Purchases and Sales Made in Q3 2022 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q3 2022. 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 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.6M+ 660.33% |
$1.54B - $1.66B
|
30.6M
$1.79B
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.54M+ 6383.61% |
$262M - $283M
|
4.61M
$269M
|
|
|
Oct 28, 2022
Q3 2022
|
Jordan Park Group LLC
|
BUY
|
- |
2.58M+ 817.25% |
$149M - $161M
|
2.89M
$169M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.27M+ 368.63% |
$73.2M - $79.1M
|
1.61M
$94M
|
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
797K+ 51.18% |
$46M - $49.7M
|
2.35M
$137M
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
725K+ 120.63% |
$41.8M - $45.2M
|
1.33M
$77.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
653K+ 14.32% |
$37.7M - $40.7M
|
5.21M
$304M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
521K+ 1051.4% |
$30.1M - $32.4M
|
570K
$33.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
421K+ 3.44% |
$24.3M - $26.2M
|
12.7M
$738M
|
|
|
Oct 18, 2022
Q3 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
349K+ 3574.88% |
$20.2M - $21.8M
|
359K
$20.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
349K+ 8099.37% |
$20.2M - $21.8M
|
354K
$20.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
348KNew |
$20.1M - $21.7M
|
348K
$20.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
320K+ 232.32% |
$18.5M - $20M
|
458K
$26.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
317K+ 8.32% |
$18.3M - $19.7M
|
4.13M
$240M
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
314K+ 71.45% |
$18.1M - $19.6M
|
754K
$44M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
307K+ 24.85% |
$17.7M - $19.2M
|
1.54M
$90M
|
|
|
Aug 02, 2023
Q3 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
307K+ 581.89% |
$17.7M - $19.1M
|
359K
$20.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
301KNew |
$17.4M - $18.8M
|
301K
$17.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
259K+ 39.88% |
$15M - $16.1M
|
908K
$52.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
223KNew |
$12.9M - $13.9M
|
223K
$13M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
185K+ 7.74% |
$10.7M - $11.5M
|
2.57M
$150M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
176KNew |
$10.1M - $10.9M
|
176K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
174KNew |
$10M - $10.8M
|
174K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
171K+ 17.42% |
$9.89M - $10.7M
|
1.16M
$67.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
165K+ 32.79% |
$9.52M - $10.3M
|
668K
$38.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
155K+ 23.57% |
$8.96M - $9.67M
|
814K
$47.4M
|
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
144KNew |
$8.33M - $8.99M
|
144K
$8.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
137K+ 578.1% |
$7.89M - $8.52M
|
160K
$9.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
130K+ 74.0% |
$7.51M - $8.1M
|
306K
$17.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
122KNew |
$7.03M - $7.59M
|
122K
$7.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
116K+ 79.57% |
$6.68M - $7.21M
|
261K
$15.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
111K+ 184.55% |
$6.38M - $6.89M
|
170K
$9.93M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
110K+ 2060.75% |
$6.34M - $6.85M
|
115K
$6.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
94.4K+ 4.55% |
$5.45M - $5.88M
|
2.17M
$126M
|
|
|
Oct 26, 2022
Q3 2022
|
Libra Wealth LLC
|
BUY
|
- |
93.8K+ 26.2% |
$5.42M - $5.85M
|
452K
$26.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
91.4K+ 26.55% |
$5.28M - $5.7M
|
436K
$25.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
89.7K+ 772.87% |
$5.18M - $5.59M
|
101K
$5.91M
|
|
|
Nov 01, 2022
Q3 2022
|
Investment Management Associates Inc
|
BUY
|
- |
86.1KNew |
$4.97M - $5.36M
|
86.1K
$5.02M
|
|
|
Oct 25, 2022
Q3 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
81.4KNew |
$4.7M - $5.07M
|
81.4K
$4.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
80.7KNew |
$4.66M - $5.03M
|
80.7K
$4.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
76K+ 23.41% |
$4.39M - $4.73M
|
400K
$23.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
75.7KNew |
$4.37M - $4.72M
|
75.7K
$4.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
65.4KNew |
$3.78M - $4.08M
|
65.4K
$3.81M
|
|
|
Oct 19, 2022
Q3 2022
|
Sinecera Capital, LLC
|
BUY
|
- |
64.4K+ 46.01% |
$3.72M - $4.01M
|
204K
$11.9M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
63.6K+ 37.21% |
$3.67M - $3.96M
|
234K
$13.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
63.2KNew |
$3.65M - $3.94M
|
63.2K
$3.68M
|
|
|
Nov 08, 2022
Q3 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
59.5K+ 61.23% |
$3.44M - $3.71M
|
157K
$9.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
50.9K+ 30.56% |
$2.94M - $3.17M
|
217K
$12.7M
|
|
|
May 09, 2023
Q3 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
48.9K+ 10.88% |
$2.82M - $3.04M
|
498K
$29M
|
|
|
Nov 09, 2022
Q3 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
46.4K+ 41.15% |
$2.68M - $2.89M
|
159K
$9.28M
|