Purchases and Sales Made in Q1 2023 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-25- 8.36% |
$1.44K - $1.51K
|
274
$16.2K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-32- 0.62% |
$1.85K - $1.93K
|
5.16K
$306K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-33- 0.42% |
$1.9K - $1.99K
|
7.76K
$460K
|
|
|
Apr 19, 2023
Q1 2023
|
Blossom Wealth Management
|
SELL
|
- |
-34- 0.61% |
$1.96K - $2.05K
|
5.51K
$327K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-52- 1.16% |
$3K - $3.14K
|
4.45K
$264K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-82- 0.31% |
$4.73K - $4.95K
|
26.2K
$1.55M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-85- 4.5% |
$4.91K - $5.13K
|
1.8K
$107K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-100- 2.81% |
$5.77K - $6.04K
|
3.46K
$205K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-104- 0.56% |
$6K - $6.28K
|
18.6K
$1.1M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-111- 15.72% |
$6.41K - $6.7K
|
595
$35.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-111- 24.4% |
$6.41K - $6.7K
|
344
$20.4K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-123- 0.32% |
$7.1K - $7.43K
|
38.5K
$2.28M
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-127- 2.41% |
$7.33K - $7.67K
|
5.14K
$305K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-130- 87.84% |
$7.5K - $7.85K
|
18
$1.07K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-137- 7.9% |
$7.91K - $8.27K
|
1.6K
$94.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-151- 3.9% |
$8.72K - $9.12K
|
3.72K
$221K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-168- 15.4% |
$9.7K - $10.1K
|
923
$54.7K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-184- 4.67% |
$10.6K - $11.1K
|
3.76K
$223K
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-191- 2.26% |
$11K - $11.5K
|
8.25K
$489K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-200- 1.29% |
$11.5K - $12.1K
|
15.3K
$905K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-200- 1.29% |
$11.5K - $12.1K
|
15.3K
$905K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-217- 1.86% |
$12.5K - $13.1K
|
11.4K
$678K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-217- 1.86% |
$12.5K - $13.1K
|
11.4K
$678K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-225- 0.35% |
$13K - $13.6K
|
64.9K
$3.85M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-303- 12.63% |
$17.5K - $18.3K
|
2.1K
$124K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-310- 2.72% |
$17.9K - $18.7K
|
11.1K
$658K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-407- 0.62% |
$23.5K - $24.6K
|
64.8K
$3.84M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-407- 1.09% |
$23.5K - $24.6K
|
37K
$2.2M
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-414- 0.51% |
$23.9K - $25K
|
81.2K
$4.81M
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-432- 2.26% |
$24.9K - $26.1K
|
18.7K
$1.11M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-450- 2.57% |
$26K - $27.2K
|
17.1K
$1.01M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-460- 9.02% |
$26.6K - $27.8K
|
4.64K
$275K
|
|
|
May 08, 2023
Q1 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-486- 4.73% |
$28.1K - $29.3K
|
9.8K
$581K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-503- 23.94% |
$29K - $30.4K
|
1.6K
$94.7K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-510- 2.62% |
$29.4K - $30.8K
|
19K
$1.12M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-520- 0.82% |
$30K - $31.4K
|
62.5K
$3.71M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-629- 3.77% |
$36.3K - $38K
|
16.1K
$953K
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-708- 0.38% |
$40.9K - $42.8K
|
185K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-757- 0.95% |
$43.7K - $45.7K
|
78.9K
$4.68M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-811- 14.48% |
$46.8K - $49K
|
4.79K
$284K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-947- 2.08% |
$54.7K - $57.2K
|
44.5K
$2.64M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-959- 15.99% |
$55.4K - $57.9K
|
5.04K
$299K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-972- 61.71% |
$56.1K - $58.7K
|
603
$35.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-972- 9.49% |
$56.1K - $58.7K
|
9.27K
$549K
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-978- 11.39% |
$56.5K - $59.1K
|
7.61K
$451K
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-987- 14.17% |
$57K - $59.6K
|
5.98K
$355K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.1K- 34.91% |
$63.5K - $66.5K
|
2.05K
$122K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.18K- 14.56% |
$68.3K - $71.4K
|
6.94K
$412K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.21K- 1.96% |
$70K - $73.3K
|
60.7K
$3.6M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.25K- 24.11% |
$72.2K - $75.5K
|
3.93K
$233K
|