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 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
2.93K+ 8.56% |
$167K - $173K
|
37.1K
$2.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.74K+ 48.53% |
$156K - $162K
|
8.38K
$487K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.69K+ 23.75% |
$153K - $159K
|
14K
$816K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.68K+ 14.47% |
$152K - $158K
|
21.2K
$1.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
2.59K+ 6.66% |
$147K - $153K
|
41.5K
$2.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.51K+ 89.34% |
$143K - $148K
|
5.31K
$309K
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
2.49K+ 4.28% |
$142K - $147K
|
60.8K
$3.54M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.48K+ 21.85% |
$141K - $147K
|
13.8K
$804K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.46K+ 65.03% |
$140K - $145K
|
6.24K
$363K
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
BUY
|
- |
2.46K+ 7.51% |
$140K - $145K
|
35.2K
$2.04M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.42K+ 8.78% |
$138K - $143K
|
30K
$1.75M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
2.35K+ 6.81% |
$134K - $139K
|
36.8K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
2.24K+ 3.13% |
$128K - $132K
|
73.8K
$4.29M
|
|
|
Oct 27, 2023
Q3 2023
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
2.15K+ 1.24% |
$122K - $127K
|
176K
$10.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
2.07KNew |
$118K - $122K
|
2.07K
$120K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.05KNew |
$116K - $121K
|
2.05K
$119K
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
2.03K+ 32.92% |
$115K - $120K
|
8.18K
$475K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.02K+ 2.87% |
$115K - $119K
|
72.2K
$4.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.01K+ 8.33% |
$114K - $118K
|
26.1K
$1.52M
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
1.97K+ 3.44% |
$112K - $117K
|
59.3K
$3.45M
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.97K+ 0.77% |
$112K - $117K
|
258K
$15M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
1.97K+ 23.52% |
$112K - $116K
|
10.3K
$600K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.96K+ 0.41% |
$111K - $116K
|
484K
$28.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
1.92K+ 0.48% |
$109K - $114K
|
404K
$23.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.9K+ 80.95% |
$108K - $112K
|
4.25K
$247K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.84K+ 8.37% |
$105K - $109K
|
23.9K
$1.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.82K+ 17.9% |
$104K - $108K
|
12K
$699K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.8K+ 281.53% |
$102K - $106K
|
2.44K
$142K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.78K+ 32.2% |
$102K - $105K
|
7.33K
$426K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.75KNew |
$99.5K - $103K
|
1.75K
$102K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.74K+ 1.42% |
$98.9K - $103K
|
124K
$7.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.69K+ 18.37% |
$96.3K - $99.9K
|
10.9K
$634K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.66KNew |
$94.3K - $97.8K
|
1.66K
$96.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.65K+ 1272.31% |
$94.2K - $97.7K
|
1.78K
$104K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.62KNew |
$92.4K - $95.8K
|
1.62K
$94.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.6K+ 2.97% |
$91.3K - $94.7K
|
55.6K
$3.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.57KNew |
$89.2K - $92.5K
|
1.57K
$91.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1.42K+ 1.4% |
$80.8K - $83.9K
|
103K
$5.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
1.37KNew |
$78K - $80.9K
|
1.37K
$79.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.36K+ 7.25% |
$77.7K - $80.5K
|
20.2K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.36K+ 1.91% |
$77.6K - $80.5K
|
72.8K
$4.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
1.36K+ 2.29% |
$77.3K - $80.1K
|
60.6K
$3.53M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.34K+ 3.26% |
$76.2K - $79K
|
42.3K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.31KNew |
$74.5K - $77.3K
|
1.31K
$76.1K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.31KNew |
$74.5K - $77.3K
|
1.31K
$76.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
1.31K+ 6.01% |
$74.3K - $77.1K
|
23K
$1.34M
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.3K+ 22.43% |
$73.8K - $76.5K
|
7.07K
$411K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.18K+ 3.35% |
$66.9K - $69.4K
|
36.2K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.17K+ 59.69% |
$66.8K - $69.3K
|
3.14K
$182K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.17K+ 12.61% |
$66.7K - $69.1K
|
10.5K
$608K
|