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 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
22.9KNew |
$1.34M - $1.39M
|
22.9K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.3K+ 6.84% |
$1.31M - $1.35M
|
349K
$20.3M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
22.3K+ 2.21% |
$1.31M - $1.35M
|
1.03M
$60M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
22.2K+ 2.02% |
$1.3M - $1.35M
|
1.12M
$65.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
21.9KNew |
$1.28M - $1.33M
|
21.9K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
21.8K+ 7.57% |
$1.28M - $1.32M
|
310K
$18.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
21.1KNew |
$1.24M - $1.28M
|
21.1K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
21.1K+ 3.0% |
$1.24M - $1.28M
|
724K
$42.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
20.9KNew |
$1.23M - $1.27M
|
20.9K
$1.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
20.4K+ 87.81% |
$1.19M - $1.23M
|
43.5K
$2.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
18.5K+ 270.07% |
$1.09M - $1.12M
|
25.4K
$1.48M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
18.5K+ 12.89% |
$1.08M - $1.12M
|
162K
$9.43M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.3K+ 109.68% |
$1.08M - $1.11M
|
35.1K
$2.04M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
17.9K+ 10.18% |
$1.05M - $1.09M
|
194K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17.9K+ 9.83% |
$1.05M - $1.09M
|
200K
$11.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
17.4K+ 290816.66% |
$1.02M - $1.06M
|
17.5K
$1.02M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.4K+ 110.54% |
$1.02M - $1.06M
|
33.2K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.6K+ 4.71% |
$974K - $1.01M
|
369K
$21.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.4K+ 3.53% |
$964K - $997K
|
482K
$28.1M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
14.6K+ 2.92% |
$853K - $883K
|
512K
$29.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.3K+ 5.66% |
$839K - $868K
|
267K
$15.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.3K+ 38.58% |
$835K - $864K
|
51.2K
$2.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.2K+ 306.24% |
$832K - $861K
|
18.8K
$1.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
13.4K+ 4.73% |
$785K - $812K
|
296K
$17.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
BUY
|
- |
13.2K+ 134.48% |
$776K - $803K
|
23.1K
$1.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
12.4K+ 3.18% |
$725K - $750K
|
402K
$23.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
12K+ 8.55% |
$703K - $727K
|
152K
$8.88M
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
11.7K+ 16.31% |
$685K - $709K
|
83.4K
$4.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.2K+ 10.12% |
$657K - $680K
|
122K
$7.11M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
11.2KNew |
$654K - $677K
|
11.2K
$650K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10.9K+ 3.95% |
$640K - $663K
|
287K
$16.8M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 33.93% |
$632K - $654K
|
42.6K
$2.48M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 33.93% |
$632K - $654K
|
42.6K
$2.48M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
10.8KNew |
$631K - $653K
|
10.8K
$627K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
10.5K+ 3.91% |
$617K - $638K
|
280K
$16.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.71KNew |
$569K - $589K
|
9.71K
$566K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
9.49K+ 15.16% |
$556K - $575K
|
72K
$4.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
8.65K+ 51.69% |
$507K - $524K
|
25.4K
$1.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
8.63K+ 72.36% |
$506K - $523K
|
20.6K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
8.39K+ 65.24% |
$492K - $509K
|
21.2K
$1.24M
|
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
BUY
|
- |
8.35K+ 10.91% |
$490K - $507K
|
84.9K
$4.95M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.23KNew |
$482K - $499K
|
8.23K
$480K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.2KNew |
$481K - $497K
|
8.2K
$478K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8.19K+ 104.85% |
$480K - $497K
|
16K
$933K
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
8.15K+ 18.68% |
$478K - $494K
|
51.8K
$3.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.14K+ 64.9% |
$477K - $493K
|
20.7K
$1.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
7.82K+ 7.4% |
$459K - $475K
|
114K
$6.62M
|
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
7.81K+ 1.85% |
$458K - $473K
|
430K
$25.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Whelan Financial
|
BUY
|
- |
7.76K+ 3.27% |
$455K - $470K
|
245K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.61K+ 45.51% |
$446K - $461K
|
24.3K
$1.42M
|