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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
78.6K+ 49.36% |
$4.49M - $4.69M
|
238K
$13.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
74.6KNew |
$4.26M - $4.45M
|
74.6K
$4.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
72.3K+ 64.07% |
$4.13M - $4.32M
|
185K
$10.8M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
71.4K+ 86.34% |
$4.08M - $4.26M
|
154K
$8.99M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
68K+ 1235.45% |
$3.89M - $4.06M
|
73.5K
$4.29M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
67.8KNew |
$3.88M - $4.05M
|
67.8K
$3.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
66.2KNew |
$3.78M - $3.95M
|
66.2K
$3.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
64.6KNew |
$3.69M - $3.86M
|
64.6K
$3.77M
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
61.8KNew |
$3.53M - $3.69M
|
61.8K
$3.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
61K+ 72.97% |
$3.49M - $3.64M
|
145K
$8.43M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
59.1K+ 15.98% |
$3.38M - $3.53M
|
429K
$25M
|
|
|
Feb 02, 2023
Q4 2022
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
56.6KNew |
$3.23M - $3.38M
|
56.6K
$3.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
55.9K+ 12.2% |
$3.19M - $3.33M
|
514K
$30M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
55.2K+ 25.88% |
$3.15M - $3.29M
|
268K
$15.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
54.4KNew |
$3.11M - $3.25M
|
54.4K
$3.17M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
53.4KNew |
$3.05M - $3.19M
|
53.4K
$3.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
51.6K+ 8.77% |
$2.95M - $3.08M
|
640K
$37.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50.1K+ 189.61% |
$2.86M - $2.99M
|
76.5K
$4.46M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
49.1KNew |
$2.8M - $2.93M
|
49.1K
$2.86M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
46.7K+ 49.47% |
$2.67M - $2.79M
|
141K
$8.22M
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
45.1KNew |
$2.58M - $2.69M
|
45.1K
$2.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44K+ 20.84% |
$2.52M - $2.63M
|
255K
$14.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.6K+ 25.58% |
$2.49M - $2.6M
|
214K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
42.8K+ 16.39% |
$2.45M - $2.55M
|
304K
$17.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Valicenti Advisory Services Inc
|
BUY
|
- |
42KNew |
$2.4M - $2.51M
|
42K
$2.45M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
41.7K+ 671.08% |
$2.38M - $2.49M
|
47.9K
$2.79M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
41.1K+ 5.2% |
$2.35M - $2.45M
|
831K
$48.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
40.5KNew |
$2.31M - $2.41M
|
40.5K
$2.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
37.8KNew |
$2.16M - $2.25M
|
37.8K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
34.5K+ 134.92% |
$1.97M - $2.06M
|
60.1K
$3.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
34.1KNew |
$1.95M - $2.04M
|
34.1K
$1.99M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
33KNew |
$1.88M - $1.97M
|
33K
$1.92M
|
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
BUY
|
- |
32.9KNew |
$1.88M - $1.96M
|
32.9K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
30.8K+ 47.02% |
$1.76M - $1.83M
|
96.2K
$5.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
30.3KNew |
$1.73M - $1.81M
|
30.3K
$1.77M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
29.7KNew |
$1.7M - $1.77M
|
29.7K
$1.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
27.9K+ 20.41% |
$1.6M - $1.67M
|
165K
$9.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
27.6K+ 26.04% |
$1.58M - $1.65M
|
134K
$7.8M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
27K+ 7.49% |
$1.54M - $1.61M
|
387K
$22.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
25.4K+ 16.18% |
$1.45M - $1.51M
|
182K
$10.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
24.7K+ 4.91% |
$1.41M - $1.47M
|
527K
$30.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
23.6K+ 478.78% |
$1.35M - $1.41M
|
28.5K
$1.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.5K+ 19.55% |
$1.29M - $1.34M
|
138K
$8.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
20.6KNew |
$1.18M - $1.23M
|
20.6K
$1.2M
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
20.4K+ 34.17% |
$1.17M - $1.22M
|
80.1K
$4.67M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
19.1KNew |
$1.09M - $1.14M
|
19.1K
$1.11M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18.7KNew |
$1.07M - $1.11M
|
18.7K
$1.09M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
18.1K+ 16.72% |
$1.03M - $1.08M
|
126K
$7.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
16.9K+ 8.86% |
$964K - $1.01M
|
207K
$12.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.6KNew |
$946K - $988K
|
16.6K
$965K
|