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 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
120+ 4.07% |
$8.84K - $9.57K
|
3.07K
$246K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
114+ 12.36% |
$8.4K - $9.09K
|
1.04K
$83K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
108New |
$7.96K - $8.61K
|
108
$8.66K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
102New |
$7.51K - $8.13K
|
102
$8.17K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
100+ 2.63% |
$7.37K - $7.98K
|
3.9K
$313K
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
94+ 1.13% |
$6.92K - $7.5K
|
8.45K
$677K
|
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
90+ 6.04% |
$6.63K - $7.18K
|
1.58K
$127K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
88+ 0.42% |
$6.48K - $7.02K
|
21K
$1.68M
|
|
|
Mar 12, 2024
Q4 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
83+ 0.19% |
$6.11K - $6.62K
|
43.6K
$3.49M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
82New |
$6.04K - $6.54K
|
82
$6.57K
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
81+ 1.69% |
$5.97K - $6.46K
|
4.86K
$390K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
81New |
$5.97K - $6.46K
|
81
$6.49K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
79+ 112.86% |
$5.82K - $6.3K
|
149
$11.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
78New |
$5.75K - $6.22K
|
78
$6.25K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
76+ 2.44% |
$5.6K - $6.06K
|
3.19K
$256K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
69+ 1.18% |
$5.08K - $5.5K
|
5.9K
$473K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
63New |
$4.64K - $5.02K
|
63
$5.05K
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
61+ 0.17% |
$4.49K - $4.86K
|
35K
$2.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
59+ 12.24% |
$4.35K - $4.71K
|
541
$43.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
56New |
$4.12K - $4.47K
|
56
$4.49K
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
55+ 1.88% |
$4.05K - $4.39K
|
2.97K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
53+ 0.71% |
$3.9K - $4.23K
|
7.56K
$606K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
50New |
$3.68K - $3.99K
|
50
$4.01K
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
50+ 0.84% |
$3.68K - $3.99K
|
6.01K
$482K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
47+ 1.14% |
$3.46K - $3.75K
|
4.18K
$335K
|
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
42+ 0.41% |
$3.09K - $3.35K
|
10.3K
$826K
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
40+ 0.03% |
$2.95K - $3.19K
|
154K
$12.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
37New |
$2.73K - $2.95K
|
37
$2.97K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
32+ 0.02% |
$2.36K - $2.55K
|
130K
$10.4M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
31New |
$2.28K - $2.47K
|
31
$2.48K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
30New |
$2.21K - $2.39K
|
30
$2.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
26+ 8.93% |
$1.92K - $2.07K
|
317
$25.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
26+ 0.6% |
$1.92K - $2.07K
|
4.37K
$350K
|
|
|
Jan 12, 2023
Q4 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.25% |
$1.92K - $2.07K
|
10.2K
$821K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
26+ 5.2% |
$1.92K - $2.07K
|
526
$42.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
25New |
$1.84K - $1.99K
|
25
$2K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
24New |
$1.77K - $1.91K
|
24
$1.92K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
20+ 3.07% |
$1.47K - $1.6K
|
671
$53.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
18+ 1.08% |
$1.33K - $1.44K
|
1.69K
$135K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
17+ 1.4% |
$1.25K - $1.36K
|
1.24K
$99K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
15New |
$1.1K - $1.2K
|
15
$1.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
12New |
$884 - $957
|
12
$962
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 1.13% |
$737 - $798
|
895
$71.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
9+ 0.58% |
$663 - $718
|
1.56K
$125K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
8New |
$589 - $638
|
8
$641
|
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
8+ 0.07% |
$589 - $638
|
11.5K
$922K
|
|
|
Jan 30, 2023
Q4 2022
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
8+ 0.03% |
$589 - $638
|
26.7K
$2.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
7New |
$516 - $558
|
7
$561
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5+ 2.51% |
$368 - $399
|
204
$16.3K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 1.02% |
$368 - $399
|
496
$39.7K
|