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 |
---|---|---|---|---|---|---|---|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-101- 19.69% |
$5.83K - $6.29K
|
412
$24K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-102- 2.72% |
$5.89K - $6.36K
|
3.65K
$213K
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-117- 2.6% |
$6.75K - $7.29K
|
4.39K
$256K
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-119- 1.37% |
$6.87K - $7.42K
|
8.58K
$500K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-120- 7.0% |
$6.93K - $7.48K
|
1.59K
$92.9K
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-130- 0.21% |
$7.5K - $8.1K
|
62.7K
$3.66M
|
|
Nov 14, 2022
Q3 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-141- 2.29% |
$8.14K - $8.79K
|
6.01K
$350K
|
|
Oct 13, 2022
Q3 2022
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-165- 1.56% |
$9.53K - $10.3K
|
10.4K
$606K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-188- 1.57% |
$10.9K - $11.7K
|
11.8K
$689K
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-222- 1.34% |
$12.8K - $13.8K
|
16.3K
$953K
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-230- 2.69% |
$13.3K - $14.3K
|
8.33K
$485K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-240- 17.42% |
$13.9K - $15K
|
1.14K
$66.3K
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-262- 3.99% |
$15.1K - $16.3K
|
6.3K
$367K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-265- 4.88% |
$15.3K - $16.5K
|
5.17K
$301K
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-300- 5.5% |
$17.3K - $18.7K
|
5.16K
$301K
|
|
Oct 17, 2022
Q3 2022
|
Mayport, LLC
|
SELL
|
- |
-347- 0.33% |
$20K - $21.6K
|
104K
$6.07M
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-364- 1.81% |
$21K - $22.7K
|
19.8K
$1.15M
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-386- 3.43% |
$22.3K - $24.1K
|
10.9K
$634K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-441- 4.22% |
$25.5K - $27.5K
|
10K
$584K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-450- 3.87% |
$26K - $28K
|
11.2K
$651K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-473- 9.74% |
$27.3K - $29.5K
|
4.38K
$255K
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-505- 30.94% |
$29.2K - $31.5K
|
1.13K
$65.7K
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-544- 4.6% |
$31.4K - $33.9K
|
11.3K
$658K
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-544- 4.6% |
$31.4K - $33.9K
|
11.3K
$658K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-551- 11.2% |
$31.8K - $34.3K
|
4.37K
$255K
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-643- 8.36% |
$37.1K - $40.1K
|
7.05K
$411K
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-682- 9.82% |
$39.4K - $42.5K
|
6.27K
$365K
|
|
Oct 03, 2022
Q3 2022
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-750- 0.69% |
$43.3K - $46.7K
|
108K
$6.3M
|
|
Nov 10, 2022
Q3 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-761- 1.03% |
$43.9K - $47.4K
|
73.3K
$4.27M
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-832- 83.87% |
$48K - $51.9K
|
160
$9.33K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-848- 14.68% |
$49K - $52.8K
|
4.93K
$287K
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-966- 2.16% |
$55.8K - $60.2K
|
43.8K
$2.55M
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.01K- 4.21% |
$58.3K - $62.9K
|
23K
$1.34M
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.05K- 69.92% |
$60.8K - $65.6K
|
453
$26.4K
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
SELL
|
- |
-1.1K- 5.12% |
$63.6K - $68.6K
|
20.4K
$1.19M
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.16K- 23.12% |
$66.7K - $72K
|
3.84K
$224K
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.16K- 24.72% |
$66.8K - $72.1K
|
3.52K
$205K
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.2K- 12.61% |
$69.1K - $74.6K
|
8.3K
$484K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.26K- 3.6% |
$72.6K - $78.4K
|
33.7K
$1.96M
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.28K- 5.28% |
$73.9K - $79.8K
|
23K
$1.34M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.29K- 4.45% |
$74.4K - $80.3K
|
27.7K
$1.61M
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 7.53% |
$74.7K - $80.6K
|
15.9K
$927K
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.4K- 10.88% |
$80.5K - $86.9K
|
11.4K
$666K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.4K- 6.58% |
$80.9K - $87.3K
|
19.9K
$1.16M
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.49K- 80.24% |
$85.8K - $92.6K
|
366
$21.3K
|
|
Oct 05, 2022
Q3 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.53K- 0.77% |
$88.2K - $95.2K
|
196K
$11.4M
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.55K- 31.76% |
$89.5K - $96.7K
|
3.33K
$194K
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.65K- 16.13% |
$95.2K - $103K
|
8.58K
$500K
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.71K- 9.85% |
$98.5K - $106K
|
15.6K
$910K
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.71K- 9.85% |
$98.5K - $106K
|
15.6K
$910K
|