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 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
136New |
$7.97K - $8.25K
|
136
$7.93K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
129New |
$7.56K - $7.82K
|
129
$7.52K
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
129New |
$7.56K - $7.82K
|
129
$7.52K
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
128+ 2.14% |
$7.5K - $7.76K
|
6.12K
$357K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
121New |
$7.09K - $7.34K
|
121
$7.05K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
113New |
$6.62K - $6.85K
|
113
$6.59K
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
108+ 2.45% |
$6.33K - $6.55K
|
4.52K
$263K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
101+ 2.82% |
$5.92K - $6.13K
|
3.68K
$215K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
92New |
$5.39K - $5.58K
|
92
$5.36K
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
92+ 0.3% |
$5.39K - $5.58K
|
30.7K
$1.79M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
87+ 2.52% |
$5.1K - $5.28K
|
3.54K
$207K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
78+ 5.59% |
$4.57K - $4.73K
|
1.47K
$85.9K
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
72New |
$4.22K - $4.37K
|
72
$4.2K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
70New |
$4.1K - $4.25K
|
70
$4.08K
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
68+ 103.03% |
$3.99K - $4.12K
|
134
$7.81K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
61New |
$3.58K - $3.7K
|
61
$3.56K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
60+ 7.37% |
$3.52K - $3.64K
|
874
$50.9K
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
57New |
$3.34K - $3.46K
|
57
$3.32K
|
|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
49+ 0.62% |
$2.87K - $2.97K
|
7.94K
$463K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
49+ 8.31% |
$2.87K - $2.97K
|
639
$37.2K
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
43New |
$2.52K - $2.61K
|
43
$2.51K
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
33+ 0.13% |
$1.93K - $2K
|
24.6K
$1.43M
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
32+ 0.45% |
$1.88K - $1.94K
|
7.13K
$416K
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
30+ 3.75% |
$1.76K - $1.82K
|
830
$48.4K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
27New |
$1.58K - $1.64K
|
27
$1.57K
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
20New |
$1.17K - $1.21K
|
20
$1.17K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
19New |
$1.11K - $1.15K
|
19
$1.11K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
15+ 0.33% |
$879 - $910
|
4.55K
$265K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8+ 0.06% |
$469 - $485
|
13.3K
$778K
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6+ 0.62% |
$352 - $364
|
969
$56.5K
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.84% |
$117 - $121
|
241
$14K
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
2+ 0.05% |
$117 - $121
|
3.98K
$232K
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1+ 0.01% |
$58.6 - $60.7
|
7.23K
$421K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1+ 0.03% |
$58.6 - $60.7
|
3.58K
$209K
|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2- 0.04% |
$117 - $121
|
4.97K
$290K
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 0.23% |
$879 - $910
|
6.63K
$387K
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-18- 0.25% |
$1.05K - $1.09K
|
7.08K
$413K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-23- 3.37% |
$1.35K - $1.39K
|
659
$38.4K
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-27- 0.12% |
$1.58K - $1.64K
|
22.3K
$1.3M
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-31- 0.42% |
$1.82K - $1.88K
|
7.33K
$427K
|
|
Aug 14, 2023
Q2 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-38- 0.95% |
$2.23K - $2.3K
|
3.95K
$230K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-43- 0.31% |
$2.52K - $2.61K
|
14K
$819K
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-43- 4.28% |
$2.52K - $2.61K
|
962
$56.1K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-66- 10.46% |
$3.87K - $4K
|
565
$32.9K
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-75- 0.75% |
$4.4K - $4.55K
|
9.86K
$575K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-75- 2.13% |
$4.4K - $4.55K
|
3.45K
$201K
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-93- 40.61% |
$5.45K - $5.64K
|
136
$7.93K
|
|
Jul 07, 2023
Q2 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-95- 0.38% |
$5.57K - $5.76K
|
25.1K
$1.46M
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-97- 0.45% |
$5.69K - $5.88K
|
21.7K
$1.26M
|