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 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.12K+ 16.04% |
$63.8K - $66.1K
|
8.1K
$471K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.1K+ 17.65% |
$62.7K - $65.1K
|
7.35K
$427K
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.09K+ 18.33% |
$62.2K - $64.5K
|
7.06K
$410K
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.07K+ 0.79% |
$60.8K - $63.1K
|
137K
$7.95M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.07K+ 23.42% |
$60.7K - $62.9K
|
5.62K
$327K
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.04K+ 23.1% |
$58.9K - $61.1K
|
5.52K
$321K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
983New |
$56K - $58K
|
983
$57.2K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
944+ 3.64% |
$53.7K - $55.7K
|
26.9K
$1.56M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
880+ 6.41% |
$50.1K - $52K
|
14.6K
$849K
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
863+ 1.49% |
$49.1K - $51K
|
58.8K
$3.42M
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
850+ 1.83% |
$48.4K - $50.2K
|
47.3K
$2.75M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
847+ 4.19% |
$48.2K - $50K
|
21K
$1.22M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
835New |
$47.5K - $49.3K
|
835
$48.6K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
830New |
$47.3K - $49K
|
830
$48.3K
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
804+ 15.99% |
$45.8K - $47.5K
|
5.83K
$339K
|
|
Oct 25, 2023
Q3 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
780+ 10.76% |
$44.4K - $46.1K
|
8.03K
$467K
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
746+ 44.48% |
$42.5K - $44.1K
|
2.42K
$141K
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
BUY
|
- |
735+ 0.87% |
$41.8K - $43.4K
|
85.6K
$4.98M
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
693+ 8.73% |
$39.5K - $40.9K
|
8.63K
$502K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
674New |
$38.4K - $39.8K
|
674
$39.2K
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
631+ 5.56% |
$35.9K - $37.3K
|
12K
$696K
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
616+ 10.91% |
$35.1K - $36.4K
|
6.26K
$364K
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
585+ 0.81% |
$33.3K - $34.5K
|
72.6K
$4.22M
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
560+ 91.5% |
$31.9K - $33.1K
|
1.17K
$68.2K
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
538+ 6.84% |
$30.6K - $31.8K
|
8.4K
$489K
|
|
Oct 13, 2023
Q3 2023
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
535+ 0.32% |
$30.5K - $31.6K
|
167K
$9.73M
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
527New |
$30K - $31.1K
|
527
$30.6K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
500+ 105.49% |
$28.5K - $29.5K
|
974
$56.6K
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
494+ 7.68% |
$28.1K - $29.2K
|
6.93K
$403K
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
483+ 8.34% |
$27.5K - $28.5K
|
6.28K
$365K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
460+ 1.68% |
$26.2K - $27.2K
|
27.8K
$1.62M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
456+ 52.17% |
$26K - $26.9K
|
1.33K
$77.3K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
423New |
$24.1K - $25K
|
423
$24.6K
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
380+ 7.71% |
$21.6K - $22.4K
|
5.31K
$309K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
350+ 35000.0% |
$19.9K - $20.7K
|
351
$20.4K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
340+ 19.2% |
$19.4K - $20.1K
|
2.11K
$123K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
325+ 22.41% |
$18.5K - $19.2K
|
1.78K
$103K
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
BUY
|
- |
313New |
$17.8K - $18.5K
|
313
$18.2K
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
305+ 0.28% |
$17.4K - $18K
|
108K
$6.27M
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
295New |
$16.8K - $17.4K
|
295
$17.2K
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
293+ 0.57% |
$16.7K - $17.3K
|
52.1K
$3.03M
|
|
Oct 10, 2023
Q3 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
274+ 0.2% |
$15.6K - $16.2K
|
134K
$7.81M
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
258+ 0.9% |
$14.7K - $15.2K
|
28.9K
$1.68M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
254+ 33.12% |
$14.5K - $15K
|
1.02K
$59.4K
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
204+ 4.51% |
$11.6K - $12K
|
4.72K
$275K
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
200+ 10.89% |
$11.4K - $11.8K
|
2.04K
$118K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
197+ 24.32% |
$11.2K - $11.6K
|
1.01K
$58.6K
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
185+ 0.17% |
$10.5K - $10.9K
|
106K
$6.18M
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
180+ 2.71% |
$10.2K - $10.6K
|
6.81K
$396K
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
173+ 0.83% |
$9.85K - $10.2K
|
21.1K
$1.23M
|