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 |
---|---|---|---|---|---|---|---|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
456+ 3.05% |
$34.6K - $36.2K
|
15.4K
$1.23M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
454+ 0.55% |
$34.4K - $36K
|
83.1K
$6.66M
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
425+ 1.73% |
$32.2K - $33.7K
|
24.9K
$2M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
417+ 1.57% |
$31.6K - $33.1K
|
27K
$2.16M
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
417New |
$31.6K - $33.1K
|
417
$33.4K
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
384New |
$29.1K - $30.5K
|
384
$30.8K
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
378+ 4.87% |
$28.7K - $30K
|
8.14K
$652K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
378+ 1.55% |
$28.7K - $30K
|
24.8K
$1.99M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
357+ 0.07% |
$27.1K - $28.3K
|
498K
$39.9M
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
349+ 1.01% |
$26.5K - $27.7K
|
34.8K
$2.79M
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
344+ 0.11% |
$26.1K - $27.3K
|
323K
$25.9M
|
|
Oct 10, 2023
Q3 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
323+ 2.84% |
$24.5K - $25.6K
|
11.7K
$937K
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
320+ 6.7% |
$24.3K - $25.4K
|
5.1K
$408K
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
318+ 39.07% |
$24.1K - $25.2K
|
1.13K
$90.7K
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
317+ 0.66% |
$24K - $25.2K
|
48.1K
$3.86M
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
316+ 3.75% |
$24K - $25.1K
|
8.74K
$700K
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
316+ 9.65% |
$24K - $25.1K
|
3.59K
$288K
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
312+ 7.46% |
$23.7K - $24.8K
|
4.49K
$360K
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
311+ 740.48% |
$23.6K - $24.7K
|
353
$28.3K
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
297+ 2.33% |
$22.5K - $23.6K
|
13.1K
$1.05M
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
294+ 8.98% |
$22.3K - $23.3K
|
3.57K
$286K
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
293+ 7.75% |
$22.2K - $23.3K
|
4.08K
$327K
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
293+ 5.73% |
$22.2K - $23.3K
|
5.4K
$433K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
286+ 5.83% |
$21.7K - $22.7K
|
5.19K
$416K
|
|
Nov 14, 2023
Q3 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
283+ 1.74% |
$21.5K - $22.5K
|
16.5K
$1.33M
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
281+ 9.72% |
$21.3K - $22.3K
|
3.17K
$254K
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
268+ 6.52% |
$20.3K - $21.3K
|
4.38K
$351K
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
BUY
|
- |
261+ 0.29% |
$19.8K - $20.7K
|
90.8K
$7.28M
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
260+ 6.1% |
$19.7K - $20.6K
|
4.52K
$362K
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
251New |
$19K - $19.9K
|
251
$20.1K
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
247+ 0.25% |
$18.7K - $19.6K
|
97.3K
$7.79M
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
246New |
$18.7K - $19.5K
|
246
$19.7K
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
236+ 1.13% |
$17.9K - $18.7K
|
21.1K
$1.69M
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
234New |
$17.7K - $18.6K
|
234
$18.8K
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
234+ 2.92% |
$17.7K - $18.6K
|
8.25K
$661K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
220+ 3.25% |
$16.7K - $17.5K
|
6.99K
$560K
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
218+ 1.51% |
$16.5K - $17.3K
|
14.7K
$1.17M
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
214New |
$16.2K - $17K
|
214
$17.1K
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
212+ 2.31% |
$16.1K - $16.8K
|
9.37K
$751K
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
209+ 1.04% |
$15.8K - $16.6K
|
20.3K
$1.62M
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
199+ 3.68% |
$15.1K - $15.8K
|
5.6K
$449K
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
182+ 2.13% |
$13.8K - $14.5K
|
8.72K
$698K
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
171+ 4.03% |
$13K - $13.6K
|
4.42K
$354K
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
153New |
$11.6K - $12.1K
|
153
$12.3K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
153+ 2.18% |
$11.6K - $12.1K
|
7.17K
$575K
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
151+ 5.39% |
$11.5K - $12K
|
2.95K
$237K
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
147+ 5.73% |
$11.1K - $11.7K
|
2.71K
$217K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
146New |
$11.1K - $11.6K
|
146
$11.7K
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
140New |
$10.6K - $11.1K
|
140
$11.2K
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
135+ 4.82% |
$10.2K - $10.7K
|
2.94K
$235K
|