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
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-6.96K- 10.92% |
$513K - $555K
|
56.8K
$4.53M
|
|
Jan 30, 2023
Q4 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-7.35K- 67.96% |
$541K - $586K
|
3.46K
$276K
|
|
Feb 02, 2023
Q4 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-7.35K- 41.59% |
$541K - $586K
|
10.3K
$823K
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-7.53K- 22.94% |
$554K - $600K
|
25.3K
$2.02M
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.65K- 40.51% |
$564K - $610K
|
11.2K
$897K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-7.96K- 7.72% |
$586K - $634K
|
95.1K
$7.59M
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-7.97K- 51.02% |
$587K - $636K
|
7.65K
$610K
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
SELL
|
- |
-7.97K- 5.11% |
$587K - $636K
|
148K
$11.8M
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8.27K- 16.15% |
$609K - $659K
|
42.9K
$3.43M
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-8.46K- 31.17% |
$623K - $675K
|
18.7K
$1.49M
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-8.59KClosed |
$633K - $685K
|
0
$0
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.82K- 57.8% |
$650K - $704K
|
6.44K
$514K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.85K- 7.57% |
$652K - $706K
|
108K
$8.63M
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-8.99K- 13.71% |
$662K - $717K
|
56.6K
$4.52M
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-9.38K- 45.54% |
$691K - $748K
|
11.2K
$895K
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-9.48K- 69.19% |
$698K - $756K
|
4.22K
$337K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.1K- 2.77% |
$742K - $804K
|
354K
$28.2M
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-10.2K- 14.15% |
$751K - $813K
|
61.9K
$4.94M
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-10.3K- 39.79% |
$756K - $818K
|
15.5K
$1.24M
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-10.6K- 7.33% |
$779K - $843K
|
134K
$10.7M
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-11.1K- 20.0% |
$818K - $886K
|
44.4K
$3.55M
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-11.2K- 9.84% |
$822K - $890K
|
102K
$8.16M
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-11.5K- 8.77% |
$846K - $916K
|
119K
$9.53M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.5K- 7.37% |
$847K - $918K
|
145K
$11.5M
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-11.7K- 43.83% |
$865K - $937K
|
15.1K
$1.2M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.9K- 12.81% |
$873K - $945K
|
80.7K
$6.44M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.9K- 8.33% |
$873K - $946K
|
130K
$10.4M
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.9K- 9.13% |
$879K - $952K
|
119K
$9.48M
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-11.9K- 77.61% |
$880K - $953K
|
3.45K
$275K
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-12.5K- 74.65% |
$924K - $1M
|
4.26K
$340K
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-12.7K- 17.29% |
$932K - $1.01M
|
60.5K
$4.83M
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-13.2K- 18.66% |
$969K - $1.05M
|
57.4K
$4.58M
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-13.5K- 53.28% |
$992K - $1.07M
|
11.8K
$942K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.9K- 23.31% |
$1.02M - $1.1M
|
45.6K
$3.64M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-14.6K- 9.66% |
$1.08M - $1.16M
|
136K
$10.9M
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-14.9K- 20.3% |
$1.09M - $1.18M
|
58.3K
$4.65M
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-15.3K- 67.93% |
$1.13M - $1.22M
|
7.24K
$578K
|
|
Jan 30, 2023
Q4 2022
|
Cypress Financial Planning LLC
|
SELL
|
- |
-15.4K- 3.85% |
$1.13M - $1.23M
|
385K
$30.7M
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-15.5K- 72.29% |
$1.14M - $1.24M
|
5.96K
$475K
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-15.9K- 8.27% |
$1.17M - $1.27M
|
176K
$14.1M
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-15.9K- 11.72% |
$1.17M - $1.27M
|
120K
$9.59M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-16K- 38.36% |
$1.18M - $1.28M
|
25.7K
$2.05M
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-17.8K- 7.72% |
$1.31M - $1.42M
|
213K
$17M
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-20.2KClosed |
$1.49M - $1.61M
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-20.4K- 7.37% |
$1.51M - $1.63M
|
257K
$20.5M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-20.6K- 11.86% |
$1.52M - $1.64M
|
153K
$12.2M
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-22.4K- 50.66% |
$1.65M - $1.78M
|
21.8K
$1.74M
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-22.4K- 70.73% |
$1.65M - $1.78M
|
9.25K
$738K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-24K- 57.15% |
$1.77M - $1.91M
|
18K
$1.44M
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-25.4K- 16.49% |
$1.87M - $2.03M
|
129K
$10.3M
|