Purchases and Sales Made in Q3 2023 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q3 2023. 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 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
8.51MNew |
$485M - $503M
|
8.51M
$495M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.94M+ 116.18% |
$452M - $469M
|
14.8M
$858M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.13M+ 33.55% |
$292M - $303M
|
20.4M
$1.19B
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.15M+ 33.46% |
$236M - $245M
|
16.6M
$962M
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
3.16M+ 186274.31% |
$180M - $187M
|
3.16M
$184M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.33M+ 17699.0% |
$133M - $138M
|
2.35M
$136M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.32M+ 500.69% |
$75M - $77.8M
|
1.58M
$91.8M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
753K+ 90.97% |
$42.8M - $44.4M
|
1.58M
$91.8M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
685K+ 9.95% |
$39M - $40.5M
|
7.57M
$440M
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
656KNew |
$37.3M - $38.7M
|
656K
$38.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
543KNew |
$30.9M - $32.1M
|
543K
$31.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
518KNew |
$29.5M - $30.6M
|
518K
$30.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
513K+ 64304.89% |
$29.2M - $30.3M
|
514K
$29.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
472K+ 255.79% |
$26.9M - $27.9M
|
657K
$38.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
421K+ 6507.25% |
$24M - $24.8M
|
427K
$24.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
419K+ 149.56% |
$23.8M - $24.7M
|
698K
$40.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
379K+ 8.77% |
$21.6M - $22.4M
|
4.7M
$273M
|
|
|
Nov 01, 2023
Q3 2023
|
Investment Management Associates Inc
|
BUY
|
- |
296KNew |
$16.9M - $17.5M
|
296K
$17.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
291KNew |
$16.6M - $17.2M
|
291K
$16.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Rainwater Charitable Foundation
|
BUY
|
- |
280KNew |
$15.9M - $16.5M
|
280K
$16.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
277K+ 10.74% |
$15.8M - $16.4M
|
2.86M
$166M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
269K+ 1103.79% |
$15.3M - $15.9M
|
293K
$17M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
250K+ 3.56% |
$14.3M - $14.8M
|
7.28M
$423M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
250K+ 337.99% |
$14.2M - $14.8M
|
324K
$18.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
209K+ 6.42% |
$11.9M - $12.3M
|
3.46M
$201M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
204K+ 38.16% |
$11.6M - $12.1M
|
739K
$42.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
176KNew |
$10M - $10.4M
|
176K
$10.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
153K+ 4.72% |
$8.72M - $9.05M
|
3.4M
$197M
|
|
|
Oct 30, 2023
Q3 2023
|
Libra Wealth LLC
|
BUY
|
- |
151K+ 29.75% |
$8.6M - $8.92M
|
659K
$38.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
149K+ 184.2% |
$8.49M - $8.81M
|
230K
$13.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
148K+ 7.78% |
$8.42M - $8.73M
|
2.05M
$119M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
141K+ 182.16% |
$8.03M - $8.32M
|
218K
$12.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
136KNew |
$7.72M - $8M
|
136K
$7.87M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
135K+ 164.97% |
$7.66M - $7.95M
|
216K
$12.6M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
121K+ 32.37% |
$6.88M - $7.14M
|
494K
$28.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
118K+ 35.93% |
$6.74M - $6.99M
|
448K
$26M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
118K+ 34.83% |
$6.73M - $6.98M
|
457K
$26.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
115KNew |
$6.56M - $6.8M
|
115K
$6.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
113K+ 36.83% |
$6.43M - $6.67M
|
420K
$24.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
109K+ 6.42% |
$6.23M - $6.47M
|
1.82M
$105M
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
105KNew |
$5.97M - $6.2M
|
105K
$6.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
97.7K+ 4.3% |
$5.56M - $5.77M
|
2.37M
$138M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
96.2KNew |
$5.47M - $5.68M
|
96.2K
$5.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
95KNew |
$5.41M - $5.61M
|
95K
$5.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
91K+ 44.2% |
$5.18M - $5.38M
|
297K
$17.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
87.1KNew |
$4.96M - $5.14M
|
87.1K
$5.06M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
77.1K+ 395.34% |
$4.39M - $4.55M
|
96.6K
$5.61M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
74.4K+ 10.28% |
$4.24M - $4.4M
|
799K
$46.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
70K+ 90.14% |
$3.98M - $4.13M
|
148K
$8.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
68.7K+ 11.34% |
$3.91M - $4.06M
|
675K
$39.2M
|