07K- 5.43% |
$84K - $86.7K
|
18.7K
$1.49M
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.08K- 11.25% |
$84.8K - $87.4K
|
8.53K
$681K
|
|
Jul 26, 2023
Q2 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.12K- 1.66% |
$87.4K - $90.2K
|
66.3K
$5.29M
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.12K- 32.09% |
$87.8K - $90.6K
|
2.37K
$189K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.16K- 8.81% |
$90.9K - $93.8K
|
12K
$958K
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.18K- 16.46% |
$92.7K - $95.6K
|
6.01K
$479K
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.19K- 73.82% |
$93K - $95.9K
|
421
$33.6K
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-1.19K- 2.4% |
$93.3K - $96.2K
|
48.3K
$3.86M
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.19K- 24.56% |
$93.4K - $96.4K
|
3.66K
$292K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.21K- 10.3% |
$94.6K - $97.6K
|
10.5K
$840K
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-1.22K- 17.9% |
$95.2K - $98.1K
|
5.57K
$445K
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.24K- 29.12% |
$97.1K - $100K
|
3.02K
$241K
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.29K- 0.36% |
$101K - $104K
|
351K
$28M
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.3K- 8.92% |
$102K - $105K
|
13.3K
$1.06M
|
|
Aug 09, 2023
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.31K- 33.34% |
$103K - $106K
|
2.62K
$209K
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.31K- 33.34% |
$103K - $106K
|
2.62K
$209K
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.36K- 32.55% |
$106K - $109K
|
2.81K
$224K
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.37K- 14.61% |
$107K - $111K
|
8K
$639K
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.41K- 0.49% |
$110K - $114K
|
285K
$22.8M
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.41K- 18.89% |
$111K - $114K
|
6.07K
$484K
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
SELL
|
- |
-1.42K- 19.76% |
$112K - $115K
|
5.78K
$462K
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.46K- 27.74% |
$114K - $118K
|
3.79K
$303K
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.46K- 34.34% |
$114K - $118K
|
2.79K
$222K
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.5K- 4.12% |
$117K - $121K
|
34.8K
$2.78M
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.54K- 9.07% |
$121K - $124K
|
15.4K
$1.23M
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.57K- 37.9% |
$123K - $127K
|
2.58K
$206K
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.61K- 1.74% |
$126K - $130K
|
90.8K
$7.25M
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.63K- 2.71% |
$128K - $132K
|
58.5K
$4.67M
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.65K- 11.49% |
$130K - $134K
|
12.7K
$1.02M
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.66K- 15.01% |
$130K - $134K
|
9.4K
$750K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.69K- 1.12% |
$133K - $137K
|
150K
$11.9M
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.73K- 17.88% |
$136K - $140K
|
7.96K
$635K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.77K- 8.91% |
$139K - $143K
|
18.1K
$1.44M
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-1.82K- 1.84% |
$142K - $147K
|
97K
$7.74M
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.89K- 0.38% |
$148K - $153K
|
495K
$39.5M
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.92K- 14.09% |
$150K - $155K
|
11.7K
$933K
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.95K- 12.46% |
$153K - $158K
|
13.7K
$1.09M
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.01K- 1.29% |
$157K - $162K
|
153K
$12.2M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.02K- 35.3% |
$158K - $163K
|
3.7K
$296K
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-2.12K- 3.09% |
$166K - $171K
|
66.7K
$5.32M
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.16K- 85.97% |
$169K - $174K
|
352
$28.1K
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.17K- 18.7% |
$170K - $175K
|
9.43K
$753K
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.19K- 4.57% |
$172K - $177K
|
45.8K
$3.65M
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2.35K- 9.33% |
$184K - $189K
|
22.8K
$1.82M
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-2.42K- 4.7% |
$189K - $195K
|
49.1K
$3.91M
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-2.52K- 47.22% |
$197K - $203K
|
2.81K
$225K
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.54K- 7.95% |
$199K - $205K
|
29.4K
$2.35M
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.56K- 4.33% |
$200K - $206K
|
56.4K
$4.5M
|