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 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.25K+ 39.66% |
$130K - $140K
|
7.91K
$461K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.1K+ 19.53% |
$121K - $131K
|
12.9K
$750K
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.95KNew |
$113K - $122K
|
1.95K
$114K
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.92K+ 5.01% |
$111K - $119K
|
40.2K
$2.34M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.9K+ 22.14% |
$109K - $118K
|
10.5K
$610K
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
1.83K+ 6.59% |
$106K - $114K
|
29.6K
$1.72M
|
|
Oct 13, 2022
Q3 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.73K+ 1.52% |
$100K - $108K
|
116K
$6.77M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.5K+ 36.11% |
$86.5K - $93.4K
|
5.65K
$329K
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.48K+ 201.08% |
$85.7K - $92.5K
|
2.22K
$130K
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
1.45KNew |
$83.7K - $90.4K
|
1.45K
$84.5K
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.4K+ 23.59% |
$80.7K - $87.1K
|
7.32K
$427K
|
|
Nov 08, 2022
Q3 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
1.35K+ 1.95% |
$77.9K - $84.1K
|
70.4K
$4.1M
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.32K+ 39.45% |
$76.2K - $82.3K
|
4.67K
$272K
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.3K+ 12.28% |
$75K - $81K
|
11.9K
$693K
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.21KNew |
$69.7K - $75.2K
|
1.21K
$70.4K
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.21K+ 0.7% |
$69.7K - $75.2K
|
173K
$10.1M
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.14K+ 8.66% |
$65.7K - $70.9K
|
14.3K
$832K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.09K+ 0.68% |
$63K - $68K
|
162K
$9.45M
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.09K+ 18.92% |
$62.8K - $67.8K
|
6.84K
$399K
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 62.07% |
$60.6K - $65.4K
|
2.74K
$160K
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
BUY
|
- |
1.04K+ 11.32% |
$60.2K - $65K
|
10.3K
$598K
|
|
Oct 16, 2023
Q3 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.03K+ 28.85% |
$59.6K - $64.4K
|
4.61K
$269K
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
937+ 17.29% |
$54.1K - $58.4K
|
6.36K
$371K
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
925+ 0.68% |
$53.4K - $57.6K
|
137K
$7.97M
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
891New |
$51.4K - $55.5K
|
891
$51.9K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
864+ 2.66% |
$49.9K - $53.8K
|
33.3K
$1.94M
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
850New |
$49.1K - $53K
|
850
$49.5K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
845+ 2.06% |
$48.8K - $52.7K
|
41.8K
$2.44M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
829+ 3.24% |
$47.9K - $51.7K
|
26.4K
$1.54M
|
|
Oct 04, 2023
Q3 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
630+ 2.07% |
$36.4K - $39.3K
|
31K
$1.81M
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
587New |
$33.9K - $36.6K
|
587
$34.2K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
539New |
$31.1K - $33.6K
|
539
$31.4K
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
526+ 0.99% |
$30.4K - $32.8K
|
53.6K
$3.12M
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
505New |
$29.2K - $31.5K
|
505
$29.4K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
492+ 0.78% |
$28.4K - $30.7K
|
63.3K
$3.69M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
445+ 4.01% |
$25.7K - $27.7K
|
11.5K
$673K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
443+ 156.54% |
$25.6K - $27.6K
|
726
$42.3K
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
378+ 0.08% |
$21.8K - $23.6K
|
502K
$29.3M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
353+ 2.5% |
$20.4K - $22K
|
14.5K
$844K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
332New |
$19.2K - $20.7K
|
332
$19.4K
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
330+ 1.23% |
$19.1K - $20.6K
|
27.3K
$1.59M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
300+ 46.44% |
$17.3K - $18.7K
|
946
$55.1K
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
299+ 3.58% |
$17.3K - $18.6K
|
8.66K
$505K
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
278+ 0.64% |
$16K - $17.3K
|
43.9K
$2.56M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
265+ 5.35% |
$15.3K - $16.5K
|
5.22K
$304K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
250+ 10.85% |
$14.4K - $15.6K
|
2.56K
$149K
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
226+ 6.43% |
$13K - $14.1K
|
3.74K
$218K
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
217+ 6.45% |
$12.5K - $13.5K
|
3.58K
$209K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
162+ 18.31% |
$9.35K - $10.1K
|
1.05K
$61K
|
|
Dec 02, 2022
Q3 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
153+ 1.2% |
$8.83K - $9.53K
|
12.9K
$752K
|