Purchases and Sales Made in Q4 2022 in Vanguard Intermediate Term Cor (VCIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Cor (VCIT) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.94K- 1.86% |
$216K - $234K
|
155K
$12.4M
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
SELL
|
- |
-2.95K- 15.6% |
$217K - $235K
|
15.9K
$1.27M
|
|
Feb 03, 2023
Q4 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-2.98K- 52.03% |
$219K - $237K
|
2.75K
$219K
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.98K- 25.1% |
$220K - $238K
|
8.9K
$711K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.12K- 58.68% |
$230K - $249K
|
2.19K
$175K
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.12K- 17.13% |
$230K - $249K
|
15.1K
$1.21M
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-3.12K- 1.39% |
$230K - $249K
|
222K
$17.7M
|
|
Feb 14, 2023
Q4 2022
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-3.3K- 19.42% |
$243K - $263K
|
13.7K
$1.09M
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.31K- 13.65% |
$244K - $264K
|
20.9K
$1.67M
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-3.37K- 14.58% |
$248K - $269K
|
19.8K
$1.58M
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.38K- 89.4% |
$249K - $269K
|
400
$31.9K
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.38K- 89.4% |
$249K - $269K
|
400
$31.9K
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.41K- 99.68% |
$251K - $272K
|
11
$878
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.46K- 4.46% |
$255K - $276K
|
74K
$5.91M
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.49K- 0.98% |
$257K - $278K
|
354K
$28.3M
|
|
Feb 28, 2023
Q4 2022
|
Bull Street Advisors, LLC
|
SELL
|
- |
-3.58K- 5.79% |
$264K - $286K
|
58.2K
$4.64M
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.75K- 2.29% |
$276K - $299K
|
160K
$12.8M
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-3.85K- 0.62% |
$283K - $307K
|
616K
$49.2M
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3.9K- 10.28% |
$287K - $311K
|
34K
$2.72M
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3.92K- 96.53% |
$289K - $312K
|
141
$11.3K
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-3.94K- 4.33% |
$291K - $315K
|
87.1K
$6.95M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.23K- 19.51% |
$312K - $337K
|
17.5K
$1.39M
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.26K- 33.68% |
$314K - $340K
|
8.39K
$670K
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-4.3K- 52.6% |
$317K - $343K
|
3.87K
$309K
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-4.36K- 47.07% |
$321K - $347K
|
4.9K
$391K
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4.46K- 24.79% |
$328K - $355K
|
13.5K
$1.08M
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-4.47K- 32.94% |
$329K - $356K
|
9.1K
$726K
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
SELL
|
- |
-4.5K- 13.39% |
$331K - $359K
|
29.1K
$2.32M
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.58K- 49.05% |
$338K - $365K
|
4.76K
$380K
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.62K- 8.6% |
$340K - $368K
|
49.1K
$3.92M
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-4.65K- 23.68% |
$342K - $371K
|
15K
$1.2M
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-4.75K- 9.33% |
$350K - $379K
|
46.2K
$3.69M
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-4.8K- 23.01% |
$353K - $383K
|
16.1K
$1.28M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-4.91K- 33.84% |
$362K - $391K
|
9.6K
$766K
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-4.95K- 19.09% |
$364K - $395K
|
21K
$1.67M
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-5.22K- 32.03% |
$385K - $417K
|
11.1K
$885K
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-5.28K- 22.16% |
$389K - $421K
|
18.5K
$1.48M
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-5.29K- 33.42% |
$390K - $422K
|
10.5K
$841K
|
|
Feb 13, 2023
Q4 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-5.39K- 6.35% |
$397K - $430K
|
79.6K
$6.35M
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-5.45K- 96.72% |
$402K - $435K
|
185
$14.8K
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-5.7K- 60.41% |
$419K - $454K
|
3.73K
$298K
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.93K- 5.57% |
$437K - $473K
|
101K
$8.02M
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.05K- 11.62% |
$445K - $482K
|
46K
$3.67M
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-6.2K- 18.65% |
$457K - $495K
|
27.1K
$2.16M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.3K- 10.83% |
$464K - $502K
|
51.8K
$4.14M
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-6.33K- 33.6% |
$466K - $505K
|
12.5K
$998K
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-6.36K- 15.33% |
$468K - $507K
|
35.1K
$2.8M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.42K- 33.63% |
$473K - $512K
|
12.7K
$1.01M
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-6.58K- 13.24% |
$485K - $525K
|
43.2K
$3.44M
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-6.62K- 6.71% |
$487K - $528K
|
92K
$7.34M
|