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 |
---|---|---|---|---|---|---|---|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-125- 4.71% |
$9.23K - $10.2K
|
2.53K
$202K
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-125- 3.02% |
$9.23K - $10.2K
|
4.01K
$320K
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-129- 1.65% |
$9.52K - $10.5K
|
7.68K
$613K
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-132- 1.62% |
$9.74K - $10.8K
|
8.04K
$642K
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-133- 3.29% |
$9.82K - $10.9K
|
3.92K
$312K
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-133- 4.27% |
$9.82K - $10.9K
|
2.99K
$238K
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-145- 65.91% |
$10.7K - $11.8K
|
75
$5.99K
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-145- 71.43% |
$10.7K - $11.8K
|
58
$4.63K
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-150- 3.14% |
$11.1K - $12.2K
|
4.62K
$369K
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
SELL
|
- |
-156- 1.31% |
$11.5K - $12.7K
|
11.8K
$940K
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-161- 2.25% |
$11.9K - $13.1K
|
7.01K
$559K
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-169- 1.52% |
$12.5K - $13.8K
|
11K
$875K
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-178- 28.94% |
$13.1K - $14.5K
|
437
$34.9K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-183- 7.23% |
$13.5K - $14.9K
|
2.35K
$187K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-184- 1.77% |
$13.6K - $15K
|
10.2K
$815K
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-190- 88.79% |
$14K - $15.5K
|
24
$1.92K
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-208- 1.27% |
$15.4K - $17K
|
16.1K
$1.29M
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-210- 1.29% |
$15.5K - $17.1K
|
16.1K
$1.28M
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-211- 6.56% |
$15.6K - $17.2K
|
3.01K
$240K
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-214- 5.25% |
$15.8K - $17.5K
|
3.86K
$308K
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-219- 5.07% |
$16.2K - $17.9K
|
4.1K
$327K
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-220- 0.79% |
$16.2K - $18K
|
27.7K
$2.21M
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-227- 6.42% |
$16.8K - $18.5K
|
3.31K
$264K
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-238- 0.98% |
$17.6K - $19.4K
|
24K
$1.91M
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-257- 6.53% |
$19K - $21K
|
3.68K
$294K
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-261- 1.4% |
$19.3K - $21.3K
|
18.4K
$1.47M
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-280- 0.56% |
$20.7K - $22.9K
|
49.5K
$3.95M
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-285- 5.49% |
$21K - $23.3K
|
4.9K
$391K
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-288- 8.41% |
$21.3K - $23.5K
|
3.14K
$250K
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
SELL
|
- |
-305- 4.68% |
$22.5K - $24.9K
|
6.21K
$496K
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-311- 88.1% |
$23K - $25.4K
|
42
$3.35K
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-316- 3.62% |
$23.3K - $25.8K
|
8.42K
$672K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-316- 3.62% |
$23.3K - $25.8K
|
8.42K
$672K
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-321- 1.66% |
$23.7K - $26.2K
|
19K
$1.51M
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-336- 7.3% |
$24.8K - $27.4K
|
4.27K
$341K
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-342- 1.53% |
$25.2K - $27.9K
|
22K
$1.76M
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-358- 8.98% |
$26.4K - $29.2K
|
3.63K
$289K
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-360- 2.76% |
$26.6K - $29.4K
|
12.7K
$1.01M
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-385- 8.96% |
$28.4K - $31.4K
|
3.91K
$312K
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-387- 10.7% |
$28.6K - $31.6K
|
3.23K
$258K
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-408- 9.36% |
$30.1K - $33.3K
|
3.95K
$315K
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-420- 0.23% |
$31K - $34.3K
|
182K
$14.5M
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-422- 2.09% |
$31.1K - $34.5K
|
19.8K
$1.58M
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-426- 9.46% |
$31.4K - $34.8K
|
4.08K
$325K
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-427- 0.81% |
$31.5K - $34.9K
|
52.2K
$4.17M
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-443- 10.44% |
$32.7K - $36.2K
|
3.8K
$303K
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-459- 17.04% |
$33.9K - $37.5K
|
2.24K
$178K
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-472- 4.81% |
$34.8K - $38.5K
|
9.35K
$746K
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-486- 14.56% |
$35.9K - $39.7K
|
2.85K
$228K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-502- 7.23% |
$37.1K - $41K
|
6.45K
$514K
|