Purchases and Sales Made in Q3 2023 in Vanguard Intermediate Term Cor (VCIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Cor (VCIT) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
131+ 4.9% |
$9.93K - $10.4K
|
2.8K
$224K
|
|
Oct 27, 2023
Q3 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
130+ 1.62% |
$9.86K - $10.3K
|
8.17K
$652K
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
123+ 1.2% |
$9.33K - $9.77K
|
10.4K
$830K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
120+ 6.98% |
$9.1K - $9.53K
|
1.84K
$147K
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
118+ 0.61% |
$8.95K - $9.37K
|
19.5K
$1.55M
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
114+ 73.08% |
$8.64K - $9.05K
|
270
$21.5K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
112+ 57.14% |
$8.49K - $8.89K
|
308
$24.6K
|
|
Nov 14, 2023
Q3 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
108+ 0.98% |
$8.19K - $8.58K
|
11.1K
$886K
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
100+ 108.7% |
$7.58K - $7.94K
|
192
$15.3K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
98+ 3.84% |
$7.43K - $7.78K
|
2.65K
$212K
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
93+ 1.97% |
$7.05K - $7.38K
|
4.81K
$384K
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
92+ 0.84% |
$6.98K - $7.3K
|
11.1K
$885K
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
75+ 1.83% |
$5.69K - $5.96K
|
4.17K
$332K
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
70+ 0.38% |
$5.31K - $5.56K
|
18.7K
$1.49M
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
68New |
$5.16K - $5.4K
|
68
$5.43K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
67+ 41.1% |
$5.08K - $5.32K
|
230
$18.4K
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
67New |
$5.08K - $5.32K
|
67
$5.35K
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
65+ 0.1% |
$4.93K - $5.16K
|
66.7K
$5.32M
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
57+ 114.0% |
$4.32K - $4.53K
|
107
$8.54K
|
|
Nov 03, 2023
Q3 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
57+ 0.51% |
$4.32K - $4.53K
|
11.3K
$902K
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
55+ 1.95% |
$4.17K - $4.37K
|
2.88K
$230K
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
50New |
$3.79K - $3.97K
|
50
$3.99K
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
48+ 133.33% |
$3.64K - $3.81K
|
84
$6.7K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
47+ 6.99% |
$3.56K - $3.73K
|
719
$57.4K
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
47+ 1.45% |
$3.56K - $3.73K
|
3.28K
$262K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
47New |
$3.56K - $3.73K
|
47
$3.75K
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
46+ 0.76% |
$3.49K - $3.65K
|
6.11K
$487K
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
44+ 1.61% |
$3.34K - $3.49K
|
2.78K
$221K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
43New |
$3.26K - $3.41K
|
43
$3.43K
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
41+ 1.18% |
$3.11K - $3.26K
|
3.53K
$281K
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
40+ 0.61% |
$3.03K - $3.18K
|
6.64K
$530K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
40+ 0.22% |
$3.03K - $3.18K
|
18.1K
$1.45M
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
38+ 2.88% |
$2.88K - $3.02K
|
1.36K
$108K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
33+ 13.52% |
$2.5K - $2.62K
|
277
$22.1K
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
31+ 0.75% |
$2.35K - $2.46K
|
4.18K
$334K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
31+ 1.81% |
$2.35K - $2.46K
|
1.75K
$139K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
26+ 0.32% |
$1.97K - $2.06K
|
8.27K
$660K
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
25+ 0.38% |
$1.9K - $1.99K
|
6.67K
$533K
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
23+ 0.68% |
$1.74K - $1.83K
|
3.43K
$273K
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
22+ 0.25% |
$1.67K - $1.75K
|
8.69K
$693K
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
22+ 0.53% |
$1.67K - $1.75K
|
4.14K
$330K
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
21+ 0.52% |
$1.59K - $1.67K
|
4.02K
$321K
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
19+ 0.41% |
$1.44K - $1.51K
|
4.66K
$372K
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
19+ 0.63% |
$1.44K - $1.51K
|
3.04K
$243K
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16+ 0.18% |
$1.21K - $1.27K
|
8.73K
$696K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
16+ 20.25% |
$1.21K - $1.27K
|
95
$7.58K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
11+ 0.96% |
$834 - $873
|
1.15K
$92K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
11New |
$834 - $873
|
11
$878
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
BUY
|
- |
10+ 0.09% |
$758 - $794
|
10.8K
$858K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
9New |
$682 - $715
|
9
$718
|