Purchases and Sales Made in Q3 2021 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.2K+ 15.78% |
$961K - $979K
|
105K
$6.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.4K+ 0.74% |
$900K - $917K
|
1.83M
$108M
|
|
|
Nov 05, 2021
Q3 2021
|
Bull Street Advisors, LLC
|
BUY
|
- |
13K+ 28.94% |
$878K - $894K
|
58K
$3.43M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.8KNew |
$861K - $876K
|
12.8K
$754K
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
12.5K+ 2.69% |
$843K - $859K
|
477K
$28.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
12.5KNew |
$843K - $858K
|
12.5K
$739K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12K+ 41.82% |
$809K - $824K
|
40.7K
$2.41M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11.2K+ 188.64% |
$758K - $772K
|
17.2K
$1.02M
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
10.8K+ 6.03% |
$727K - $741K
|
190K
$11.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
10.7K+ 29.21% |
$722K - $735K
|
47.4K
$2.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.2K+ 24.58% |
$688K - $701K
|
51.7K
$3.06M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.2K+ 197.44% |
$686K - $699K
|
15.3K
$906K
|
|
|
Nov 04, 2021
Q3 2021
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
9.9K+ 0.41% |
$668K - $680K
|
2.45M
$145M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.61K+ 31.87% |
$648K - $660K
|
39.7K
$2.35M
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
9.6K+ 39.16% |
$647K - $659K
|
34.1K
$2.02M
|
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.55K+ 6.75% |
$644K - $656K
|
151K
$8.93M
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
9.53K+ 3.69% |
$643K - $655K
|
268K
$15.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.21KNew |
$621K - $632K
|
9.21K
$545K
|
|
|
Nov 12, 2021
Q3 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
9.1K+ 104.24% |
$614K - $625K
|
17.8K
$1.05M
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
9.07K+ 6.5% |
$612K - $623K
|
149K
$8.79M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.82K+ 9.21% |
$595K - $606K
|
105K
$6.18M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8.73K+ 11.78% |
$589K - $600K
|
82.8K
$4.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.47KNew |
$571K - $582K
|
8.47K
$501K
|
|
|
Nov 15, 2022
Q3 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
8.02K+ 62.89% |
$541K - $550K
|
20.8K
$1.23M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
7.81K+ 102.59% |
$527K - $536K
|
15.4K
$912K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.8K+ 0.76% |
$526K - $535K
|
1.03M
$60.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.5K+ 202.29% |
$506K - $515K
|
11.2K
$663K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.48K+ 0.19% |
$505K - $514K
|
3.9M
$231M
|
|
|
Nov 15, 2021
Q3 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
7.29K+ 29.32% |
$492K - $501K
|
32.2K
$1.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7K+ 23.02% |
$472K - $481K
|
37.4K
$2.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.85K+ 14.47% |
$462K - $470K
|
54.2K
$3.2M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.8K+ 17.74% |
$458K - $467K
|
45.1K
$2.67M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.41K+ 16.35% |
$432K - $440K
|
45.6K
$2.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
6.16K+ 30.94% |
$416K - $423K
|
26.1K
$1.54M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.14KNew |
$414K - $422K
|
6.14K
$363K
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
6.1K+ 100.68% |
$411K - $419K
|
12.2K
$719K
|
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
5.78KNew |
$390K - $397K
|
5.78K
$342K
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
5.17K+ 9.73% |
$349K - $355K
|
58.3K
$3.45M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.06K+ 9.68% |
$342K - $348K
|
57.4K
$3.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.02KNew |
$339K - $345K
|
5.02K
$297K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.72K+ 4.44% |
$319K - $324K
|
111K
$6.57M
|
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
BUY
|
- |
4.69K+ 3.95% |
$316K - $322K
|
123K
$7.29M
|
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
4.67K+ 27.03% |
$315K - $321K
|
22K
$1.3M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
4.6KNew |
$310K - $316K
|
4.6K
$272K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
4.48KNew |
$302K - $308K
|
4.48K
$265K
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
4.15K+ 2.18% |
$280K - $285K
|
195K
$11.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.84K+ 18.36% |
$259K - $264K
|
24.8K
$1.46M
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.83KNew |
$258K - $263K
|
3.83K
$226K
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.81KNew |
$257K - $262K
|
3.81K
$226K
|
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
3.74KNew |
$252K - $257K
|
3.74K
$221K
|