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 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17.5K+ 6.18% |
$1.37M - $1.42M
|
301K
$24.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
17.5K+ 13.61% |
$1.37M - $1.41M
|
146K
$11.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
17.2K+ 41.76% |
$1.34M - $1.39M
|
58.2K
$4.67M
|
|
|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
17K+ 6.57% |
$1.33M - $1.38M
|
277K
$22.2M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
16.9K+ 23.09% |
$1.33M - $1.37M
|
90.3K
$7.24M
|
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
16.9K+ 4.13% |
$1.32M - $1.36M
|
426K
$34.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
16.1K+ 105.49% |
$1.26M - $1.3M
|
31.3K
$2.51M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
16K+ 2.59% |
$1.26M - $1.3M
|
635K
$50.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
14.9KNew |
$1.17M - $1.21M
|
14.9K
$1.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
14.9K+ 3.75% |
$1.16M - $1.2M
|
412K
$33M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.3K+ 69.69% |
$1.12M - $1.16M
|
34.9K
$2.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
14.2K+ 9.15% |
$1.11M - $1.15M
|
170K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14.1K+ 4.75% |
$1.1M - $1.14M
|
310K
$24.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
13.9KNew |
$1.09M - $1.13M
|
13.9K
$1.12M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
13.5K+ 6.66% |
$1.06M - $1.09M
|
216K
$17.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
13.3K+ 3.98% |
$1.04M - $1.08M
|
348K
$27.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
13.3KNew |
$1.04M - $1.07M
|
13.3K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
13K+ 4.32% |
$1.02M - $1.05M
|
315K
$25.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
12.8K+ 4.5% |
$1.01M - $1.04M
|
298K
$23.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
12.8KNew |
$1M - $1.03M
|
12.8K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
12.6KNew |
$984K - $1.01M
|
12.6K
$1.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
12K+ 65.03% |
$944K - $973K
|
30.6K
$2.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
11.3KNew |
$887K - $915K
|
11.3K
$908K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 83.37% |
$880K - $908K
|
24.7K
$1.98M
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
11K+ 25.32% |
$858K - $885K
|
54.2K
$4.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
10.9KNew |
$855K - $882K
|
10.9K
$875K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
10.9K+ 14.0% |
$853K - $880K
|
88.7K
$7.11M
|
|
|
Jul 11, 2023
Q2 2023
|
Divergent Planning, LLC
|
BUY
|
- |
10.6K+ 4.95% |
$831K - $857K
|
225K
$18M
|
|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
10.4K+ 5.35% |
$815K - $841K
|
205K
$16.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
9.97K+ 16.76% |
$781K - $806K
|
69.5K
$5.57M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
9.87K+ 278.18% |
$773K - $797K
|
13.4K
$1.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
9.82K+ 21.6% |
$769K - $793K
|
55.3K
$4.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
9.72KNew |
$761K - $785K
|
9.72K
$779K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
9.64K+ 13.97% |
$755K - $779K
|
78.6K
$6.3M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.59K+ 7.83% |
$751K - $775K
|
132K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
9.56K+ 222.22% |
$749K - $772K
|
13.9K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
BUY
|
- |
9.54K+ 11.78% |
$747K - $771K
|
90.5K
$7.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
9.41K+ 21.48% |
$737K - $760K
|
53.2K
$4.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
9.35K+ 37.22% |
$732K - $755K
|
34.5K
$2.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.28K+ 45.43% |
$727K - $749K
|
29.7K
$2.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9.13K+ 6.25% |
$715K - $737K
|
155K
$12.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
8.84K+ 11.96% |
$692K - $714K
|
82.7K
$6.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.62K+ 8.93% |
$675K - $696K
|
105K
$8.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.6K+ 15.56% |
$674K - $695K
|
63.9K
$5.12M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.59K+ 7.97% |
$673K - $694K
|
116K
$9.33M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
8.53K+ 618.26% |
$668K - $689K
|
9.91K
$794K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.41K+ 8.98% |
$658K - $679K
|
102K
$8.17M
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
8K+ 21.58% |
$627K - $647K
|
45.1K
$3.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
7.79KNew |
$610K - $629K
|
7.79K
$624K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
7.74K+ 3.27% |
$606K - $625K
|
245K
$19.6M
|