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 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-99- 1.17% |
$5.8K - $6K
|
8.38K
$488K
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-107- 0.57% |
$6.27K - $6.49K
|
18.6K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-109- 1.69% |
$6.39K - $6.61K
|
6.36K
$370K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-116- 5.59% |
$6.8K - $7.04K
|
1.96K
$114K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-120- 4.76% |
$7.03K - $7.28K
|
2.4K
$140K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-140- 1.22% |
$8.21K - $8.49K
|
11.3K
$658K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-140- 1.22% |
$8.21K - $8.49K
|
11.3K
$658K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-147- 2.54% |
$8.62K - $8.92K
|
5.64K
$329K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-152- 73.79% |
$8.91K - $9.22K
|
54
$3.15K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-161- 0.05% |
$9.44K - $9.76K
|
339K
$19.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-165- 17.88% |
$9.67K - $10K
|
758
$44.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-194- 0.24% |
$11.4K - $11.8K
|
81K
$4.72M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-200- 9.64% |
$11.7K - $12.1K
|
1.87K
$109K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-218- 4.99% |
$12.8K - $13.2K
|
4.15K
$242K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-257- 0.38% |
$15.1K - $15.6K
|
67.2K
$3.91M
|
|
|
Jul 20, 2023
Q2 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-259- 0.56% |
$15.2K - $15.7K
|
45.8K
$2.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-266- 0.89% |
$15.6K - $16.1K
|
29.5K
$1.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-270- 4.57% |
$15.8K - $16.4K
|
5.64K
$329K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-300- 6.59% |
$17.6K - $18.2K
|
4.25K
$248K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-313- 27.87% |
$18.3K - $19K
|
810
$47.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-375- 59.71% |
$22K - $22.7K
|
253
$14.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-377- 0.96% |
$22.1K - $22.9K
|
38.9K
$2.27M
|
|
|
Jul 12, 2023
Q2 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-378- 0.81% |
$22.2K - $22.9K
|
46K
$2.68M
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-390- 1.85% |
$22.9K - $23.7K
|
20.7K
$1.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-394- 0.33% |
$23.1K - $23.9K
|
117K
$6.84M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-429- 34.62% |
$25.1K - $26K
|
810
$47.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-429- 34.62% |
$25.1K - $26K
|
810
$47.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-449- 21.87% |
$26.3K - $27.2K
|
1.6K
$93.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-479- 9.51% |
$28.1K - $29.1K
|
4.56K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-513- 4.0% |
$30.1K - $31.1K
|
12.3K
$718K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-555- 12.94% |
$32.5K - $33.7K
|
3.74K
$218K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-563- 2.72% |
$33K - $34.1K
|
20.2K
$1.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-583- 0.52% |
$34.2K - $35.4K
|
111K
$6.5M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-610- 11.98% |
$35.8K - $37K
|
4.48K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-640- 3.57% |
$37.5K - $38.8K
|
17.3K
$1.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-648- 2.44% |
$38K - $39.3K
|
25.9K
$1.51M
|
|
|
Aug 02, 2023
Q2 2023
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-650- 1.13% |
$38.1K - $39.4K
|
56.9K
$3.31M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-673- 12.97% |
$39.4K - $40.8K
|
4.52K
$263K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-732- 2.61% |
$42.9K - $44.4K
|
27.3K
$1.59M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-739- 1.13% |
$43.3K - $44.8K
|
64.9K
$3.78M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-762- 7.64% |
$44.7K - $46.2K
|
9.21K
$537K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-827- 2.15% |
$48.5K - $50.2K
|
37.6K
$2.19M
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-953- 10.81% |
$55.9K - $57.8K
|
7.86K
$458K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
SELL
|
- |
-979- 0.95% |
$57.4K - $59.4K
|
102K
$5.95M
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
SELL
|
- |
-1K- 3.39% |
$58.8K - $60.8K
|
28.6K
$1.67M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.03K- 21.47% |
$60.3K - $62.3K
|
3.76K
$219K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.04K- 32.32% |
$61K - $63.1K
|
2.18K
$127K
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-1.05K- 6.67% |
$61.4K - $63.6K
|
14.7K
$855K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-1.06K- 16.08% |
$62.3K - $64.5K
|
5.55K
$323K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.12K- 13.65% |
$65.5K - $67.7K
|
7.06K
$412K
|