Purchases and Sales Made in Q2 2023 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.79M+ 35.56% |
$105M - $109M
|
6.83M
$398M
|
|
|
Jul 28, 2023
Q2 2023
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
875K+ 127.86% |
$51.3M - $53M
|
1.56M
$90.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
867KNew |
$50.8M - $52.6M
|
867K
$50.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
823K+ 13.57% |
$48.2M - $49.9M
|
6.89M
$401M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
770K+ 4035.68% |
$45.1M - $46.7M
|
789K
$46M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
704K+ 11.13% |
$41.3M - $42.7M
|
7.03M
$410M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
596K+ 1419.87% |
$34.9M - $36.2M
|
638K
$37.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
574K+ 21.47% |
$33.6M - $34.8M
|
3.25M
$189M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
501K+ 2365.76% |
$29.4M - $30.4M
|
522K
$30.4M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
489K+ 66.18% |
$28.7M - $29.7M
|
1.23M
$71.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
466K+ 3.91% |
$27.3M - $28.3M
|
12.4M
$723M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
453K+ 21.28% |
$26.6M - $27.5M
|
2.58M
$151M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
443KNew |
$26M - $26.9M
|
443K
$25.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Lakewood Capital Management, LP
New York, NY |
BUY
|
- |
381KNew |
$22.3M - $23.1M
|
381K
$22.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
376K+ 28.3% |
$22.1M - $22.8M
|
1.71M
$99.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
371K+ 17.47% |
$21.8M - $22.5M
|
2.5M
$146M
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
368KNew |
$21.6M - $22.3M
|
368K
$21.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
330K+ 8.28% |
$19.4M - $20M
|
4.32M
$252M
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
306K+ 6872.04% |
$17.9M - $18.5M
|
310K
$18.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
282K+ 589.88% |
$16.5M - $17.1M
|
329K
$19.2M
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
263K+ 973.48% |
$15.4M - $15.9M
|
290K
$16.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
262K+ 29.87% |
$15.4M - $15.9M
|
1.14M
$66.5M
|
|
|
Jul 14, 2023
Q2 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
223K+ 693.3% |
$13.1M - $13.5M
|
256K
$14.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
215K+ 136.28% |
$12.6M - $13.1M
|
373K
$21.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
198KNew |
$11.6M - $12M
|
198K
$11.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
187K+ 6.08% |
$10.9M - $11.3M
|
3.25M
$190M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
177KNew |
$10.4M - $10.7M
|
177K
$10.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
170K+ 480.32% |
$9.99M - $10.3M
|
206K
$12M
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
170KNew |
$9.98M - $10.3M
|
170K
$9.93M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
162KNew |
$9.49M - $9.82M
|
162K
$9.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Titan Capital Management, LLC
|
BUY
|
- |
157KNew |
$9.18M - $9.5M
|
157K
$9.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
151K+ 87.01% |
$8.87M - $9.18M
|
325K
$19M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
128K+ 6.4% |
$7.51M - $7.77M
|
2.13M
$124M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
121K+ 95.55% |
$7.11M - $7.36M
|
248K
$14.5M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
118K+ 33.88% |
$6.92M - $7.16M
|
467K
$27.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
117KNew |
$6.86M - $7.1M
|
117K
$6.82M
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
116K+ 25.64% |
$6.79M - $7.03M
|
568K
$33.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
114K+ 6.39% |
$6.69M - $6.92M
|
1.9M
$111M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
94.5K+ 287.98% |
$5.54M - $5.73M
|
127K
$7.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
94.2K+ 53.04% |
$5.52M - $5.71M
|
272K
$15.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
92.7K+ 157.21% |
$5.43M - $5.62M
|
152K
$8.84M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
91.8K+ 2018.04% |
$5.38M - $5.57M
|
96.4K
$5.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
83.9K+ 46.56% |
$4.92M - $5.09M
|
264K
$15.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
81.7K+ 2257.98% |
$4.79M - $4.95M
|
85.3K
$4.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
81.6KNew |
$4.79M - $4.95M
|
81.6K
$4.76M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
79KNew |
$4.63M - $4.79M
|
79K
$4.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
77.6KNew |
$4.55M - $4.71M
|
77.6K
$4.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
76K+ 31.79% |
$4.46M - $4.61M
|
315K
$18.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
72.1KNew |
$4.22M - $4.37M
|
72.1K
$4.2M
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
71.5KNew |
$4.19M - $4.33M
|
71.5K
$4.17M
|