Purchases and Sales Made in Q4 2022 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q4 2022. 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 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
11.1MNew |
$632M - $660M
|
11.1M
$643M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.01M+ 22.9% |
$401M - $419M
|
37.6M
$2.19B
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
5.96M+ 4898.7% |
$341M - $356M
|
6.09M
$354M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.8M+ 113.07% |
$103M - $107M
|
3.39M
$197M
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.55MNew |
$88.4M - $92.3M
|
1.55M
$89.8M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.07M+ 81.01% |
$61.3M - $64.1M
|
2.4M
$139M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
944K+ 853.05% |
$54M - $56.3M
|
1.05M
$61.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
807KNew |
$46.1M - $48.2M
|
807K
$46.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
676K+ 175203.11% |
$38.6M - $40.4M
|
677K
$39.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
586K+ 245.55% |
$33.5M - $35M
|
825K
$47.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
576K+ 37.31% |
$32.9M - $34.4M
|
2.12M
$123M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
502KNew |
$28.7M - $30M
|
502K
$29.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
476K+ 132.46% |
$27.2M - $28.4M
|
835K
$48.5M
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
476K+ 132.46% |
$27.2M - $28.4M
|
835K
$48.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
465K+ 8.93% |
$26.6M - $27.8M
|
5.68M
$330M
|
|
|
Feb 08, 2023
Q4 2022
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
420KNew |
$24M - $25.1M
|
420K
$24.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
416K+ 1911.99% |
$23.8M - $24.8M
|
438K
$25.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
400KNew |
$22.8M - $23.8M
|
400K
$23.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
384K+ 7007.01% |
$21.9M - $22.9M
|
389K
$22.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Evergreen Advisors, LLC
|
BUY
|
- |
382KNew |
$21.8M - $22.8M
|
382K
$22.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
366K+ 3076.23% |
$20.9M - $21.8M
|
378K
$21.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
362KNew |
$20.7M - $21.6M
|
362K
$21M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
306K+ 75.67% |
$17.5M - $18.3M
|
711K
$41.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
276KNew |
$15.8M - $16.5M
|
276K
$16.1M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
211K+ 8.22% |
$12.1M - $12.6M
|
2.78M
$162M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
200K+ 35.02% |
$11.4M - $11.9M
|
770K
$44.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
186KNew |
$10.6M - $11.1M
|
186K
$10.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
179KNew |
$10.2M - $10.7M
|
179K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
179K+ 18.41% |
$10.2M - $10.7M
|
1.15M
$66.8M
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
167KNew |
$9.55M - $9.97M
|
167K
$9.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
165K+ 8.89% |
$9.4M - $9.82M
|
2.01M
$117M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
154KNew |
$8.81M - $9.2M
|
154K
$8.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
149K+ 42.07% |
$8.5M - $8.88M
|
503K
$29.2M
|
|
|
Jan 30, 2023
Q4 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
147K+ 105.41% |
$8.41M - $8.78M
|
287K
$16.7M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
143KNew |
$8.14M - $8.51M
|
143K
$8.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
127K+ 150.83% |
$7.25M - $7.57M
|
211K
$12.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
122KNew |
$6.95M - $7.26M
|
122K
$7.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
115KNew |
$6.6M - $6.89M
|
115K
$6.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
112K+ 138.67% |
$6.39M - $6.68M
|
193K
$11.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
107K+ 549.13% |
$6.12M - $6.39M
|
127K
$7.35M
|
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
99.3K+ 4172.44% |
$5.67M - $5.93M
|
102K
$5.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
97.6KNew |
$5.58M - $5.82M
|
97.6K
$5.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
93.4K+ 727.25% |
$5.34M - $5.57M
|
106K
$6.17M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
92.9KNew |
$5.31M - $5.54M
|
92.9K
$5.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
BUY
|
- |
91.1KNew |
$5.21M - $5.44M
|
91.1K
$5.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
90.6K+ 6.46% |
$5.18M - $5.41M
|
1.49M
$86.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
88.9K+ 1261.29% |
$5.08M - $5.3M
|
95.9K
$5.57M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
87.1KNew |
$4.98M - $5.2M
|
87.1K
$5.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
79.7KNew |
$4.55M - $4.75M
|
79.7K
$4.63M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
79K+ 27.79% |
$4.51M - $4.71M
|
363K
$21.1M
|