Purchases and Sales Made in Q1 2022 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD INTERMEDIATE-TERM TRE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.6K+ 7.71% |
$2.04M - $2.16M
|
456K
$26.6M
|
|
May 05, 2022
Q1 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
26.8K+ 2.92% |
$1.67M - $1.77M
|
945K
$55.1M
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
26.7K+ 201.79% |
$1.67M - $1.76M
|
39.9K
$2.33M
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
26K+ 6473.13% |
$1.62M - $1.72M
|
26.4K
$1.54M
|
|
May 05, 2022
Q1 2022
|
Anson Capital, Inc.
|
BUY
|
- |
25.3K+ 18.04% |
$1.58M - $1.67M
|
165K
$9.64M
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
24.7K+ 19.59% |
$1.54M - $1.63M
|
151K
$8.78M
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
19.5K+ 37.85% |
$1.22M - $1.29M
|
71.2K
$4.15M
|
|
May 10, 2022
Q1 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
18.5K+ 84.1% |
$1.16M - $1.23M
|
40.6K
$2.37M
|
|
May 18, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
18.5KNew |
$1.15M - $1.22M
|
18.5K
$1.08M
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
18.1K+ 47.5% |
$1.13M - $1.2M
|
56.1K
$3.27M
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
17.8KNew |
$1.11M - $1.18M
|
17.8K
$1.04M
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
17.5K+ 15.0% |
$1.09M - $1.15M
|
134K
$7.8M
|
|
May 12, 2022
Q1 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
16.9K+ 21.44% |
$1.06M - $1.12M
|
95.9K
$5.59M
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
15.3K+ 29.06% |
$954K - $1.01M
|
67.9K
$3.96M
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.8K+ 28.59% |
$862K - $914K
|
62.1K
$3.62M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
13.7K+ 42.07% |
$853K - $904K
|
46.1K
$2.69M
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
13.2KNew |
$823K - $872K
|
13.2K
$769K
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13.1K+ 155.71% |
$817K - $865K
|
21.5K
$1.25M
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
13K+ 15.56% |
$814K - $862K
|
96.8K
$5.64M
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
12.9KNew |
$803K - $851K
|
12.9K
$750K
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.8KNew |
$797K - $844K
|
12.8K
$744K
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
12.3KNew |
$765K - $810K
|
12.3K
$714K
|
|
May 04, 2022
Q1 2022
|
Souders Financial Advisors
|
BUY
|
- |
12KNew |
$751K - $795K
|
12K
$701K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12K+ 1.9% |
$748K - $792K
|
642K
$37.4M
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11K+ 7.66% |
$685K - $726K
|
154K
$8.98M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.8K+ 18.55% |
$676K - $717K
|
69.3K
$4.04M
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$664K - $703K
|
10.6K
$620K
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
10.6K+ 267.88% |
$661K - $701K
|
14.5K
$848K
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
10.5K+ 130.61% |
$654K - $693K
|
18.5K
$1.08M
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
10.5K+ 4.98% |
$654K - $692K
|
221K
$12.9M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.4K+ 203.03% |
$649K - $688K
|
15.5K
$905K
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.4K+ 1.27% |
$647K - $686K
|
828K
$48.3M
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
10.1K+ 54.71% |
$629K - $666K
|
28.5K
$1.66M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.5KNew |
$593K - $628K
|
9.5K
$554K
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
9.22K+ 29.06% |
$575K - $610K
|
40.9K
$2.39M
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.6K+ 0.82% |
$537K - $569K
|
1.06M
$61.9M
|
|
May 02, 2022
Q1 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
8.15K+ 6.39% |
$509K - $539K
|
136K
$7.91M
|
|
Apr 25, 2022
Q1 2022
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
8.05K+ 136.37% |
$502K - $532K
|
13.9K
$813K
|
|
May 16, 2022
Q1 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
7.74KNew |
$483K - $512K
|
7.74K
$451K
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
7.59K+ 38.77% |
$474K - $502K
|
27.2K
$1.58M
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
7.4KNew |
$462K - $490K
|
7.4K
$432K
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
7.28K+ 19.95% |
$455K - $482K
|
43.8K
$2.55M
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.13KNew |
$445K - $472K
|
7.13K
$416K
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
7.13K+ 46.61% |
$445K - $472K
|
22.4K
$1.31M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
7.08K+ 123.58% |
$442K - $468K
|
12.8K
$747K
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
7.03KNew |
$439K - $465K
|
7.03K
$410K
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
7.02KNew |
$438K - $464K
|
7.02K
$409K
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
6.7KNew |
$419K - $443K
|
6.7K
$391K
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
6.68KNew |
$417K - $442K
|
6.68K
$389K
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.46KNew |
$403K - $427K
|
6.46K
$376K
|