Purchases and Sales Made in Q4 2021 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
2.93K+ 1.14% |
$195K - $199K
|
260K
$15.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.75K+ 3.3% |
$183K - $186K
|
86.1K
$5.02M
|
|
|
Jan 31, 2022
Q4 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.62K+ 30.91% |
$174K - $177K
|
11.1K
$647K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.39K+ 28.2% |
$159K - $162K
|
10.9K
$633K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.33K+ 46.34% |
$155K - $158K
|
7.35K
$429K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.27K+ 8.92% |
$151K - $154K
|
27.7K
$1.62M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.24KNew |
$148K - $151K
|
2.24K
$130K
|
|
|
Mar 31, 2022
Q4 2021
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.15K+ 51.08% |
$143K - $146K
|
6.37K
$371K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
2.13K+ 46.23% |
$141K - $144K
|
6.73K
$392K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.95K+ 21.0% |
$130K - $132K
|
11.2K
$656K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
1.79KNew |
$119K - $121K
|
1.79K
$105K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.78K+ 3.05% |
$118K - $120K
|
60.1K
$3.5M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.71KNew |
$114K - $116K
|
1.71K
$99.8K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.69K+ 19.72% |
$112K - $114K
|
10.3K
$597K
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
1.6K+ 22.59% |
$106K - $108K
|
8.7K
$507K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.54KNew |
$103K - $104K
|
1.54K
$90K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.46KNew |
$96.8K - $98.7K
|
1.46K
$85K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.46KNew |
$96.8K - $98.7K
|
1.46K
$85K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.39K+ 15.13% |
$92.5K - $94.3K
|
10.6K
$618K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.36K+ 2.3% |
$90.4K - $92.2K
|
60.7K
$3.54M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.34K+ 1.21% |
$89K - $90.8K
|
112K
$6.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.08K+ 7.55% |
$71.9K - $73.3K
|
15.4K
$899K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
998+ 23.78% |
$66.3K - $67.5K
|
5.19K
$303K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
996+ 10.92% |
$66.1K - $67.4K
|
10.1K
$590K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
993+ 4.25% |
$65.9K - $67.2K
|
24.4K
$1.42M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
979+ 1.1% |
$65K - $66.3K
|
90.1K
$5.25M
|
|
|
Jan 19, 2022
Q4 2021
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
975+ 0.48% |
$64.7K - $66K
|
203K
$11.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
922+ 1.11% |
$61.2K - $62.4K
|
83.8K
$4.88M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
884+ 4.9% |
$58.7K - $59.8K
|
18.9K
$1.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
881+ 15.23% |
$58.5K - $59.6K
|
6.66K
$388K
|
|
|
Jan 28, 2022
Q4 2021
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
842+ 0.39% |
$55.9K - $57K
|
217K
$12.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
831+ 8.52% |
$55.2K - $56.2K
|
10.6K
$617K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
804+ 56.46% |
$53.4K - $54.4K
|
2.23K
$130K
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
802New |
$53.3K - $54.3K
|
802
$46.7K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
720+ 1.1% |
$47.8K - $48.7K
|
66.2K
$3.86M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
702New |
$46.6K - $47.5K
|
702
$40.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
701+ 2.22% |
$46.5K - $47.4K
|
32.2K
$1.88M
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
643+ 29.13% |
$42.7K - $43.5K
|
2.85K
$166K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
642+ 9.43% |
$42.6K - $43.5K
|
7.45K
$434K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
634+ 26.51% |
$42.1K - $42.9K
|
3.03K
$176K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
615+ 19.76% |
$40.8K - $41.6K
|
3.73K
$217K
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
591+ 7.08% |
$39.2K - $40K
|
8.94K
$521K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
550New |
$36.5K - $37.2K
|
550
$32.1K
|
|
|
Aug 22, 2024
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
528+ 6.99% |
$35.1K - $35.7K
|
8.08K
$471K
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
498+ 1778.57% |
$33.1K - $33.7K
|
526
$30.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
447New |
$29.7K - $30.3K
|
447
$26.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
403+ 13.36% |
$26.8K - $27.3K
|
3.42K
$199K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
382New |
$25.4K - $25.9K
|
382
$22.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
345+ 7.89% |
$22.9K - $23.3K
|
4.72K
$275K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
334+ 5.61% |
$22.2K - $22.6K
|
6.28K
$366K
|