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 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-77- 0.06% |
$4.38K - $4.55K
|
130K
$7.58M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-95- 11.73% |
$5.41K - $5.61K
|
715
$41.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-95- 11.73% |
$5.41K - $5.61K
|
715
$41.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-115- 78.23% |
$6.55K - $6.79K
|
32
$1.86K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-117- 0.53% |
$6.66K - $6.91K
|
21.8K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-129- 1.02% |
$7.34K - $7.62K
|
12.5K
$726K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-131- 1.56% |
$7.46K - $7.74K
|
8.29K
$482K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-132- 2.08% |
$7.51K - $7.79K
|
6.22K
$362K
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-138- 11.18% |
$7.86K - $8.15K
|
1.1K
$63.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-138- 1.87% |
$7.86K - $8.15K
|
7.22K
$420K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-160- 52.12% |
$9.11K - $9.45K
|
147
$8.55K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-162- 1.21% |
$9.22K - $9.57K
|
13.2K
$767K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-174- 0.43% |
$9.91K - $10.3K
|
40.6K
$2.36M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-193- 10.3% |
$11K - $11.4K
|
1.68K
$97.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-201- 4.73% |
$11.4K - $11.9K
|
4.05K
$235K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-201- 0.58% |
$11.4K - $11.9K
|
34.2K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-216- 10.3% |
$12.3K - $12.8K
|
1.88K
$109K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-217- 3.46% |
$12.4K - $12.8K
|
6.06K
$352K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-229- 5.02% |
$13K - $13.5K
|
4.33K
$252K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-248- 3.83% |
$14.1K - $14.6K
|
6.23K
$362K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-286- 10.59% |
$16.3K - $16.9K
|
2.42K
$140K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-299- 0.45% |
$17K - $17.7K
|
65.5K
$3.81M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-300- 4.25% |
$17.1K - $17.7K
|
6.76K
$393K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-300- 1.88% |
$17.1K - $17.7K
|
15.7K
$910K
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-331- 2.09% |
$18.8K - $19.5K
|
15.5K
$903K
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
SELL
|
- |
-335- 3.19% |
$19.1K - $19.8K
|
10.2K
$591K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-370- 3.44% |
$21.1K - $21.8K
|
10.4K
$604K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-474- 81.58% |
$27K - $28K
|
107
$6.22K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-492- 9.91% |
$28K - $29.1K
|
4.48K
$260K
|
|
|
Oct 18, 2023
Q3 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-515- 2.05% |
$29.3K - $30.4K
|
24.6K
$1.43M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-521- 2.04% |
$29.7K - $30.8K
|
25K
$1.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-552- 8.38% |
$31.4K - $32.6K
|
6.04K
$351K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-613- 11.1% |
$34.9K - $36.2K
|
4.91K
$285K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-650- 14.39% |
$37K - $38.4K
|
3.87K
$225K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-693- 6.14% |
$39.5K - $40.9K
|
10.6K
$616K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-717- 12.1% |
$40.8K - $42.3K
|
5.21K
$303K
|
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-747- 2.2% |
$42.5K - $44.1K
|
33.2K
$1.93M
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-797Closed |
$45.4K - $47.1K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-814- 34.88% |
$46.3K - $48.1K
|
1.52K
$88.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-815- 6.23% |
$46.4K - $48.1K
|
12.3K
$713K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-866- 10.34% |
$49.3K - $51.1K
|
7.51K
$437K
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-954- 1.34% |
$54.3K - $56.3K
|
70.5K
$4.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1K- 12.2% |
$56.9K - $59.1K
|
7.2K
$419K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.02K- 5.18% |
$57.9K - $60.1K
|
18.6K
$1.08M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.04K- 6.66% |
$59K - $61.2K
|
14.5K
$844K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.23K- 13.25% |
$69.9K - $72.5K
|
8.04K
$468K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.25K- 4.92% |
$71.1K - $73.8K
|
24.1K
$1.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-1.33K- 2.06% |
$75.7K - $78.5K
|
63.2K
$3.68M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-1.41K- 95.52% |
$80.2K - $83.1K
|
66
$3.84K
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
SELL
|
- |
-1.48K- 6.63% |
$84K - $87.1K
|
20.8K
$1.21M
|