Purchases and Sales Made in Q3 2023 in Vanguard Intermediate Term Tre (VGIT)

VGIT Quotes by TradingView

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
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
166
+ 0.43%
$9.45K - $9.8K
38.9K $2.26M
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
134
New
$7.63K - $7.91K
134 $7.79K
Oct 20, 2023 Q3 2023
Avion Wealth

The Woodlands, TX
BUY
 -
128
+ 9.24%
$7.29K - $7.56K
1.51K $88K
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
118
+ 12.18%
$6.72K - $6.97K
1.09K $63.2K
Nov 03, 2023 Q3 2023
Latitude Advisors, LLC

BUY
 -
107
+ 2.45%
$6.09K - $6.32K
4.47K $260K
Nov 13, 2023 Q3 2023
Cadence Bank

Tupelo, MS
BUY
 -
98
+ 1.37%
$5.58K - $5.79K
7.26K $422K
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
94
+ 75.2%
$5.35K - $5.55K
219 $12.7K
Nov 14, 2023 Q3 2023
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
90
New
$5.12K - $5.31K
90 $5.23K
Nov 14, 2023 Q3 2023
Wit, LLC

District Of Columbia, DC
BUY
 -
89
New
$5.07K - $5.26K
89 $5.18K
Nov 08, 2023 Q3 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
87
+ 1.58%
$4.95K - $5.14K
5.6K $326K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
80
+ 2.26%
$4.55K - $4.72K
3.62K $211K
Nov 15, 2023 Q3 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
72
+ 1.06%
$4.1K - $4.25K
6.85K $398K
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
66
+ 0.54%
$3.76K - $3.9K
12.4K $720K
Oct 19, 2023 Q3 2023
Aries Wealth Management

BUY
 -
60
+ 1.08%
$3.42K - $3.54K
5.63K $327K
Nov 14, 2023 Q3 2023
Roger Wittlin Investment Advisory, LLC

BUY
 -
54
+ 0.68%
$3.07K - $3.19K
7.99K $465K
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
47
New
$2.68K - $2.78K
47 $2.73K
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
44
New
$2.5K - $2.6K
44 $2.56K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
32
+ 0.77%
$1.82K - $1.89K
4.18K $243K
Nov 09, 2023 Q3 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
29
New
$1.65K - $1.71K
29 $1.69K
Oct 10, 2023 Q3 2023
Tsfg, LLC

BUY
 -
28
New
$1.59K - $1.65K
28 $1.63K
Nov 01, 2023 Q3 2023
Key F Inancial Inc

BUY
 -
26
New
$1.48K - $1.54K
26 $1.51K
Aug 28, 2024 Q3 2023
Peterson Financial Group, Inc.

BUY
 -
23
+ 0.37%
$1.31K - $1.36K
6.32K $367K
Nov 06, 2023 Q3 2023
Retirement Group, LLC

BUY
 -
23
+ 0.67%
$1.31K - $1.36K
3.46K $201K
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
14
+ 0.39%
$797 - $827
3.6K $209K
Nov 07, 2023 Q3 2023
Plante Moran Financial Advisors, LLC

BUY
 -
13
New
$740 - $768
13 $756
Oct 11, 2023 Q3 2023
Perkins Coie Trust CO

BUY
 -
12
New
$683 - $709
12 $698
Nov 15, 2023 Q3 2023
Orion Capital Management LLC

BUY
 -
4
New
$228 - $236
4 $233
Oct 30, 2023 Q3 2023
Tradewinds Capital Management, LLC

BUY
 -
4
New
$228 - $236
4 $233
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
4
+ 0.71%
$228 - $236
569 $33.1K
May 28, 2024 Q3 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
2
+ 0.04%
$114 - $118
5.31K $309K
Nov 06, 2023 Q3 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
1
+ 0.75%
$56.9 - $59.1
135 $7.85K
Oct 18, 2023 Q3 2023
High Mark Wealth Management LLC

BUY
 -
1
+ 1.85%
$56.9 - $59.1
55 $3.2K
Oct 13, 2023 Q3 2023
Summit Global Investments

Bountiful, UT
BUY
 -
1
+ 0.01%
$56.9 - $59.1
7.23K $420K
Oct 30, 2023 Q3 2023
Strengthening Families & Communities, LLC

BUY
 -
1
+ 0.41%
$56.9 - $59.1
242 $14.1K
Oct 30, 2023 Q3 2023
Lauterbach Financial Advisors, LLC

BUY
 -
1
+ 0.01%
$56.9 - $59.1
10.7K $620K
Nov 13, 2023 Q3 2023
Coombe, Bender & CO LLC

SELL
 -
-4
- 0.02%
$228 - $236
21.8K $1.27M
Oct 30, 2023 Q3 2023
Stableford Capital Ii LLC

Scottsdale, AZ
SELL
 -
-4
- -0.0%
$228 - $236
81.6K $4.75M
Nov 13, 2023 Q3 2023
New Millennium Group LLC

Sandy, UT
SELL
 -
-7
- 30.43%
$399 - $413
16 $930
Oct 30, 2023 Q3 2023
Choate Investment Advisors

Boston, MA
SELL
 -
-15
- 0.88%
$854 - $886
1.69K $98.3K
Oct 31, 2023 Q3 2023
Fagan Associates, Inc.

SELL
 -
-17
- 0.06%
$968 - $1K
30.6K $1.78M
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
SELL
 -
-27
- 4.1%
$1.54K - $1.59K
632 $36.8K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-30
- 23.26%
$1.71K - $1.77K
99 $5.76K
Oct 16, 2023 Q3 2023
H&H Retirement Design & Management Inc

SELL
 -
-31
- 0.42%
$1.76K - $1.83K
7.3K $425K
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

SELL
 -
-34
- 2.12%
$1.94K - $2.01K
1.57K $91.3K
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-43
- 0.94%
$2.45K - $2.54K
4.55K $265K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

SELL
 -
-52
- 46.02%
$2.96K - $3.07K
61 $3.55K
Aug 08, 2024 Q3 2023
Abound Wealth Management

Franklin, TN
SELL
 -
-70
Closed
$3.99K - $4.13K
0 $0
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

SELL
 -
-72
- 1.46%
$4.1K - $4.25K
4.86K $282K
Oct 17, 2023 Q3 2023
Davenport & CO LLC

SELL
 -
-74
- 1.97%
$4.21K - $4.37K
3.69K $214K

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