Purchases and Sales Made in Q2 2022 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.5KNew |
$445K - $469K
|
7.5K
$437K
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
7.15K+ 143.36% |
$424K - $447K
|
12.1K
$707K
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.12KNew |
$423K - $445K
|
7.12K
$415K
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
7.03KNew |
$417K - $439K
|
7.03K
$410K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.99K+ 4.53% |
$415K - $437K
|
161K
$9.39M
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6.93K+ 10.21% |
$411K - $433K
|
74.8K
$4.36M
|
|
Aug 08, 2022
Q2 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
6.86KNew |
$407K - $428K
|
6.86K
$400K
|
|
Jul 22, 2022
Q2 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
6.75KNew |
$400K - $422K
|
6.75K
$393K
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
6.41K+ 237.72% |
$380K - $401K
|
9.11K
$531K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.1K+ 107.64% |
$362K - $381K
|
11.8K
$686K
|
|
Jul 27, 2022
Q2 2022
|
Anson Capital, Inc.
|
BUY
|
- |
6.05K+ 3.66% |
$359K - $378K
|
171K
$9.99M
|
|
Aug 16, 2022
Q2 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
5.98K+ 121.95% |
$355K - $374K
|
10.9K
$634K
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5.88KNew |
$349K - $368K
|
5.88K
$343K
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.51KNew |
$327K - $344K
|
5.51K
$321K
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
BUY
|
- |
4.89KNew |
$290K - $306K
|
4.89K
$285K
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
4.85K+ 80.71% |
$288K - $303K
|
10.9K
$633K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
4.85KNew |
$288K - $303K
|
4.85K
$283K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.85K+ 4.17% |
$288K - $303K
|
121K
$7.06M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.73K+ 51.13% |
$281K - $296K
|
14K
$815K
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
4.61K+ 36.02% |
$274K - $288K
|
17.4K
$1.02M
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.39K+ 7.06% |
$260K - $274K
|
66.5K
$3.88M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.25KNew |
$252K - $265K
|
4.25K
$247K
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
4.14K+ 2323.6% |
$245K - $259K
|
4.31K
$251K
|
|
Jul 13, 2022
Q2 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.07K+ 117.96% |
$241K - $254K
|
7.51K
$438K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.75KNew |
$222K - $234K
|
3.75K
$218K
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.71K+ 311.6% |
$220K - $232K
|
4.9K
$286K
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
3.6KNew |
$214K - $225K
|
3.6K
$210K
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
3.53KNew |
$209K - $220K
|
3.53K
$206K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.41KNew |
$202K - $213K
|
3.41K
$199K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.33K+ 8.83% |
$197K - $208K
|
41K
$2.39M
|
|
Aug 01, 2022
Q2 2022
|
Acas, LLC
|
BUY
|
- |
3.28KNew |
$194K - $205K
|
3.28K
$191K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3K+ 272.32% |
$178K - $188K
|
4.1K
$239K
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.87K+ 4.27% |
$170K - $179K
|
70K
$4.08M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.77K+ 2.34% |
$164K - $173K
|
121K
$7.08M
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
2.5K+ 1.13% |
$148K - $156K
|
223K
$13M
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.43K+ 46.24% |
$144K - $152K
|
7.69K
$448K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.42K+ 72.29% |
$144K - $151K
|
5.78K
$337K
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.22K+ 71.31% |
$132K - $139K
|
5.33K
$311K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.21KNew |
$131K - $138K
|
2.21K
$129K
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.13K+ 62.9% |
$126K - $133K
|
5.51K
$321K
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
2.03K+ 67600.0% |
$120K - $127K
|
2.03K
$118K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.99K+ 33.1% |
$118K - $124K
|
7.99K
$466K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.85KNew |
$110K - $116K
|
1.85K
$108K
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
1.81K+ 5.07% |
$107K - $113K
|
37.5K
$2.19M
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.8KNew |
$107K - $113K
|
1.8K
$105K
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.74K+ 10.86% |
$103K - $109K
|
17.7K
$1.03M
|
|
Oct 04, 2023
Q2 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.72K+ 5.99% |
$102K - $107K
|
30.4K
$1.77M
|
|
Jul 22, 2022
Q2 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
1.72K+ 20.36% |
$102K - $107K
|
10.1K
$591K
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
1.67K+ 59.02% |
$99.2K - $105K
|
4.51K
$263K
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
1.64K+ 296.91% |
$97.1K - $102K
|
2.19K
$127K
|