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 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
360+ 3.19% |
$24.3K - $24.7K
|
11.6K
$688K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
334+ 25.3% |
$22.5K - $22.9K
|
1.65K
$97.8K
|
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
BUY
|
- |
322+ 8.81% |
$21.7K - $22.1K
|
3.98K
$235K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
302+ 10.04% |
$20.4K - $20.7K
|
3.31K
$196K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
277+ 477.59% |
$18.7K - $19K
|
335
$19.8K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
273+ 2.0% |
$18.4K - $18.7K
|
13.9K
$824K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
244+ 1.06% |
$16.5K - $16.8K
|
23.4K
$1.38M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
233New |
$15.7K - $16K
|
233
$13.8K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
210+ 17.3% |
$14.2K - $14.4K
|
1.42K
$84.2K
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
205+ 10.24% |
$13.8K - $14.1K
|
2.21K
$130K
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
199+ 1.05% |
$13.4K - $13.7K
|
19.2K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
199+ 1.05% |
$13.4K - $13.7K
|
19.2K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
191+ 0.61% |
$12.9K - $13.1K
|
31.5K
$1.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
182New |
$12.3K - $12.5K
|
182
$10.8K
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
178+ 0.2% |
$12K - $12.2K
|
89.1K
$5.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubp Investment Advisors Sa
|
BUY
|
- |
155+ 3.69% |
$10.5K - $10.6K
|
4.35K
$257K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
147+ 5.03% |
$9.91K - $10.1K
|
3.07K
$182K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
145+ 0.54% |
$9.78K - $9.96K
|
26.8K
$1.58M
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
119+ 495.83% |
$8.03K - $8.17K
|
143
$8.46K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
111+ 2.9% |
$7.49K - $7.62K
|
3.94K
$233K
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
109New |
$7.35K - $7.49K
|
109
$6.45K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
98+ 0.83% |
$6.61K - $6.73K
|
11.9K
$704K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
92New |
$6.2K - $6.32K
|
92
$5.44K
|
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
77+ 1.1% |
$5.19K - $5.29K
|
7.1K
$420K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
67+ 0.66% |
$4.52K - $4.6K
|
10.2K
$602K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
66+ 0.19% |
$4.45K - $4.53K
|
35.2K
$2.08M
|
|
|
Mar 31, 2022
Q3 2021
|
Zwj Investment Counsel Inc
|
BUY
|
- |
55+ 1.32% |
$3.71K - $3.78K
|
4.22K
$249K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
52+ 10.9% |
$3.51K - $3.57K
|
529
$31.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
38New |
$2.56K - $2.61K
|
38
$2.25K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
34+ 0.37% |
$2.29K - $2.34K
|
9.13K
$540K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29+ 0.36% |
$1.96K - $1.99K
|
8K
$473K
|
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
29New |
$1.96K - $1.99K
|
29
$1.71K
|
|
|
Dec 06, 2021
Q3 2021
|
Fullen Financial Group
|
BUY
|
- |
29+ 0.33% |
$1.96K - $1.99K
|
8.75K
$517K
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
28New |
$1.89K - $1.92K
|
28
$1.66K
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
26+ 34.67% |
$1.75K - $1.79K
|
101
$5.97K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
23New |
$1.55K - $1.58K
|
23
$1.36K
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
22+ 0.16% |
$1.48K - $1.51K
|
13.9K
$824K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11+ 0.12% |
$742 - $755
|
9.13K
$540K
|
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
BUY
|
- |
11+ 0.27% |
$742 - $755
|
4.12K
$243K
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
BUY
|
- |
10New |
$674 - $687
|
10
$591
|
|
|
Mar 04, 2025
Q3 2021
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
3+ 0.09% |
$202 - $206
|
3.17K
$187K
|
|
|
Mar 28, 2025
Q3 2021
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
3+ 0.09% |
$202 - $206
|
3.17K
$187K
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3+ 0.01% |
$202 - $206
|
27.2K
$1.61M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.45% |
$135 - $137
|
448
$26.5K
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2+ 0.22% |
$135 - $137
|
919
$54.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1New |
$67.4 - $68.7
|
1
$59.1
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 0.06% |
$67.4 - $68.7
|
1.77K
$105K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.32% |
$67.4 - $68.7
|
312
$18.4K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-5- 0.08% |
$337 - $343
|
6.14K
$363K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7Closed |
$472 - $481
|
0
$0
|