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
|
Newport Capital Group, LLC
|
BUY
|
- |
18.6K+ 10.92% |
$1.06M - $1.1M
|
189K
$11M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18.5K+ 28.51% |
$1.05M - $1.09M
|
83.4K
$4.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
18.1K+ 4.84% |
$1.03M - $1.07M
|
391K
$22.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
18KNew |
$1.03M - $1.06M
|
18K
$1.05M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
16.9K+ 27.98% |
$960K - $996K
|
77.1K
$4.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
15.4KNew |
$875K - $907K
|
15.4K
$894K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
15.2KNew |
$867K - $900K
|
15.2K
$886K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.2K+ 134.81% |
$864K - $896K
|
26.4K
$1.54M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
15.1KNew |
$862K - $894K
|
15.1K
$880K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
15.1K+ 23.93% |
$860K - $892K
|
78.2K
$4.55M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
15K+ 26.62% |
$855K - $886K
|
71.4K
$4.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
15K+ 15.17% |
$852K - $883K
|
114K
$6.61M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
14.8K+ 3.08% |
$843K - $875K
|
496K
$28.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
14.1K+ 7.19% |
$800K - $830K
|
209K
$12.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13.6K+ 21.34% |
$776K - $805K
|
77.5K
$4.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
13.3KNew |
$757K - $785K
|
13.3K
$773K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
13.1K+ 2.23% |
$748K - $776K
|
603K
$35.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
12.9K+ 15.5% |
$737K - $764K
|
96.5K
$5.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.5K+ 2855.35% |
$714K - $740K
|
13K
$754K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
12.5K+ 831.65% |
$712K - $739K
|
14K
$815K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
12.4KNew |
$705K - $731K
|
12.4K
$720K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
12.2K+ 5.63% |
$693K - $719K
|
229K
$13.3M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
12.1KNew |
$686K - $712K
|
12.1K
$701K
|
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
11.9KNew |
$679K - $704K
|
11.9K
$693K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
11.4KNew |
$649K - $674K
|
11.4K
$663K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.1K+ 25.99% |
$630K - $653K
|
53.6K
$3.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
10.5K+ 0.68% |
$600K - $622K
|
1.57M
$91.3M
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
10.1K+ 95.73% |
$572K - $594K
|
20.6K
$1.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
9.79KNew |
$557K - $578K
|
9.79K
$569K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.66K+ 134.88% |
$550K - $570K
|
16.8K
$978K
|
|
|
Oct 20, 2023
Q3 2023
|
Whelan Financial
|
BUY
|
- |
9.31K+ 3.8% |
$530K - $550K
|
254K
$14.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.16K+ 2.48% |
$521K - $541K
|
378K
$22M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.99KNew |
$512K - $531K
|
8.99K
$523K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
8.77K+ 62.43% |
$499K - $518K
|
22.8K
$1.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
8.63K+ 10.12% |
$491K - $509K
|
93.9K
$5.46M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
8.57K+ 40.57% |
$488K - $506K
|
29.7K
$1.73M
|
|
|
Oct 19, 2023
Q3 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
8.33K+ 5.31% |
$474K - $492K
|
165K
$9.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.23KNew |
$468K - $486K
|
8.23K
$478K
|
|
|
Nov 14, 2024
Q3 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
8.09KNew |
$460K - $478K
|
8.09K
$470K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8.06K+ 21.59% |
$459K - $476K
|
45.4K
$2.64M
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
7.97K+ 14.28% |
$453K - $470K
|
63.7K
$3.71M
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
BUY
|
- |
7.91KNew |
$450K - $467K
|
7.91K
$460K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
7.85K+ 20.77% |
$447K - $463K
|
45.6K
$2.65M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
7.53K+ 0.73% |
$429K - $445K
|
1.04M
$60.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
7.41K+ 0.6% |
$422K - $437K
|
1.24M
$72.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
7.29KNew |
$415K - $431K
|
7.29K
$424K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7.14K+ 191.63% |
$406K - $422K
|
10.9K
$632K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
6.97K+ 186.03% |
$397K - $411K
|
10.7K
$623K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.9K+ 27.14% |
$393K - $407K
|
32.3K
$1.88M
|
|
|
Oct 30, 2023
Q3 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
6.88K+ 14.95% |
$392K - $406K
|
52.9K
$3.08M
|