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 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.21K+ 73.86% |
$188K - $195K
|
7.56K
$441K
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.21K+ 45.98% |
$188K - $195K
|
10.2K
$594K
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
3.21K+ 10.36% |
$188K - $194K
|
34.2K
$1.99M
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
3.09K+ 33.82% |
$181K - $187K
|
12.2K
$712K
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.93KNew |
$172K - $178K
|
2.93K
$171K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.87K+ 85.26% |
$168K - $174K
|
6.25K
$364K
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
2.79K+ 5.12% |
$164K - $169K
|
57.3K
$3.34M
|
|
Aug 08, 2023
Q2 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.77K+ 3.51% |
$163K - $168K
|
81.7K
$4.76M
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.74K+ 7.24% |
$161K - $166K
|
40.6K
$2.37M
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
2.68K+ 3.9% |
$157K - $163K
|
71.4K
$4.16M
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
2.68K+ 3.9% |
$157K - $163K
|
71.4K
$4.16M
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.43K+ 10.29% |
$143K - $148K
|
26.1K
$1.52M
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.43K+ 14.12% |
$142K - $147K
|
19.6K
$1.14M
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.37K+ 56.24% |
$139K - $144K
|
6.59K
$384K
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
2.36K+ 0.86% |
$138K - $143K
|
277K
$16.1M
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.35KNew |
$137K - $142K
|
2.35K
$137K
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.32K+ 0.92% |
$136K - $141K
|
256K
$14.9M
|
|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
2.32K+ 7.21% |
$136K - $141K
|
34.5K
$2.01M
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.3K+ 16.82% |
$135K - $139K
|
16K
$930K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.27K+ 24.96% |
$133K - $138K
|
11.4K
$662K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
1.84K+ 39.54% |
$108K - $111K
|
6.48K
$377K
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.77K+ 15.52% |
$104K - $107K
|
13.2K
$768K
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.68KNew |
$98.3K - $102K
|
1.68K
$97.8K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.59K+ 40.59% |
$93.4K - $96.7K
|
5.52K
$322K
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.54K+ 15.71% |
$90.2K - $93.3K
|
11.3K
$661K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.53K+ 3.95% |
$89.4K - $92.6K
|
40.2K
$2.34M
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
1.44K+ 2.53% |
$84.4K - $87.3K
|
58.3K
$3.4M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.43K+ 7955.56% |
$83.9K - $86.9K
|
1.45K
$84.5K
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.4K+ 2.66% |
$81.9K - $84.8K
|
54K
$3.15M
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.39K+ 21.26% |
$81.6K - $84.4K
|
7.94K
$463K
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
1.39K+ 4.43% |
$81.2K - $84.1K
|
32.7K
$1.91M
|
|
Jul 18, 2023
Q2 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 29.78% |
$80.2K - $83K
|
5.96K
$348K
|
|
Aug 07, 2023
Q2 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.25K+ 7.94% |
$73.3K - $75.8K
|
17K
$991K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.23K+ 4.71% |
$72.3K - $74.8K
|
27.4K
$1.6M
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.23KNew |
$72.3K - $74.8K
|
1.23K
$71.9K
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 2.06% |
$68.5K - $70.9K
|
57.9K
$3.37M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.16K+ 337.21% |
$68K - $70.4K
|
1.5K
$87.7K
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.15KNew |
$67.1K - $69.4K
|
1.15K
$66.7K
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
1.12K+ 25.28% |
$65.9K - $68.2K
|
5.57K
$325K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.08K+ 8.55% |
$63.4K - $65.6K
|
13.7K
$800K
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.08K+ 154.45% |
$63K - $65.2K
|
1.77K
$103K
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.02K+ 3.68% |
$59.7K - $61.7K
|
28.7K
$1.67M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.02K+ 1.57% |
$59.5K - $61.6K
|
65.8K
$3.84M
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.01K+ 0.32% |
$59.2K - $61.3K
|
320K
$18.7M
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.01K+ 16.36% |
$59K - $61.1K
|
7.16K
$417K
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
991+ 1.24% |
$58.1K - $60.1K
|
81.2K
$4.73M
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
987+ 1.66% |
$57.8K - $59.9K
|
60.3K
$3.51M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
975+ 24.66% |
$57.1K - $59.1K
|
4.93K
$287K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
942+ 53.55% |
$55.2K - $57.1K
|
2.7K
$157K
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
934+ 15.99% |
$54.7K - $56.6K
|
6.77K
$395K
|