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 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
60.7K+ 51.65% |
$3.45M - $3.58M
|
178K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.6K+ 2.43% |
$3.45M - $3.58M
|
2.56M
$149M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
59.6KNew |
$3.39M - $3.52M
|
59.6K
$3.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
58.9K+ 108.51% |
$3.35M - $3.48M
|
113K
$6.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
53.7KNew |
$3.06M - $3.17M
|
53.7K
$3.12M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
53.1K+ 59.44% |
$3.02M - $3.14M
|
142K
$8.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
52.5KNew |
$2.99M - $3.1M
|
52.5K
$3.05M
|
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
50.3KNew |
$2.86M - $2.97M
|
50.3K
$2.93M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
50.2K+ 4.4% |
$2.86M - $2.96M
|
1.19M
$69.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
47K+ 15.47% |
$2.68M - $2.78M
|
351K
$20.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
46.5K+ 5.38% |
$2.65M - $2.75M
|
911K
$53M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
46.5K+ 160.26% |
$2.65M - $2.74M
|
75.5K
$4.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
45.5K+ 4.06% |
$2.59M - $2.69M
|
1.17M
$67.8M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
45.1K+ 15.71% |
$2.57M - $2.67M
|
333K
$19.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
41.3K+ 15.2% |
$2.35M - $2.44M
|
313K
$18.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40.5KNew |
$2.31M - $2.39M
|
40.5K
$2.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
40.3K+ 16.31% |
$2.3M - $2.38M
|
288K
$16.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
39.3KNew |
$2.24M - $2.32M
|
39.3K
$2.29M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38.5K+ 3.13% |
$2.19M - $2.27M
|
1.27M
$73.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
36.1K+ 22.64% |
$2.05M - $2.13M
|
195K
$11.4M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
34.4K+ 933.8% |
$1.96M - $2.03M
|
38K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Lakewood Capital Management, LP
New York, NY |
BUY
|
- |
34K+ 8.92% |
$1.94M - $2.01M
|
415K
$24.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
33.8K+ 55.83% |
$1.93M - $2M
|
94.4K
$5.49M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
33.2K+ 11.99% |
$1.89M - $1.96M
|
310K
$18M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
32.2K+ 3.71% |
$1.83M - $1.9M
|
899K
$52.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
31.8K+ 7.39% |
$1.81M - $1.88M
|
462K
$26.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
30.6K+ 274.24% |
$1.74M - $1.81M
|
41.8K
$2.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
30.6K+ 15.77% |
$1.74M - $1.81M
|
225K
$13.1M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
30.5K+ 41.57% |
$1.74M - $1.8M
|
104K
$6.04M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
BUY
|
- |
30.4KNew |
$1.73M - $1.8M
|
30.4K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.4K+ 8.73% |
$1.73M - $1.79M
|
378K
$22M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
29.2K+ 57.0% |
$1.66M - $1.72M
|
80.4K
$4.67M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
29.1KNew |
$1.66M - $1.72M
|
29.1K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28.4K+ 15.53% |
$1.62M - $1.68M
|
212K
$12.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
26.4KNew |
$1.5M - $1.56M
|
26.4K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
26.2K+ 20.31% |
$1.49M - $1.55M
|
155K
$9.03M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
25.6K+ 41.52% |
$1.46M - $1.51M
|
87.2K
$5.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
25K+ 294.47% |
$1.43M - $1.48M
|
33.5K
$1.95M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
24.6KNew |
$1.4M - $1.45M
|
24.6K
$1.43M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
23.9K+ 18.71% |
$1.36M - $1.41M
|
152K
$8.83M
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
23.9K+ 4.21% |
$1.36M - $1.41M
|
592K
$34.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
23.1K+ 2.51% |
$1.31M - $1.36M
|
944K
$54.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
21.5KNew |
$1.22M - $1.27M
|
21.5K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.8K+ 5.96% |
$1.18M - $1.23M
|
370K
$21.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
20.7K+ 97.75% |
$1.18M - $1.22M
|
42K
$2.44M
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
20.6K+ 6.63% |
$1.17M - $1.22M
|
331K
$19.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
19.9K+ 2.06% |
$1.13M - $1.18M
|
986K
$57.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
19.9KNew |
$1.13M - $1.17M
|
19.9K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
BUY
|
- |
19.5K+ 233.58% |
$1.11M - $1.15M
|
27.8K
$1.62M
|
|
|
Oct 27, 2023
Q3 2023
|
Brickley Wealth Management
|
BUY
|
- |
18.9K+ 20.18% |
$1.08M - $1.12M
|
113K
$6.54M
|