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 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
6.01K+ 2.75% |
$443K - $490K
|
225K
$18M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
5.96KNew |
$440K - $487K
|
5.96K
$478K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
5.96KNew |
$440K - $487K
|
5.96K
$478K
|
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
5.94K+ 5.0% |
$438K - $485K
|
125K
$9.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.9KNew |
$435K - $481K
|
5.9K
$472K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.85KNew |
$432K - $477K
|
5.85K
$469K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.8KNew |
$428K - $473K
|
5.8K
$465K
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
5.68KNew |
$420K - $464K
|
5.68K
$456K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
5.67K+ 8.67% |
$419K - $463K
|
71.1K
$5.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.59K+ 2.62% |
$413K - $456K
|
219K
$17.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.57KNew |
$411K - $455K
|
5.57K
$446K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.55KNew |
$410K - $453K
|
5.55K
$445K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.48K+ 857.12% |
$404K - $447K
|
6.12K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
5.41K+ 4.37% |
$399K - $441K
|
129K
$10.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
5.37K+ 24.13% |
$396K - $438K
|
27.6K
$2.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
5.33K+ 18.89% |
$393K - $435K
|
33.5K
$2.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
5.2K+ 27.88% |
$384K - $425K
|
23.9K
$1.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
5.19K+ 27.34% |
$383K - $424K
|
24.2K
$1.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.18K+ 32.42% |
$382K - $423K
|
21.2K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.05K+ 6.96% |
$373K - $413K
|
77.7K
$6.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.03K+ 48.45% |
$371K - $411K
|
15.4K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.98K+ 2.93% |
$367K - $406K
|
175K
$14M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.91KNew |
$363K - $401K
|
4.91K
$394K
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
4.77KNew |
$352K - $389K
|
4.77K
$382K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.74K+ 88.01% |
$350K - $387K
|
10.1K
$812K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.67K+ 26.38% |
$344K - $381K
|
22.4K
$1.79M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.62KNew |
$341K - $377K
|
4.62K
$370K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.43K+ 51.27% |
$327K - $362K
|
13.1K
$1.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
4.41K+ 119.48% |
$326K - $360K
|
8.1K
$649K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.3KNew |
$317K - $351K
|
4.3K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.29KNew |
$316K - $350K
|
4.29K
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.25K+ 53.92% |
$313K - $347K
|
12.1K
$971K
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
4.22KNew |
$312K - $345K
|
4.22K
$339K
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
4.22KNew |
$311K - $344K
|
4.22K
$338K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
4.19K+ 2.85% |
$309K - $342K
|
151K
$12.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.14KNew |
$306K - $338K
|
4.14K
$332K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4.13K+ 92.58% |
$305K - $337K
|
8.59K
$688K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.13K+ 7.26% |
$305K - $337K
|
61K
$4.89M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.11KNew |
$303K - $335K
|
4.11K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4.07KNew |
$300K - $332K
|
4.07K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.06K+ 13.32% |
$300K - $331K
|
34.5K
$2.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
4.06KNew |
$299K - $331K
|
4.06K
$325K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.04KNew |
$298K - $330K
|
4.04K
$324K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.03K+ 0.99% |
$297K - $329K
|
411K
$32.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4KNew |
$295K - $327K
|
4K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
3.99K+ 1.42% |
$294K - $325K
|
285K
$22.8M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
3.98K+ 16.23% |
$294K - $325K
|
28.5K
$2.29M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
3.98KNew |
$294K - $325K
|
3.98K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.98K+ 1.77% |
$293K - $325K
|
229K
$18.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3.95K+ 20.33% |
$291K - $322K
|
23.3K
$1.87M
|