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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
25.4KNew |
$1.87M - $2.03M
|
25.4K
$2.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
25K+ 7.61% |
$1.84M - $2M
|
354K
$28.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
24.2KNew |
$1.78M - $1.93M
|
24.2K
$1.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
23.8K+ 732.8% |
$1.76M - $1.9M
|
27.1K
$2.17M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
23.6K+ 9.84% |
$1.74M - $1.88M
|
263K
$21.1M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.8K+ 19.29% |
$1.68M - $1.82M
|
141K
$11.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
22.7KNew |
$1.67M - $1.81M
|
22.7K
$1.82M
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
22.3KNew |
$1.65M - $1.78M
|
22.3K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
22.1KNew |
$1.63M - $1.76M
|
22.1K
$1.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
21.2K+ 11.75% |
$1.56M - $1.69M
|
202K
$16.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
21KNew |
$1.55M - $1.68M
|
21K
$1.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
20.9K+ 170.8% |
$1.54M - $1.67M
|
33.2K
$2.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
20.8K+ 35.73% |
$1.53M - $1.66M
|
78.9K
$6.32M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
20.7K+ 19.67% |
$1.52M - $1.65M
|
126K
$10.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
20.2KNew |
$1.49M - $1.61M
|
20.2K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
19.4K+ 16.58% |
$1.43M - $1.55M
|
137K
$11M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
19.3K+ 3460.75% |
$1.42M - $1.54M
|
19.9K
$1.59M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
18.9K+ 3044.35% |
$1.39M - $1.51M
|
19.5K
$1.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
18.5KNew |
$1.37M - $1.48M
|
18.5K
$1.49M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
18.5KNew |
$1.36M - $1.47M
|
18.5K
$1.48M
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
17.8K+ 13.94% |
$1.31M - $1.42M
|
145K
$11.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
16.9KNew |
$1.25M - $1.35M
|
16.9K
$1.35M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
16.8K+ 211.58% |
$1.24M - $1.34M
|
24.8K
$1.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.4K+ 65.98% |
$1.21M - $1.31M
|
41.3K
$3.31M
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
16.3K+ 203.13% |
$1.2M - $1.3M
|
24.3K
$1.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.5K+ 116.33% |
$1.14M - $1.23M
|
28.8K
$2.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
15.1KNew |
$1.12M - $1.21M
|
15.1K
$1.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
15.1K+ 13.46% |
$1.11M - $1.2M
|
127K
$10.2M
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
15K+ 75.03% |
$1.1M - $1.19M
|
34.9K
$2.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
14.9K+ 21.64% |
$1.1M - $1.19M
|
83.6K
$6.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
14.7KNew |
$1.08M - $1.17M
|
14.7K
$1.17M
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
14.6KNew |
$1.07M - $1.16M
|
14.6K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
14.2K+ 7.8% |
$1.05M - $1.13M
|
196K
$15.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
14K+ 46.07% |
$1.03M - $1.12M
|
44.4K
$3.56M
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
13.6KNew |
$1M - $1.09M
|
13.6K
$1.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
13.2K+ 3.88% |
$974K - $1.05M
|
355K
$28.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
13.1KNew |
$965K - $1.04M
|
13.1K
$1.05M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
12.9KNew |
$947K - $1.03M
|
12.9K
$1.03M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.5KNew |
$924K - $1M
|
12.5K
$1.01M
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
12.5KNew |
$918K - $994K
|
12.5K
$998K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
12.2K+ 11.07% |
$900K - $974K
|
123K
$9.82M
|
|
|
Feb 03, 2023
Q4 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
12KNew |
$884K - $957K
|
12K
$962K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
11.9KNew |
$878K - $950K
|
11.9K
$955K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
11.9K+ 8.51% |
$874K - $947K
|
151K
$12.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
11.8KNew |
$870K - $942K
|
11.8K
$947K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11.7KNew |
$864K - $936K
|
11.7K
$940K
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
11.7KNew |
$858K - $929K
|
11.7K
$934K
|
|
|
Feb 09, 2023
Q4 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
11.6KNew |
$856K - $927K
|
11.6K
$932K
|
|
|
Jan 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
11.5KNew |
$850K - $921K
|
11.5K
$925K
|
|
|
Jan 19, 2023
Q4 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
11.4K+ 11.84% |
$842K - $912K
|
108K
$8.65M
|