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 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 12.6% |
$804K - $842K
|
94.7K
$7.59M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
10.6K+ 8.49% |
$803K - $841K
|
135K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.6K+ 51.63% |
$802K - $840K
|
31.1K
$2.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
10.3K+ 9.84% |
$784K - $821K
|
115K
$9.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
10.1K+ 76.43% |
$765K - $801K
|
23.3K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
10K+ 5.91% |
$760K - $796K
|
180K
$14.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9.94K+ 2185.27% |
$754K - $789K
|
10.4K
$833K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.84K+ 8.45% |
$746K - $781K
|
126K
$10.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
9.81K+ 2.31% |
$744K - $779K
|
435K
$34.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
9.63K+ 5.27% |
$731K - $765K
|
193K
$15.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
9.56K+ 10.53% |
$725K - $759K
|
100K
$8.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.39K+ 109.8% |
$712K - $745K
|
17.9K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
9.36K+ 7.83% |
$710K - $743K
|
129K
$10.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
9.24K+ 6.64% |
$701K - $734K
|
148K
$11.9M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
9.05KNew |
$686K - $719K
|
9.05K
$725K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
9K+ 11.26% |
$682K - $714K
|
88.9K
$7.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
9K+ 1.14% |
$682K - $714K
|
801K
$64.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
8.89K+ 7.94% |
$674K - $706K
|
121K
$9.68M
|
|
|
Nov 03, 2023
Q3 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
8.87K+ 2.15% |
$672K - $704K
|
420K
$33.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
8.86K+ 2.45% |
$672K - $704K
|
371K
$29.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.81K+ 28.88% |
$668K - $700K
|
39.3K
$3.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
8.69K+ 187.61% |
$659K - $690K
|
13.3K
$1.07M
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
8.52K+ 18.88% |
$646K - $676K
|
53.6K
$4.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.35KNew |
$633K - $663K
|
8.35K
$669K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.23K+ 5.09% |
$624K - $654K
|
170K
$13.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
8.2K+ 6257.25% |
$622K - $651K
|
8.33K
$667K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
8.14K+ 16.71% |
$617K - $646K
|
56.9K
$4.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.9K+ 24.84% |
$599K - $627K
|
39.7K
$3.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
7.88K+ 4.4% |
$598K - $626K
|
187K
$15M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.79K+ 89.14% |
$591K - $618K
|
16.5K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.74K+ 2.91% |
$587K - $615K
|
274K
$21.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
7.7K+ 16.43% |
$584K - $611K
|
54.6K
$4.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
7.67K+ 29.27% |
$581K - $609K
|
33.9K
$2.71M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
7.54K+ 51.86% |
$572K - $599K
|
22.1K
$1.77M
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
7.28K+ 2.97% |
$552K - $578K
|
252K
$20.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
7KNew |
$531K - $556K
|
7K
$561K
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
BUY
|
- |
6.95KNew |
$527K - $552K
|
6.95K
$557K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.84K+ 5.32% |
$518K - $543K
|
135K
$10.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
6.83K+ 8.12% |
$518K - $542K
|
90.9K
$7.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6.78K+ 50.54% |
$514K - $538K
|
20.2K
$1.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
6.58K+ 10.61% |
$499K - $523K
|
68.6K
$5.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
6.53K+ 3.08% |
$495K - $518K
|
219K
$17.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
6.46K+ 13.0% |
$490K - $513K
|
56.1K
$4.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Divergent Planning, LLC
|
BUY
|
- |
6.42K+ 2.86% |
$487K - $510K
|
231K
$18.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
6.33K+ 5.59% |
$480K - $502K
|
120K
$9.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.32K+ 24.73% |
$479K - $502K
|
31.9K
$2.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
6.24KNew |
$473K - $496K
|
6.24K
$500K
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
6.19K+ 10.45% |
$469K - $491K
|
65.4K
$5.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
6.1K+ 0.99% |
$463K - $484K
|
620K
$49.7M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.1K+ 0.99% |
$463K - $484K
|
620K
$49.7M
|