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 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.81K- 12.06% |
$207K - $229K
|
20.5K
$1.63M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-2.92K- 96.44% |
$216K - $239K
|
108
$8.62K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.94K- 0.79% |
$217K - $240K
|
372K
$29.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-2.95K- 15.9% |
$217K - $240K
|
15.6K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.05K- 15.23% |
$225K - $249K
|
17K
$1.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.07K- 2.99% |
$227K - $251K
|
99.5K
$7.94M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3.18K- 21.98% |
$235K - $259K
|
11.3K
$900K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.27K- 1.71% |
$242K - $267K
|
188K
$15M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.31K- 2.78% |
$244K - $270K
|
116K
$9.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-3.32K- 2.19% |
$245K - $271K
|
148K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.42K- 39.2% |
$252K - $279K
|
5.3K
$423K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.44K- 98.91% |
$254K - $280K
|
38
$3.03K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.44K- 1.25% |
$254K - $281K
|
270K
$21.6M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-3.44K- 5.92% |
$254K - $281K
|
54.6K
$4.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-3.75K- 4.68% |
$276K - $306K
|
76.2K
$6.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.81K- 6.98% |
$281K - $311K
|
50.7K
$4.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-3.87K- 12.52% |
$286K - $316K
|
27K
$2.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-3.89K- 4.77% |
$287K - $317K
|
77.7K
$6.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.89K- 6.84% |
$287K - $317K
|
53K
$4.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.97K- 3.25% |
$293K - $324K
|
118K
$9.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-4.11K- 5.3% |
$304K - $336K
|
73.5K
$5.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-4.13K- 4.34% |
$305K - $337K
|
91K
$7.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.25K- 13.41% |
$313K - $347K
|
27.4K
$2.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.26K- 32.57% |
$314K - $348K
|
8.81K
$703K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-4.42K- 14.28% |
$326K - $361K
|
26.5K
$2.12M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.66K- 13.84% |
$344K - $380K
|
29K
$2.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4.68K- 8.32% |
$345K - $382K
|
51.5K
$4.11M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-4.85K- 4.58% |
$358K - $396K
|
101K
$8.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.03K- 15.49% |
$371K - $411K
|
27.5K
$2.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-5.25K- 8.86% |
$388K - $429K
|
54K
$4.31M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.26K- 7.41% |
$388K - $429K
|
65.7K
$5.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-5.29K- 60.84% |
$390K - $432K
|
3.4K
$272K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-5.3K- 29.56% |
$391K - $433K
|
12.6K
$1.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-5.58K- 6.28% |
$412K - $456K
|
83.3K
$6.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-5.69K- 16.33% |
$420K - $464K
|
29.1K
$2.32M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-5.71K- 27.08% |
$421K - $466K
|
15.4K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-5.9K- 21.12% |
$435K - $482K
|
22K
$1.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.93K- 36.77% |
$438K - $484K
|
10.2K
$814K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
SELL
|
- |
-6.03K- 2.39% |
$445K - $492K
|
246K
$19.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-6.27K- 36.06% |
$463K - $512K
|
11.1K
$888K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-6.43K- 16.86% |
$474K - $525K
|
31.7K
$2.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-6.66K- 16.38% |
$492K - $544K
|
34K
$2.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-7.04K- 5.89% |
$520K - $575K
|
113K
$8.98M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.71K- 21.44% |
$569K - $629K
|
28.2K
$2.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-7.81K- 14.81% |
$577K - $638K
|
44.9K
$3.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.89K- 5.83% |
$582K - $644K
|
127K
$10.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-8K- 1.53% |
$591K - $653K
|
516K
$41.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.05K- 6.23% |
$594K - $657K
|
121K
$9.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-8.19K- 98.39% |
$605K - $669K
|
134
$10.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-8.27K- 10.36% |
$611K - $675K
|
71.6K
$5.71M
|