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 |
---|---|---|---|---|---|---|---|
Oct 13, 2021
Q3 2021
|
Parkside Advisors LLC
|
SELL
|
- |
-1.44K- 19.59% |
$97K - $98.8K
|
5.91K
$344K
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.6K- 1.18% |
$108K - $110K
|
134K
$7.8M
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.64K- 15.2% |
$110K - $112K
|
9.12K
$532K
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.64K- 14.86% |
$110K - $112K
|
9.37K
$546K
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.73K- 7.79% |
$117K - $119K
|
20.5K
$1.2M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.88KClosed |
$127K - $129K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.92K- 29.32% |
$130K - $132K
|
4.63K
$270K
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.95K- 3.79% |
$132K - $134K
|
49.6K
$2.89M
|
|
Oct 01, 2021
Q3 2021
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-2.07K- 1.62% |
$140K - $142K
|
126K
$7.33M
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.31K- 1.2% |
$156K - $159K
|
190K
$11.1M
|
|
Oct 28, 2021
Q3 2021
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-2.33K- 4.79% |
$157K - $160K
|
46.3K
$2.7M
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.77K- 4.72% |
$186K - $190K
|
55.8K
$3.26M
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.89K- 8.89% |
$195K - $198K
|
29.6K
$1.73M
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-2.95K- 4.17% |
$199K - $203K
|
67.8K
$3.95M
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
SELL
|
- |
-3.01KClosed |
$203K - $206K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.31KClosed |
$223K - $228K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.34K- 4.39% |
$225K - $229K
|
72.7K
$4.24M
|
|
Oct 14, 2021
Q3 2021
|
Money Design Co.,Ltd.
|
SELL
|
- |
-3.36K- 6.45% |
$227K - $231K
|
48.8K
$2.84M
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.39KClosed |
$228K - $232K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.5K- 29.1% |
$236K - $240K
|
8.53K
$497K
|
|
Nov 01, 2021
Q3 2021
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-3.56K- 1.62% |
$240K - $244K
|
216K
$12.6M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.59K- 16.59% |
$242K - $246K
|
18K
$1.05M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.59KClosed |
$242K - $246K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.66K- 25.56% |
$247K - $251K
|
10.7K
$621K
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.8K- 3.22% |
$256K - $261K
|
114K
$6.66M
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.23KClosed |
$285K - $290K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.24KClosed |
$286K - $291K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-4.24KClosed |
$286K - $291K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-4.82K- 7.39% |
$325K - $331K
|
60.4K
$3.52M
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.85KClosed |
$327K - $333K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-5.04KClosed |
$340K - $346K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-5.08K- 16.83% |
$342K - $349K
|
25.1K
$1.46M
|
|
Nov 02, 2021
Q3 2021
|
Iron Financial, LLC
|
SELL
|
- |
-5.31K- 5.35% |
$358K - $365K
|
94K
$5.48M
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-5.54KClosed |
$374K - $381K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.54K- 13.41% |
$374K - $381K
|
35.8K
$2.09M
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-5.89K- 25.33% |
$397K - $405K
|
17.4K
$1.01M
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.08K- 14.0% |
$410K - $418K
|
37.4K
$2.18M
|
|
Mar 17, 2022
Q3 2021
|
Retirement Solution Inc.
|
SELL
|
- |
-6.26KClosed |
$422K - $430K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
SELL
|
- |
-6.54K- 16.68% |
$441K - $449K
|
32.7K
$1.9M
|
|
Oct 14, 2021
Q3 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-7.5K- 34.09% |
$506K - $515K
|
14.5K
$845K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.53K- 17.93% |
$576K - $586K
|
39K
$2.28M
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-8.68KClosed |
$586K - $596K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-8.73KClosed |
$589K - $600K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-8.98K- 6.12% |
$605K - $617K
|
138K
$8.03M
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-9.12K- 42.59% |
$615K - $626K
|
12.3K
$717K
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
SELL
|
- |
-9.45K- 11.59% |
$637K - $649K
|
72.1K
$4.2M
|
|
Nov 09, 2021
Q3 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-10.5K- 10.08% |
$711K - $724K
|
94K
$5.48M
|
|
Nov 09, 2021
Q3 2021
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-10.9K- 54.28% |
$733K - $747K
|
9.16K
$534K
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.6K- 0.46% |
$784K - $798K
|
2.54M
$148M
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-11.9KClosed |
$804K - $819K
|
0
$0
|