Purchases and Sales Made in Q3 2022 in Vanguard Intermediate Term Cor (VCIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Cor (VCIT) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
302+ 141.78% |
$22.6K - $25.1K
|
515
$41.3K
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
278New |
$20.8K - $23.1K
|
278
$22.3K
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
278+ 3.76% |
$20.8K - $23.1K
|
7.66K
$614K
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
276+ 2.23% |
$20.7K - $22.9K
|
12.7K
$1.01M
|
|
Oct 28, 2022
Q3 2022
|
Better Wealth, LLC
|
BUY
|
- |
265+ 0.77% |
$19.8K - $22K
|
34.6K
$2.77M
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
254+ 8.06% |
$19K - $21.1K
|
3.41K
$273K
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
243+ 1.15% |
$18.2K - $20.2K
|
21.4K
$1.72M
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
241+ 8.37% |
$18K - $20K
|
3.12K
$250K
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
224+ 4.74% |
$16.8K - $18.6K
|
4.95K
$396K
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
224+ 2.77% |
$16.8K - $18.6K
|
8.31K
$666K
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
220New |
$16.5K - $18.3K
|
220
$17.6K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
215+ 693.55% |
$16.1K - $17.8K
|
246
$19.7K
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
200+ 5000.0% |
$15K - $16.6K
|
204
$16.3K
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
200New |
$15K - $16.6K
|
200
$16K
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
200New |
$15K - $16.6K
|
200
$16K
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
199+ 3.83% |
$14.9K - $16.5K
|
5.4K
$433K
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
190New |
$14.2K - $15.8K
|
190
$15.2K
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
187+ 4.39% |
$14K - $15.5K
|
4.45K
$356K
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
175+ 0.82% |
$13.1K - $14.5K
|
21.6K
$1.73M
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
175+ 16.36% |
$13.1K - $14.5K
|
1.25K
$99.8K
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
168+ 1.98% |
$12.6K - $13.9K
|
8.64K
$693K
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
166New |
$12.4K - $13.8K
|
166
$13.3K
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
145+ 3.88% |
$10.9K - $12K
|
3.88K
$311K
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
144+ 1.81% |
$10.8K - $11.9K
|
8.08K
$648K
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
143+ 9.07% |
$10.7K - $11.9K
|
1.72K
$138K
|
|
Nov 08, 2022
Q3 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
140+ 10.37% |
$10.5K - $11.6K
|
1.49K
$119K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
133+ 369.44% |
$9.96K - $11K
|
169
$13.5K
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
120+ 19.42% |
$8.98K - $9.96K
|
738
$59.1K
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
112+ 2.49% |
$8.38K - $9.29K
|
4.61K
$369K
|
|
Nov 14, 2022
Q3 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
111+ 2.38% |
$8.31K - $9.21K
|
4.78K
$383K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
109+ 20.11% |
$8.16K - $9.04K
|
651
$52.2K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
101New |
$7.56K - $8.38K
|
101
$8.09K
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
100+ 12.85% |
$7.48K - $8.3K
|
878
$70.4K
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
100+ 1.69% |
$7.48K - $8.3K
|
6.03K
$484K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
99New |
$7.41K - $8.21K
|
99
$7.93K
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
96New |
$7.19K - $7.96K
|
96
$7.69K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
91New |
$6.81K - $7.55K
|
91
$7.29K
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
76+ 2.44% |
$5.69K - $6.3K
|
3.19K
$256K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
76+ 1.98% |
$5.69K - $6.3K
|
3.91K
$313K
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
65+ 83.33% |
$4.87K - $5.39K
|
143
$11.5K
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
65New |
$4.87K - $5.39K
|
65
$5.21K
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
65New |
$4.87K - $5.39K
|
65
$5.21K
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
63+ 5.32% |
$4.72K - $5.23K
|
1.25K
$99.9K
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
61+ 0.74% |
$4.57K - $5.06K
|
8.35K
$669K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
56+ 1.64% |
$4.19K - $4.65K
|
3.47K
$278K
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
52+ 0.73% |
$3.89K - $4.31K
|
7.21K
$577K
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
51+ 0.34% |
$3.82K - $4.23K
|
15K
$1.2M
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
44+ 1.19% |
$3.29K - $3.65K
|
3.74K
$300K
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
42+ 0.24% |
$3.14K - $3.48K
|
17.3K
$1.39M
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
40New |
$2.99K - $3.32K
|
40
$3.21K
|