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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.54K- 28.76% |
$543K - $563K
|
23.6K
$1.37M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-9.6K- 59.12% |
$547K - $567K
|
6.64K
$386K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-9.76K- 0.27% |
$556K - $576K
|
3.63M
$211M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-9.91K- 3.35% |
$564K - $585K
|
286K
$16.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-11.2K- 64.34% |
$639K - $663K
|
6.23K
$362K
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-11.3K- 72.83% |
$641K - $665K
|
4.2K
$244K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-11.3K- 76.62% |
$642K - $666K
|
3.44K
$200K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-12.5K- 25.84% |
$714K - $741K
|
36K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.8K- 29.51% |
$728K - $756K
|
30.6K
$1.78M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.1K- 3.56% |
$747K - $774K
|
356K
$20.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.9K- 6.64% |
$789K - $819K
|
195K
$11.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-14.6K- 4.79% |
$831K - $862K
|
290K
$16.9M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-14.9K- 4.8% |
$848K - $880K
|
295K
$17.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-16.4K- 69.61% |
$933K - $967K
|
7.15K
$416K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16.4K- 2.14% |
$935K - $970K
|
749K
$43.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-17.9K- 0.9% |
$1.02M - $1.06M
|
1.98M
$115M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-18.4K- 55.09% |
$1.04M - $1.08M
|
15K
$870K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.9K- 33.53% |
$1.08M - $1.12M
|
37.5K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-19.2K- 3.15% |
$1.09M - $1.14M
|
591K
$34.4M
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-19.7K- 3.85% |
$1.12M - $1.17M
|
493K
$28.6M
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-19.7K- 3.85% |
$1.12M - $1.17M
|
493K
$28.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-20.3K- 71.37% |
$1.16M - $1.2M
|
8.16K
$475K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-25.3K- 58.04% |
$1.44M - $1.49M
|
18.3K
$1.06M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-27.1K- 32.45% |
$1.54M - $1.6M
|
56.3K
$3.27M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-30.5K- 20.69% |
$1.73M - $1.8M
|
117K
$6.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-30.5K- 38.97% |
$1.74M - $1.8M
|
47.8K
$2.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-32.6K- 2.86% |
$1.85M - $1.92M
|
1.11M
$64.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-34.8K- 76.65% |
$1.98M - $2.06M
|
10.6K
$617K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-37.6K- 11.93% |
$2.14M - $2.22M
|
278K
$16.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-41.9K- 15.69% |
$2.39M - $2.48M
|
225K
$13.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-42.6K- 2.27% |
$2.43M - $2.52M
|
1.83M
$107M
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-45.4K- 26.86% |
$2.59M - $2.68M
|
124K
$7.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-54.1K- 1.26% |
$3.08M - $3.19M
|
4.23M
$246M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-56.1K- 10.68% |
$3.19M - $3.31M
|
469K
$27.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-57.6K- 9.78% |
$3.28M - $3.4M
|
532K
$30.9M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-59.7K- 34.16% |
$3.4M - $3.53M
|
115K
$6.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-65K- 56.47% |
$3.7M - $3.84M
|
50.1K
$2.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-66K- 20.28% |
$3.76M - $3.9M
|
259K
$15.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-67.3K- 79.78% |
$3.83M - $3.97M
|
17.1K
$992K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-71.4K- 40.73% |
$4.07M - $4.22M
|
104K
$6.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-72.7K- 29.26% |
$4.14M - $4.29M
|
176K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-78.8K- 39.4% |
$4.49M - $4.65M
|
121K
$7.05M
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-78.9K- 2.95% |
$4.49M - $4.66M
|
2.6M
$151M
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-97.7K- 69.0% |
$5.56M - $5.77M
|
43.9K
$2.55M
|
|
|
Nov 03, 2023
Q3 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-103K- 40.47% |
$5.89M - $6.11M
|
152K
$8.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-107K- 4.81% |
$6.11M - $6.33M
|
2.12M
$123M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-115K- 19.46% |
$6.53M - $6.77M
|
474K
$27.6M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-119K- 35.75% |
$6.8M - $7.06M
|
215K
$12.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-131K- 49.7% |
$7.48M - $7.75M
|
133K
$7.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-214K- 66.88% |
$12.2M - $12.7M
|
106K
$6.17M
|