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 |
---|---|---|---|---|---|---|---|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-38- 1.21% |
$2.52K - $2.57K
|
3.1K
$181K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-38Closed |
$2.52K - $2.57K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-40Closed |
$2.66K - $2.71K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-45- 3.8% |
$2.99K - $3.05K
|
1.14K
$66.3K
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-74- 0.81% |
$4.91K - $5.01K
|
9.06K
$528K
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
SELL
|
- |
-75- 1.98% |
$4.98K - $5.08K
|
3.72K
$217K
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-96- 10.45% |
$6.37K - $6.5K
|
823
$48K
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-100- 36.36% |
$6.64K - $6.77K
|
175
$10.2K
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-109Closed |
$7.24K - $7.38K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-116- 1.9% |
$7.7K - $7.85K
|
6K
$350K
|
|
Feb 10, 2022
Q4 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-125- 2.39% |
$8.3K - $8.46K
|
5.11K
$298K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-129Closed |
$8.57K - $8.73K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-148Closed |
$9.83K - $10K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-177- 0.5% |
$11.8K - $12K
|
35K
$2.04M
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-192Closed |
$12.7K - $13K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-198- 2.34% |
$13.1K - $13.4K
|
8.27K
$482K
|
|
Feb 10, 2022
Q4 2021
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-205- 1.82% |
$13.6K - $13.9K
|
11.1K
$646K
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-216- 3.64% |
$14.3K - $14.6K
|
5.72K
$333K
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-233Closed |
$15.5K - $15.8K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-241- 2.02% |
$16K - $16.3K
|
11.7K
$680K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-256- 5.08% |
$17K - $17.3K
|
4.78K
$279K
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
SELL
|
- |
-275- 5.96% |
$18.3K - $18.6K
|
4.34K
$253K
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-315- 20.71% |
$20.9K - $21.3K
|
1.21K
$70.3K
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-392- 2.04% |
$26K - $26.5K
|
18.8K
$1.1M
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-396Closed |
$26.3K - $26.8K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-429Closed |
$28.5K - $29K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-503- 8.94% |
$33.4K - $34K
|
5.12K
$299K
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-506- 12.96% |
$33.6K - $34.2K
|
3.4K
$198K
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
SELL
|
- |
-508- 2.7% |
$33.7K - $34.4K
|
18.3K
$1.07M
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-570- 5.95% |
$37.8K - $38.6K
|
9.01K
$525K
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-600- 22.6% |
$39.8K - $40.6K
|
2.06K
$120K
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-606- 14.5% |
$40.2K - $41K
|
3.57K
$208K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-619- 4.04% |
$41.1K - $41.9K
|
14.7K
$857K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-627- 5.95% |
$41.6K - $42.4K
|
9.91K
$578K
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-694- 3.61% |
$46.1K - $47K
|
18.5K
$1.08M
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-709Closed |
$47.1K - $48K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-762- 18.52% |
$50.6K - $51.6K
|
3.35K
$195K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-809- 18.05% |
$53.7K - $54.8K
|
3.67K
$214K
|
|
Feb 14, 2022
Q4 2021
|
Jag Capital Management, LLC
|
SELL
|
- |
-960- 14.56% |
$63.7K - $65K
|
5.63K
$328K
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-963- 3.25% |
$63.9K - $65.2K
|
28.6K
$1.67M
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-1.03K- 59.73% |
$68.1K - $69.4K
|
691
$40.3K
|
|
Jan 07, 2022
Q4 2021
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1.16K- 0.92% |
$77K - $78.5K
|
125K
$7.26M
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.19K- 25.77% |
$79.3K - $80.8K
|
3.44K
$201K
|
|
Jan 21, 2022
Q4 2021
|
First Pacific Financial
|
SELL
|
- |
-1.34K- 12.53% |
$88.6K - $90.4K
|
9.32K
$543K
|
|
Feb 14, 2022
Q4 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.53K- 3.54% |
$102K - $104K
|
41.8K
$2.43M
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.54K- 3.78% |
$102K - $104K
|
39.2K
$2.28M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.65KClosed |
$110K - $112K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.73K- 3.94% |
$115K - $117K
|
42.2K
$2.46M
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.8K- 3.31% |
$119K - $121K
|
52.4K
$3.05M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-1.8K- 10.53% |
$120K - $122K
|
15.3K
$892K
|