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 04, 2021
Q3 2021
|
Human Investing LLC
|
BUY
|
- |
3.63K+ 20.58% |
$245K - $249K
|
21.3K
$1.24M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.59K+ 1.24% |
$242K - $246K
|
293K
$17.1M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.33KNew |
$224K - $228K
|
3.33K
$194K
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
3.23K+ 1.98% |
$218K - $222K
|
166K
$9.67M
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.13K+ 5.01% |
$211K - $215K
|
65.5K
$3.82M
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
3.11K+ 3.3% |
$209K - $213K
|
97.2K
$5.66M
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3.1K+ 19.57% |
$209K - $213K
|
19K
$1.1M
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.03K+ 8.65% |
$204K - $208K
|
38K
$2.22M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.02KNew |
$203K - $207K
|
3.02K
$176K
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
3.01K+ 79.25% |
$203K - $207K
|
6.81K
$397K
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3.01K+ 2.31% |
$203K - $207K
|
133K
$7.75M
|
|
Oct 13, 2021
Q3 2021
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
3K+ 4.74% |
$203K - $206K
|
66.3K
$3.87M
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
2.98KNew |
$201K - $205K
|
2.98K
$174K
|
|
Nov 09, 2021
Q3 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
2.75K+ 10.85% |
$185K - $189K
|
28.1K
$1.64M
|
|
Oct 13, 2021
Q3 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
2.71K+ 35.66% |
$183K - $186K
|
10.3K
$601K
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.71K+ 23.28% |
$183K - $186K
|
14.3K
$836K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.48K+ 79.05% |
$167K - $171K
|
5.62K
$328K
|
|
Oct 19, 2021
Q3 2021
|
First Pacific Financial
|
BUY
|
- |
2.44K+ 29.73% |
$165K - $168K
|
10.7K
$621K
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.39K+ 3.21% |
$161K - $164K
|
77K
$4.49M
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.95K+ 1.05% |
$132K - $134K
|
188K
$11M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.92K+ 3.34% |
$129K - $132K
|
59.3K
$3.46M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.73K+ 2.83% |
$117K - $119K
|
63K
$3.67M
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.72KNew |
$116K - $118K
|
1.72K
$100K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.68K+ 21.94% |
$114K - $116K
|
9.35K
$545K
|
|
Nov 12, 2021
Q3 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
1.68K+ 47.41% |
$114K - $116K
|
5.23K
$305K
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.68K+ 21.94% |
$114K - $116K
|
9.35K
$545K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.67K+ 113.39% |
$112K - $115K
|
3.14K
$183K
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.43K+ 20.22% |
$96.2K - $98K
|
8.48K
$495K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.41K+ 38.82% |
$95K - $96.7K
|
5.04K
$293K
|
|
Oct 29, 2021
Q3 2021
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
1.33K+ 2.13% |
$89.8K - $91.5K
|
63.8K
$3.72M
|
|
Nov 15, 2021
Q3 2021
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
1.25K+ 17.86% |
$84.3K - $85.9K
|
8.25K
$481K
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
1.04K+ 25.46% |
$70.1K - $71.4K
|
5.13K
$299K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.04K+ 13.83% |
$70.1K - $71.4K
|
8.56K
$499K
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.03K+ 20.27% |
$69.5K - $70.8K
|
6.12K
$357K
|
|
Nov 12, 2021
Q3 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.03K+ 8.96% |
$69.5K - $70.7K
|
12.5K
$730K
|
|
Oct 14, 2021
Q3 2021
|
Verity Wealth Advisors
|
BUY
|
- |
975+ 12.35% |
$65.8K - $67K
|
8.87K
$517K
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
736+ 18.99% |
$49.6K - $50.5K
|
4.61K
$269K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
700+ 0.75% |
$47.2K - $48.1K
|
93.7K
$5.46M
|
|
Oct 26, 2021
Q3 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
675+ 3.21% |
$45.5K - $46.4K
|
21.7K
$1.27M
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
633+ 16.93% |
$42.7K - $43.5K
|
4.37K
$255K
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
584+ 14.11% |
$39.4K - $40.1K
|
4.72K
$275K
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
505+ 23.49% |
$34.1K - $34.7K
|
2.66K
$155K
|
|
Nov 10, 2021
Q3 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
503+ 6.07% |
$33.9K - $34.5K
|
8.79K
$512K
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
499+ 13.56% |
$33.7K - $34.3K
|
4.18K
$244K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
429New |
$28.9K - $29.5K
|
429
$25K
|
|
Oct 26, 2021
Q3 2021
|
Fc Advisory LLC
|
BUY
|
- |
426+ 2.32% |
$28.7K - $29.3K
|
18.8K
$1.1M
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
400+ 10.54% |
$27K - $27.5K
|
4.2K
$245K
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
384+ 6.87% |
$25.9K - $26.4K
|
5.97K
$348K
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
381New |
$25.7K - $26.2K
|
381
$22.2K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
372+ 7.42% |
$25.1K - $25.5K
|
5.39K
$314K
|