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 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
134K+ 131.68% |
$9.91M - $11M
|
236K
$18.9M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
132K+ 16.98% |
$9.77M - $10.8M
|
912K
$73.1M
|
|
|
May 06, 2024
Q4 2023
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
129KNew |
$9.51M - $10.5M
|
129K
$10.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
126KNew |
$9.32M - $10.3M
|
126K
$10.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
124K+ 34.27% |
$9.15M - $10.1M
|
486K
$38.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
113K+ 38.16% |
$8.32M - $9.2M
|
408K
$32.7M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
111KNew |
$8.21M - $9.08M
|
111K
$8.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
111K+ 14.09% |
$8.2M - $9.07M
|
899K
$72.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
108KNew |
$7.99M - $8.84M
|
108K
$8.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
100KNew |
$7.39M - $8.18M
|
100K
$8.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
88.8KNew |
$6.55M - $7.25M
|
88.8K
$7.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
87.5K+ 63.43% |
$6.46M - $7.15M
|
226K
$18.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
86.5KNew |
$6.38M - $7.06M
|
86.5K
$6.93M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
85.8K+ 478.1% |
$6.33M - $7M
|
104K
$8.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
85.8K+ 522.25% |
$6.33M - $7M
|
102K
$8.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
BUY
|
- |
84.7KNew |
$6.25M - $6.91M
|
84.7K
$6.79M
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
83.9KNew |
$6.19M - $6.85M
|
83.9K
$6.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
78.9KNew |
$5.83M - $6.44M
|
78.9K
$6.33M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
78.4K+ 802.6% |
$5.79M - $6.4M
|
88.2K
$7.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
76.2K+ 46.76% |
$5.63M - $6.22M
|
239K
$19.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
75.5K+ 9.78% |
$5.57M - $6.16M
|
847K
$67.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
74.9KNew |
$5.53M - $6.12M
|
74.9K
$6M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
72.6K+ 545.39% |
$5.36M - $5.93M
|
86K
$6.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
72.1K+ 19.44% |
$5.32M - $5.89M
|
443K
$35.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
71.1K+ 1054.68% |
$5.25M - $5.81M
|
77.9K
$6.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.8K+ 1.56% |
$5.23M - $5.78M
|
4.61M
$370M
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
69.9KNew |
$5.16M - $5.71M
|
69.9K
$5.6M
|
|
|
Oct 30, 2024
Q4 2023
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
69.3KNew |
$5.12M - $5.66M
|
69.3K
$5.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
68.5K+ 73.15% |
$5.05M - $5.59M
|
162K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
65.2KNew |
$4.81M - $5.33M
|
65.2K
$5.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
60.6K+ 75.68% |
$4.47M - $4.95M
|
141K
$11.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
60.1KNew |
$4.44M - $4.91M
|
60.1K
$4.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
59.4K+ 8.33% |
$4.39M - $4.85M
|
773K
$62M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
59.1KNew |
$4.36M - $4.82M
|
59.1K
$4.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
54.3KNew |
$4.01M - $4.43M
|
54.3K
$4.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
53.7KNew |
$3.96M - $4.38M
|
53.7K
$4.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
53.2K+ 65.28% |
$3.93M - $4.34M
|
135K
$10.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
50K+ 150.82% |
$3.69M - $4.08M
|
83.1K
$6.66M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
44.8KNew |
$3.3M - $3.66M
|
44.8K
$3.59M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
43.5K+ 3.64% |
$3.21M - $3.55M
|
1.24M
$99.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
41.4K+ 659.84% |
$3.05M - $3.38M
|
47.7K
$3.82M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
40.7KNew |
$3.01M - $3.33M
|
40.7K
$3.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
40.4K+ 161.04% |
$2.98M - $3.3M
|
65.5K
$5.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
38.2KNew |
$2.82M - $3.12M
|
38.2K
$3.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
37.1K+ 8.69% |
$2.74M - $3.03M
|
464K
$37.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
36.7K+ 10.11% |
$2.71M - $2.99M
|
400K
$32M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
36.3K+ 11.15% |
$2.68M - $2.96M
|
362K
$29M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
36.1K+ 113.42% |
$2.67M - $2.95M
|
68K
$5.45M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
36.1KNew |
$2.67M - $2.95M
|
36.1K
$2.89M
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
35K+ 56.67% |
$2.59M - $2.86M
|
96.9K
$7.76M
|