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 20, 2023
Q2 2023
|
Blossom Wealth Management
|
BUY
|
- |
925+ 16.79% |
$54.2K - $56.1K
|
6.43K
$375K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
BUY
|
- |
905+ 0.92% |
$53K - $54.9K
|
98.9K
$5.77M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
866+ 1.82% |
$50.8K - $52.5K
|
48.5K
$2.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
850+ 20.19% |
$49.8K - $51.6K
|
5.06K
$295K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
848+ 8.79% |
$49.7K - $51.4K
|
10.5K
$612K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
798New |
$46.8K - $48.4K
|
798
$46.5K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
797New |
$46.7K - $48.3K
|
797
$46.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
787+ 39.02% |
$46.1K - $47.7K
|
2.8K
$163K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
783+ 129.85% |
$45.9K - $47.5K
|
1.39K
$80.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
765+ 9.71% |
$44.8K - $46.4K
|
8.64K
$504K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
750+ 5.56% |
$44K - $45.5K
|
14.2K
$831K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
745+ 0.99% |
$43.7K - $45.2K
|
75.9K
$4.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
722+ 3.81% |
$42.3K - $43.8K
|
19.7K
$1.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
716+ 5.76% |
$42K - $43.4K
|
13.2K
$767K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
710+ 13.61% |
$41.6K - $43.1K
|
5.93K
$345K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
650+ 12.64% |
$38.1K - $39.4K
|
5.79K
$338K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
648+ 12.63% |
$38K - $39.3K
|
5.78K
$337K
|
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
BUY
|
- |
624+ 1.87% |
$36.6K - $37.8K
|
34K
$1.98M
|
|
|
Aug 18, 2023
Q2 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
615+ 2.9% |
$36K - $37.3K
|
21.8K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
539New |
$31.6K - $32.7K
|
539
$31.4K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
532+ 5.34% |
$31.2K - $32.3K
|
10.5K
$612K
|
|
|
Jul 27, 2023
Q2 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
526+ 0.5% |
$30.8K - $31.9K
|
106K
$6.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
523+ 0.52% |
$30.7K - $31.7K
|
102K
$5.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
516+ 3.63% |
$30.2K - $31.3K
|
14.7K
$858K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
461+ 461.0% |
$27K - $28K
|
561
$32.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
459+ 4.21% |
$26.9K - $27.8K
|
11.4K
$662K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
456New |
$26.7K - $27.7K
|
456
$26.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Brickley Wealth Management
|
BUY
|
- |
434+ 0.47% |
$25.4K - $26.3K
|
93.6K
$5.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
402+ 2.37% |
$23.6K - $24.4K
|
17.4K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
367+ 22.97% |
$21.5K - $22.3K
|
1.97K
$115K
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
353+ 2.33% |
$20.7K - $21.4K
|
15.5K
$904K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
307New |
$18K - $18.6K
|
307
$17.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
288+ 3.08% |
$16.9K - $17.5K
|
9.64K
$562K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
280New |
$16.4K - $17K
|
280
$16.3K
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
240New |
$14.1K - $14.6K
|
240
$14K
|
|
|
Aug 10, 2023
Q2 2023
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
235+ 1.23% |
$13.8K - $14.3K
|
19.3K
$1.13M
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
BUY
|
- |
221+ 2.72% |
$13K - $13.4K
|
8.33K
$486K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
218+ 13.47% |
$12.8K - $13.2K
|
1.84K
$107K
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
213+ 0.63% |
$12.5K - $12.9K
|
34K
$1.98M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
210+ 0.55% |
$12.3K - $12.7K
|
38.7K
$2.26M
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
BUY
|
- |
204New |
$12K - $12.4K
|
204
$11.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
201New |
$11.8K - $12.2K
|
201
$11.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
201+ 2.59% |
$11.8K - $12.2K
|
7.95K
$464K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
200+ 72.99% |
$11.7K - $12.1K
|
474
$27.6K
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
BUY
|
- |
200+ 1.59% |
$11.7K - $12.1K
|
12.8K
$746K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
193+ 27.07% |
$11.3K - $11.7K
|
906
$52.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
162New |
$9.49K - $9.83K
|
162
$9.44K
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
150+ 2.08% |
$8.79K - $9.1K
|
7.36K
$429K
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
147+ 2.85% |
$8.62K - $8.92K
|
5.31K
$309K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
146+ 81.56% |
$8.56K - $8.85K
|
325
$18.9K
|