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 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
10.4K+ 51.55% |
$770K - $852K
|
30.7K
$2.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
10.4KNew |
$768K - $850K
|
10.4K
$834K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
10.4K+ 9.57% |
$767K - $848K
|
119K
$9.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10.3KNew |
$758K - $838K
|
10.3K
$823K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
10.1K+ 15.71% |
$742K - $820K
|
74K
$5.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9.63K+ 2.94% |
$711K - $786K
|
337K
$27M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
9.13K+ 45.17% |
$674K - $745K
|
29.3K
$2.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
8.82K+ 369.35% |
$651K - $720K
|
11.2K
$898K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
8.82K+ 123.72% |
$651K - $720K
|
15.9K
$1.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
8.82K+ 9.71% |
$651K - $720K
|
99.6K
$7.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
8.64K+ 21.35% |
$637K - $705K
|
49.1K
$3.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8.54K+ 110.29% |
$631K - $697K
|
16.3K
$1.31M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
8.51KNew |
$628K - $694K
|
8.51K
$682K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.16K+ 10.96% |
$602K - $666K
|
82.6K
$6.62M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.07K+ 133.75% |
$596K - $659K
|
14.1K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
8.05KNew |
$594K - $657K
|
8.05K
$645K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
7.9KNew |
$583K - $645K
|
7.9K
$633K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
7.88KNew |
$581K - $643K
|
7.88K
$631K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.67KNew |
$566K - $626K
|
7.67K
$614K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7.66KNew |
$566K - $626K
|
7.66K
$614K
|
|
|
Jan 10, 2024
Q4 2023
|
Divergent Planning, LLC
|
BUY
|
- |
7.58K+ 3.27% |
$559K - $619K
|
239K
$19.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
7.49K+ 1267.68% |
$553K - $612K
|
8.08K
$648K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
7.38K+ 2.95% |
$545K - $603K
|
258K
$20.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
7.3K+ 1.92% |
$539K - $596K
|
387K
$31M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
7.24K+ 3.25% |
$534K - $591K
|
230K
$18.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
7.23K+ 21.04% |
$534K - $591K
|
41.6K
$3.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
7.23K+ 2.48% |
$533K - $590K
|
298K
$23.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.22K+ 18.37% |
$533K - $590K
|
46.5K
$3.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
7.12K+ 2.52% |
$526K - $582K
|
289K
$23.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.12K+ 1.41% |
$526K - $582K
|
511K
$41M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.1K+ 99.08% |
$524K - $580K
|
14.3K
$1.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
7.09KNew |
$524K - $579K
|
7.09K
$569K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.93K+ 35.57% |
$511K - $566K
|
26.4K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
6.81K+ 39.18% |
$502K - $556K
|
24.2K
$1.94M
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
6.8K+ 18.99% |
$502K - $555K
|
42.6K
$3.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.78K+ 12.23% |
$500K - $553K
|
62.2K
$4.98M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
6.73K+ 14.34% |
$497K - $550K
|
53.7K
$4.3M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
6.71KNew |
$495K - $548K
|
6.71K
$538K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
6.69K+ 7.25% |
$494K - $546K
|
99K
$7.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
6.65KNew |
$491K - $543K
|
6.65K
$533K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6.63KNew |
$489K - $541K
|
6.63K
$531K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.56K+ 183.88% |
$484K - $535K
|
10.1K
$811K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
6.51K+ 37.08% |
$480K - $531K
|
24.1K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
6.42K+ 60.1% |
$474K - $524K
|
17.1K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
6.37KNew |
$470K - $520K
|
6.37K
$510K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
6.37KNew |
$470K - $520K
|
6.37K
$510K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.31K+ 6.02% |
$466K - $515K
|
111K
$8.9M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.15K+ 88.18% |
$454K - $502K
|
13.1K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.11K+ 3.77% |
$451K - $499K
|
168K
$13.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6.03K+ 9.02% |
$445K - $492K
|
72.9K
$5.84M
|