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 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
33.9K+ 11.05% |
$2.5M - $2.77M
|
341K
$27.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
33.4KNew |
$2.46M - $2.72M
|
33.4K
$2.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
33K+ 53.88% |
$2.44M - $2.7M
|
94.3K
$7.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
33K+ 39.69% |
$2.44M - $2.69M
|
116K
$9.31M
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
32.6KNew |
$2.41M - $2.66M
|
32.6K
$2.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
32.5K+ 7.61% |
$2.4M - $2.66M
|
460K
$36.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
31.1K+ 118.71% |
$2.29M - $2.54M
|
57.3K
$4.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
29.3K+ 263.76% |
$2.16M - $2.39M
|
40.4K
$3.24M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
28.8K+ 250.44% |
$2.13M - $2.36M
|
40.4K
$3.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
BUY
|
- |
28.3K+ 12.03% |
$2.09M - $2.31M
|
264K
$21.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
28.3K+ 6.74% |
$2.09M - $2.31M
|
449K
$36M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
27.6K+ 3.42% |
$2.04M - $2.26M
|
835K
$66.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
27.4KNew |
$2.02M - $2.23M
|
27.4K
$2.19M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
26.4KNew |
$1.95M - $2.16M
|
26.4K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
25.2K+ 82.68% |
$1.86M - $2.06M
|
55.7K
$4.46M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
25K+ 8.81% |
$1.85M - $2.04M
|
309K
$24.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
25K+ 8.3% |
$1.85M - $2.04M
|
326K
$26.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
24.8K+ 8.31% |
$1.83M - $2.03M
|
324K
$25.9M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
24.8KNew |
$1.83M - $2.03M
|
24.8K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
24.7K+ 856.79% |
$1.82M - $2.02M
|
27.6K
$2.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24.4KNew |
$1.8M - $2M
|
24.4K
$1.96M
|
|
|
Jan 29, 2024
Q4 2023
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
24.1KNew |
$1.78M - $1.97M
|
24.1K
$1.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
23.4K+ 6.13% |
$1.72M - $1.91M
|
404K
$32.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
23.3KNew |
$1.72M - $1.9M
|
23.3K
$1.87M
|
|
|
Mar 21, 2024
Q4 2023
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
22.7KNew |
$1.68M - $1.86M
|
22.7K
$1.82M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
22.4K+ 256.59% |
$1.66M - $1.83M
|
31.2K
$2.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
22.3KNew |
$1.65M - $1.82M
|
22.3K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
22.3KNew |
$1.65M - $1.82M
|
22.3K
$1.79M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
22.2K+ 245.01% |
$1.64M - $1.81M
|
31.2K
$2.5M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
22K+ 20.91% |
$1.63M - $1.8M
|
127K
$10.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
21.9K+ 9.62% |
$1.61M - $1.78M
|
249K
$20M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
21.7KNew |
$1.6M - $1.77M
|
21.7K
$1.74M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19.3K+ 534.74% |
$1.42M - $1.57M
|
22.9K
$1.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
19KNew |
$1.4M - $1.55M
|
19K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
19K+ 8.25% |
$1.4M - $1.55M
|
249K
$20M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
18.8K+ 2.58% |
$1.39M - $1.54M
|
747K
$59.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
18.6K+ 22.99% |
$1.38M - $1.52M
|
99.7K
$7.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
18.6KNew |
$1.38M - $1.52M
|
18.6K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
18.5K+ 33.97% |
$1.37M - $1.51M
|
73.1K
$5.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
18.5K+ 208.71% |
$1.37M - $1.51M
|
27.4K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
18.3KNew |
$1.35M - $1.5M
|
18.3K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
18.2KNew |
$1.34M - $1.48M
|
18.2K
$1.46M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
18KNew |
$1.33M - $1.47M
|
18K
$1.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
18K+ 19.77% |
$1.33M - $1.47M
|
109K
$8.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.9K+ 15.23% |
$1.32M - $1.46M
|
135K
$10.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
17.7K+ 2.21% |
$1.31M - $1.45M
|
819K
$65.6M
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
17.7KNew |
$1.31M - $1.45M
|
17.7K
$1.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.6K+ 65.68% |
$1.3M - $1.44M
|
44.3K
$3.55M
|
|
|
Jan 26, 2024
Q4 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
17.5K+ 4.71% |
$1.29M - $1.43M
|
388K
$31.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.3K+ 122.68% |
$1.28M - $1.41M
|
31.4K
$2.51M
|