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 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1.7K- 9.13% |
$96.6K - $100K
|
16.9K
$982K
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-1.82K- 2.51% |
$103K - $107K
|
70.4K
$4.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.84K- 93.88% |
$105K - $109K
|
120
$6.98K
|
|
|
Dec 02, 2024
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-1.91K- 29.65% |
$109K - $113K
|
4.52K
$263K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.91K- 16.81% |
$109K - $113K
|
9.45K
$550K
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.03K- 0.65% |
$116K - $120K
|
310K
$18.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.05K- 22.13% |
$117K - $121K
|
7.22K
$420K
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-2.06K- 9.98% |
$117K - $122K
|
18.6K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.17K- 3.23% |
$123K - $128K
|
65K
$3.78M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.29K- 2.82% |
$130K - $135K
|
78.9K
$4.59M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.32K- 8.51% |
$132K - $137K
|
25K
$1.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.32K- 25.71% |
$132K - $137K
|
6.72K
$391K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.49K- 4.74% |
$142K - $147K
|
50.1K
$2.91M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.6K- 3.0% |
$148K - $153K
|
83.9K
$4.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.71K- 13.41% |
$154K - $160K
|
17.5K
$1.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.84K- 34.48% |
$162K - $168K
|
5.39K
$314K
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-2.86K- 37.3% |
$163K - $169K
|
4.81K
$280K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.88K- 30.42% |
$164K - $170K
|
6.59K
$383K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-3.01K- 10.0% |
$171K - $178K
|
27.1K
$1.58M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.09K- 43.55% |
$176K - $182K
|
4K
$233K
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-3.17K- 3.2% |
$180K - $187K
|
95.8K
$5.57M
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-3.23K- 25.2% |
$184K - $190K
|
9.58K
$557K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.25K- 39.89% |
$185K - $192K
|
4.9K
$285K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.4K- 2.06% |
$194K - $201K
|
161K
$9.39M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
SELL
|
- |
-3.46K- 28.35% |
$197K - $205K
|
8.76K
$509K
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-3.53K- 11.96% |
$201K - $208K
|
26K
$1.51M
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-3.58K- 2.35% |
$204K - $211K
|
149K
$8.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.66K- 2.41% |
$208K - $216K
|
148K
$8.61M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-3.79KClosed |
$216K - $224K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-4.7K- 44.04% |
$267K - $277K
|
5.97K
$347K
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
SELL
|
- |
-4.75K- 16.59% |
$270K - $280K
|
23.9K
$1.39M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.78K- 36.37% |
$272K - $282K
|
8.36K
$486K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.78K- 10.01% |
$272K - $282K
|
43K
$2.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.8K- 16.96% |
$273K - $284K
|
23.5K
$1.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.97K- 6.73% |
$283K - $294K
|
68.9K
$4.01M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.04K- 50.59% |
$287K - $298K
|
4.92K
$286K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.05K- 47.9% |
$288K - $298K
|
5.49K
$319K
|
|
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-5.33K- 2.85% |
$303K - $315K
|
182K
$10.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-5.42K- 4.86% |
$309K - $320K
|
106K
$6.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-5.72K- 12.48% |
$326K - $338K
|
40.1K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-5.88K- 7.19% |
$335K - $347K
|
75.8K
$4.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-5.93K- 1.17% |
$337K - $350K
|
502K
$29.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-6.21K- 25.28% |
$353K - $367K
|
18.3K
$1.07M
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-6.81K- 11.45% |
$387K - $402K
|
52.6K
$3.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-7.38K- 31.82% |
$420K - $436K
|
15.8K
$920K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-7.4K- 34.84% |
$421K - $437K
|
13.8K
$805K
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-8.43K- 5.49% |
$480K - $498K
|
145K
$8.44M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.92K- 32.52% |
$508K - $527K
|
18.5K
$1.08M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-9.01K- 24.95% |
$513K - $532K
|
27.1K
$1.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-9.16KClosed |
$521K - $541K
|
0
$0
|