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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-8.49K- 13.09% |
$498K - $515K
|
56.4K
$3.29M
|
|
|
Jul 18, 2023
Q2 2023
|
Mayport, LLC
|
SELL
|
- |
-9.97K- 12.38% |
$584K - $605K
|
70.5K
$4.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-10.4K- 7.12% |
$609K - $631K
|
136K
$7.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-11.1K- 11.67% |
$653K - $676K
|
84.4K
$4.92M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.6K- 16.41% |
$736K - $761K
|
63.9K
$3.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.8K- 22.75% |
$748K - $775K
|
43.4K
$2.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-12.8K- 10.65% |
$751K - $777K
|
108K
$6.27M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-13.5K- 98.78% |
$789K - $817K
|
166
$9.68K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-14.2K- 1.82% |
$831K - $860K
|
766K
$44.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.3K- 2.46% |
$895K - $926K
|
606K
$35.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-15.3K- 2.79% |
$899K - $931K
|
535K
$31.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-17.4K- 57.94% |
$1.02M - $1.05M
|
12.6K
$735K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-18.6K- 5.17% |
$1.09M - $1.13M
|
340K
$19.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-21.3K- 85.53% |
$1.25M - $1.29M
|
3.61K
$211K
|
|
|
Aug 08, 2023
Q2 2023
|
Minot Capital, LP
Boulder, CO |
SELL
|
- |
-23.6K- 40.72% |
$1.38M - $1.43M
|
34.4K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.8K- 6.39% |
$1.39M - $1.44M
|
348K
$20.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-24.7K- 58.1% |
$1.45M - $1.5M
|
17.8K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-25.9K- 75.29% |
$1.52M - $1.57M
|
8.5K
$496K
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-26.7K- 87.05% |
$1.56M - $1.62M
|
3.97K
$231K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-28.4K- 7.83% |
$1.66M - $1.72M
|
334K
$19.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.2K- 98.66% |
$1.89M - $1.95M
|
439
$25.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-36.3K- 1.6% |
$2.13M - $2.2M
|
2.23M
$130M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-42.2K- 36.34% |
$2.47M - $2.56M
|
73.9K
$4.31M
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-45.3K- 67.06% |
$2.66M - $2.75M
|
22.3K
$1.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-45.9K- 37.23% |
$2.69M - $2.78M
|
77.4K
$4.51M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-51.6K- 12.28% |
$3.03M - $3.13M
|
369K
$21.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-52K- 7.85% |
$3.05M - $3.15M
|
610K
$35.6M
|
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-54.9K- 29.63% |
$3.22M - $3.33M
|
130K
$7.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-62.2K- 1.43% |
$3.64M - $3.77M
|
4.29M
$250M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-67.3K- 81.31% |
$3.94M - $4.08M
|
15.5K
$902K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-70.5K- 21.13% |
$4.13M - $4.27M
|
263K
$15.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-70.5K- 21.13% |
$4.13M - $4.27M
|
263K
$15.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-72.7K- 95.45% |
$4.26M - $4.41M
|
3.47K
$202K
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-82.3K- 21.3% |
$4.82M - $4.99M
|
304K
$17.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-101K- 2.7% |
$5.93M - $6.14M
|
3.64M
$212M
|
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-119K- 5.94% |
$6.95M - $7.19M
|
1.88M
$109M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-145K- 5.34% |
$8.52M - $8.81M
|
2.58M
$150M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-170K- 70.82% |
$9.99M - $10.3M
|
70.2K
$4.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-192K- 22.61% |
$11.3M - $11.7M
|
657K
$38.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-237K- 1.53% |
$13.9M - $14.4M
|
15.3M
$892M
|
|
|
Aug 14, 2023
Q2 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-256K- 11.35% |
$15M - $15.5M
|
2M
$116M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-281K- 97.09% |
$16.5M - $17M
|
8.42K
$491K
|
|
|
Aug 14, 2023
Q2 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-312K- 96.7% |
$18.3M - $18.9M
|
10.7K
$621K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-335K- 92.15% |
$19.6M - $20.3M
|
28.5K
$1.66M
|
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-379K- 42.52% |
$22.2M - $23M
|
512K
$29.9M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-545K- 88.05% |
$32M - $33.1M
|
74K
$4.32M
|
|
|
Jul 28, 2023
Q2 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-619K- 66.55% |
$36.3M - $37.5M
|
311K
$18.1M
|
|
|
Mar 11, 2024
Q2 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-635K- 99.73% |
$37.2M - $38.5M
|
1.7K
$99K
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.43M- 70.88% |
$84M - $87M
|
589K
$34.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.83M- 90.91% |
$107M - $111M
|
183K
$10.7M
|