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 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
16.9K+ 14.47% |
$1.25M - $1.38M
|
134K
$10.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.7K+ 18.0% |
$1.23M - $1.36M
|
109K
$8.77M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
16.6K+ 12.28% |
$1.23M - $1.36M
|
152K
$12.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
BUY
|
- |
16.6K+ 54.72% |
$1.22M - $1.35M
|
46.8K
$3.75M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
15.8KNew |
$1.16M - $1.29M
|
15.8K
$1.26M
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
15.3K+ 19.94% |
$1.13M - $1.25M
|
91.9K
$7.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.2K+ 15.99% |
$1.13M - $1.24M
|
111K
$8.86M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
15K+ 21.85% |
$1.11M - $1.22M
|
83.6K
$6.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
15K+ 6.71% |
$1.1M - $1.22M
|
238K
$19.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
14.9K+ 2.38% |
$1.1M - $1.22M
|
642K
$51.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
14.7K+ 6.31% |
$1.08M - $1.2M
|
248K
$19.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.5K+ 15.21% |
$1.07M - $1.18M
|
109K
$8.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
14.4K+ 147.47% |
$1.07M - $1.18M
|
24.2K
$1.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14.3K+ 6.94% |
$1.06M - $1.17M
|
221K
$17.7M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
14.3KNew |
$1.05M - $1.17M
|
14.3K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
14.2K+ 73.74% |
$1.04M - $1.16M
|
33.4K
$2.67M
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
14K+ 6.47% |
$1.03M - $1.14M
|
230K
$18.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
13.9K+ 28.96% |
$1.03M - $1.14M
|
62K
$4.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.8K+ 1.24% |
$1.02M - $1.13M
|
1.12M
$89.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
13.7KNew |
$1.01M - $1.12M
|
13.7K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
13.7K+ 7.6% |
$1.01M - $1.11M
|
193K
$15.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.6K+ 43.87% |
$1.01M - $1.11M
|
44.7K
$3.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13.3K+ 10.52% |
$981K - $1.08M
|
140K
$11.2M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
13.2KNew |
$973K - $1.08M
|
13.2K
$1.06M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13.2K+ 22.92% |
$972K - $1.08M
|
70.6K
$5.66M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
13.1K+ 84.98% |
$965K - $1.07M
|
28.5K
$2.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
13K+ 88.82% |
$962K - $1.06M
|
27.7K
$2.22M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
12.7KNew |
$938K - $1.04M
|
12.7K
$1.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
12.6K+ 3.18% |
$929K - $1.03M
|
409K
$32.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
12.5KNew |
$922K - $1.02M
|
12.5K
$1M
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
11.9KNew |
$880K - $974K
|
11.9K
$956K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11.9K+ 7.01% |
$879K - $973K
|
182K
$14.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
11.8K+ 53.55% |
$872K - $965K
|
33.9K
$2.72M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11.7KNew |
$866K - $958K
|
11.7K
$940K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
11.6K+ 8.12% |
$860K - $951K
|
155K
$12.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.6KNew |
$855K - $945K
|
11.6K
$928K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
11.4K+ 119.3% |
$844K - $933K
|
21K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.3K+ 436.42% |
$838K - $926K
|
13.9K
$1.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
11K+ 5.72% |
$812K - $899K
|
204K
$16.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
11K+ 8.51% |
$810K - $896K
|
140K
$11.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
10.9KNew |
$805K - $890K
|
10.9K
$874K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
10.9K+ 36.53% |
$805K - $890K
|
40.7K
$3.27M
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
10.9KNew |
$804K - $889K
|
10.9K
$873K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
10.8K+ 59.03% |
$798K - $883K
|
29.1K
$2.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
10.8K+ 45.14% |
$797K - $881K
|
34.7K
$2.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
10.8K+ 80.91% |
$795K - $880K
|
24.1K
$1.93M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
10.8KNew |
$795K - $879K
|
10.8K
$863K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
10.8K+ 32.86% |
$794K - $878K
|
43.5K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.7KNew |
$789K - $873K
|
10.7K
$857K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10.6K+ 12900.0% |
$781K - $864K
|
10.7K
$854K
|