Purchases and Sales Made in Q4 2023 in Vanguard Intermediate Term Cor (VCIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Cor (VCIT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
888+ 2.79% |
$65.5K - $72.5K
|
32.7K
$2.61M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
872New |
$64.4K - $71.2K
|
872
$69.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
856+ 3.82% |
$63.2K - $69.9K
|
23.2K
$1.85M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
822+ 10.92% |
$60.7K - $67.1K
|
8.35K
$666K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
813New |
$60K - $66.4K
|
813
$64.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
790+ 14.52% |
$58.3K - $64.5K
|
6.23K
$497K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
789+ 10.03% |
$58.2K - $64.4K
|
8.66K
$691K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
729+ 0.09% |
$53.8K - $59.5K
|
814K
$65M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
654+ 3.15% |
$48.3K - $53.4K
|
21.4K
$1.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
652+ 1.68% |
$48.1K - $53.2K
|
39.4K
$3.15M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
641+ 0.02% |
$47.3K - $52.3K
|
3.12M
$249M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
617+ 2.54% |
$45.5K - $50.4K
|
24.9K
$1.99M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
614+ 10.96% |
$45.3K - $50.1K
|
6.22K
$496K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
613+ 1.59% |
$45.2K - $50K
|
39.1K
$3.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
590+ 3.07% |
$43.5K - $48.2K
|
19.8K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
575+ 3.06% |
$42.4K - $46.9K
|
19.4K
$1.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
566+ 14.63% |
$41.8K - $46.2K
|
4.43K
$354K
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
560+ 19.7% |
$41.3K - $45.7K
|
3.4K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
549New |
$40.5K - $44.8K
|
549
$43.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
539+ 16.61% |
$39.8K - $44K
|
3.78K
$302K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
536+ 5.46% |
$39.6K - $43.8K
|
10.3K
$826K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
525New |
$38.8K - $42.9K
|
525
$41.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
521New |
$38.5K - $42.5K
|
521
$41.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
519+ 11.55% |
$38.3K - $42.4K
|
5.01K
$400K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
514+ 9.64% |
$37.9K - $42K
|
5.85K
$467K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
502+ 0.5% |
$37.1K - $41K
|
100K
$8M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
500+ 15.15% |
$36.9K - $40.8K
|
3.8K
$303K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
494+ 9.06% |
$36.5K - $40.3K
|
5.95K
$475K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
479+ 1.66% |
$35.4K - $39.1K
|
29.3K
$2.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
469New |
$34.6K - $38.3K
|
469
$37.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
455+ 8.42% |
$33.6K - $37.1K
|
5.86K
$467K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
430New |
$31.7K - $35.1K
|
430
$34.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
426+ 13.11% |
$31.4K - $34.8K
|
3.68K
$293K
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
425+ 9.36% |
$31.4K - $34.7K
|
4.96K
$396K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
420+ 1.72% |
$31K - $34.3K
|
24.9K
$1.98M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
419+ 10.88% |
$30.9K - $34.2K
|
4.27K
$341K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
416+ 9.5% |
$30.7K - $34K
|
4.8K
$383K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
403+ 2.78% |
$29.7K - $32.9K
|
14.9K
$1.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
400+ 344.83% |
$29.5K - $32.7K
|
516
$41.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
396+ 0.34% |
$29.2K - $32.3K
|
117K
$9.35M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
384+ 5.48% |
$28.3K - $31.3K
|
7.39K
$590K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
381+ 4.62% |
$28.1K - $31.1K
|
8.63K
$689K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
365New |
$26.9K - $29.8K
|
365
$29.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
365+ 12.44% |
$26.9K - $29.8K
|
3.3K
$263K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
332+ 2.04% |
$24.5K - $27.1K
|
16.6K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
332+ 5.48% |
$24.5K - $27.1K
|
6.39K
$510K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
323+ 3.98% |
$23.8K - $26.4K
|
8.43K
$673K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
317New |
$23.4K - $25.9K
|
317
$25.3K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
305+ 4.95% |
$22.5K - $24.9K
|
6.47K
$516K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
304+ 29.54% |
$22.4K - $24.8K
|
1.33K
$106K
|