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 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.5K- 5.75% |
$627K - $694K
|
139K
$11.2M
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-8.68K- 8.65% |
$641K - $709K
|
91.7K
$7.35M
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-9.07K- 12.13% |
$669K - $740K
|
65.7K
$5.26M
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9.08K- 6.02% |
$670K - $741K
|
142K
$11.4M
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-9.18K- 7.47% |
$678K - $750K
|
114K
$9.11M
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-9.6K- 3.92% |
$708K - $783K
|
235K
$18.9M
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-10.6K- 46.68% |
$781K - $864K
|
12.1K
$969K
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-10.7K- 8.87% |
$791K - $875K
|
110K
$8.82M
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-10.8K- 13.56% |
$794K - $878K
|
68.6K
$5.5M
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-11K- 7.66% |
$810K - $896K
|
132K
$10.6M
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-11K- 19.61% |
$813K - $899K
|
45.1K
$3.62M
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.1K- 4.31% |
$821K - $908K
|
247K
$19.8M
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-11.4K- 7.5% |
$839K - $928K
|
140K
$11.2M
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-11.5K- 64.41% |
$848K - $938K
|
6.35K
$509K
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-12.3K- 52.54% |
$905K - $1M
|
11.1K
$887K
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-12.7K- 19.07% |
$939K - $1.04M
|
54K
$4.33M
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-12.9K- 22.29% |
$950K - $1.05M
|
44.9K
$3.59M
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-12.9K- 20.97% |
$954K - $1.06M
|
48.7K
$3.9M
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-14.2K- 7.57% |
$1.05M - $1.16M
|
173K
$13.9M
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-14.4K- 11.97% |
$1.06M - $1.18M
|
106K
$8.49M
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-14.5K- 8.68% |
$1.07M - $1.18M
|
152K
$12.2M
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15.9K- 16.57% |
$1.17M - $1.29M
|
79.8K
$6.4M
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-16.3K- 85.12% |
$1.2M - $1.33M
|
2.85K
$228K
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-17K- 15.3% |
$1.25M - $1.39M
|
94K
$7.54M
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-17.6K- 2.65% |
$1.3M - $1.43M
|
644K
$51.6M
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-19K- 24.2% |
$1.4M - $1.55M
|
59.5K
$4.77M
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-19.4K- 2.79% |
$1.43M - $1.58M
|
673K
$54M
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-19.6K- 11.31% |
$1.45M - $1.6M
|
154K
$12.3M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-20.3K- 3.27% |
$1.49M - $1.65M
|
600K
$48.1M
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-20.3K- 3.27% |
$1.49M - $1.65M
|
600K
$48.1M
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-20.7K- 16.92% |
$1.53M - $1.69M
|
102K
$8.15M
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-21.3K- 2.3% |
$1.57M - $1.74M
|
906K
$72.6M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.2K- 1.76% |
$1.64M - $1.81M
|
1.24M
$99M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.6K- 10.06% |
$1.74M - $1.92M
|
210K
$16.9M
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-24.3K- 74.44% |
$1.79M - $1.98M
|
8.33K
$667K
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-24.3K- 36.54% |
$1.79M - $1.98M
|
42.2K
$3.38M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-24.4K- 6.97% |
$1.8M - $1.99M
|
326K
$26.1M
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.5K- 43.28% |
$2.03M - $2.24M
|
36K
$2.89M
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-28.7K- 4.76% |
$2.12M - $2.34M
|
575K
$46.1M
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-28.8K- 58.87% |
$2.13M - $2.35M
|
20.2K
$1.61M
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-29K- 33.83% |
$2.14M - $2.37M
|
56.7K
$4.55M
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-31.3K- 10.75% |
$2.31M - $2.56M
|
260K
$20.8M
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-31.4K- 52.48% |
$2.31M - $2.56M
|
28.4K
$2.28M
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-31.4K- 60.84% |
$2.32M - $2.56M
|
20.2K
$1.62M
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-33.1K- 2.37% |
$2.44M - $2.7M
|
1.36M
$109M
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-33.1K- 2.37% |
$2.44M - $2.7M
|
1.36M
$109M
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-34K- 63.41% |
$2.51M - $2.77M
|
19.6K
$1.57M
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-35.4K- 2.86% |
$2.61M - $2.89M
|
1.2M
$96.5M
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-37.4K- 14.11% |
$2.76M - $3.05M
|
227K
$18.2M
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-38.1K- 67.74% |
$2.81M - $3.11M
|
18.1K
$1.45M
|