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 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
6.79K+ 5.8% |
$387K - $401K
|
124K
$7.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
6.51KNew |
$370K - $384K
|
6.51K
$378K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.44K+ 5.29% |
$367K - $380K
|
128K
$7.45M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
6.28K+ 8.27% |
$357K - $371K
|
82.2K
$4.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
6.24K+ 46.35% |
$355K - $369K
|
19.7K
$1.15M
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
6.13K+ 3.87% |
$349K - $362K
|
164K
$9.56M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.96KNew |
$339K - $352K
|
5.96K
$346K
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.89K+ 0.9% |
$335K - $348K
|
663K
$38.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.89KNew |
$335K - $348K
|
5.89K
$343K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.72KNew |
$326K - $338K
|
5.72K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5.65K+ 74.64% |
$321K - $333K
|
13.2K
$768K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.57K+ 0.87% |
$317K - $329K
|
644K
$37.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
5.55KNew |
$316K - $328K
|
5.55K
$323K
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.49K+ 21.04% |
$312K - $324K
|
31.6K
$1.84M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
5.32K+ 53.89% |
$303K - $314K
|
15.2K
$883K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5.23KNew |
$298K - $309K
|
5.23K
$304K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.23K+ 25.28% |
$297K - $309K
|
25.9K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.12KNew |
$291K - $302K
|
5.12K
$298K
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
5.11KNew |
$291K - $302K
|
5.11K
$297K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
5.02KNew |
$286K - $296K
|
5.02K
$292K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.91K+ 2.24% |
$280K - $290K
|
224K
$13M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4.91K+ 13.03% |
$279K - $290K
|
42.5K
$2.47M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.85K+ 180.4% |
$276K - $286K
|
7.54K
$438K
|
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
4.69KNew |
$267K - $277K
|
4.69K
$273K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
4.64K+ 2.87% |
$264K - $274K
|
166K
$9.68M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
4.45K+ 2.25% |
$253K - $263K
|
202K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.39K+ 25.71% |
$250K - $259K
|
21.5K
$1.25M
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.31KNew |
$245K - $255K
|
4.31K
$251K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
4.27K+ 2.27% |
$243K - $252K
|
192K
$11.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.24K+ 43.61% |
$241K - $250K
|
14K
$811K
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
4.18K+ 9.03% |
$238K - $247K
|
50.4K
$2.93M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
4.17K+ 28.47% |
$238K - $246K
|
18.8K
$1.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.13K+ 47.79% |
$235K - $244K
|
12.8K
$743K
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
3.86KNew |
$220K - $228K
|
3.86K
$224K
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
3.85K+ 53.93% |
$219K - $227K
|
11K
$638K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.74KNew |
$213K - $221K
|
3.74K
$218K
|
|
|
Nov 02, 2023
Q3 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
3.74K+ 21.98% |
$213K - $221K
|
20.7K
$1.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3.65KNew |
$208K - $215K
|
3.65K
$212K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3.63KNew |
$207K - $214K
|
3.63K
$211K
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.55KNew |
$202K - $210K
|
3.55K
$206K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.55KNew |
$202K - $209K
|
3.55K
$206K
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
3.44K+ 3.37% |
$196K - $203K
|
105K
$6.13M
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
3.3K+ 5.09% |
$188K - $195K
|
68K
$3.95M
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.29K+ 4.17% |
$187K - $194K
|
82.3K
$4.78M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.25K+ 1.12% |
$185K - $192K
|
293K
$17M
|
|
|
Oct 18, 2023
Q3 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3.22K+ 2.52% |
$183K - $190K
|
131K
$7.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.16K+ 7.79% |
$180K - $187K
|
43.8K
$2.55M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayport, LLC
|
BUY
|
- |
3.1K+ 4.39% |
$176K - $183K
|
73.6K
$4.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
3.04K+ 2.68% |
$173K - $180K
|
117K
$6.78M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3KNew |
$171K - $177K
|
3K
$175K
|