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 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
5.57K+ 127.16% |
$318K - $332K
|
9.95K
$580K
|
|
|
Jan 19, 2023
Q4 2022
|
Blossom Wealth Management
|
BUY
|
- |
5.54KNew |
$317K - $331K
|
5.54K
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.52KNew |
$315K - $329K
|
5.52K
$322K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.39K+ 26.41% |
$308K - $322K
|
25.8K
$1.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.33K+ 8.91% |
$304K - $318K
|
65.1K
$3.8M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
5.18KNew |
$296K - $309K
|
5.18K
$302K
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
5.15KNew |
$294K - $307K
|
5.15K
$300K
|
|
|
Feb 10, 2023
Q4 2022
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
4.96K+ 0.74% |
$284K - $296K
|
673K
$39.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
4.94KNew |
$282K - $295K
|
4.94K
$288K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
4.85K+ 47.12% |
$277K - $290K
|
15.2K
$883K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
4.78K+ 23.81% |
$273K - $285K
|
24.9K
$1.45M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.72KNew |
$270K - $282K
|
4.72K
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
4.69KNew |
$268K - $280K
|
4.69K
$273K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
4.62KNew |
$264K - $275K
|
4.62K
$269K
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
4.6K+ 9.33% |
$263K - $274K
|
53.9K
$3.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.59K+ 91840.0% |
$262K - $274K
|
4.6K
$268K
|
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
4.51K+ 2.02% |
$257K - $269K
|
227K
$13.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.36K+ 3.97% |
$249K - $260K
|
114K
$6.66M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.29K+ 1.83% |
$245K - $256K
|
239K
$13.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.24KNew |
$242K - $253K
|
4.24K
$247K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.2K+ 0.82% |
$240K - $251K
|
515K
$30M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.12K+ 48.8% |
$235K - $246K
|
12.6K
$732K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
4.04K+ 2280.79% |
$231K - $241K
|
4.21K
$246K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
3.94KNew |
$225K - $235K
|
3.94K
$230K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.94K+ 62.47% |
$225K - $235K
|
10.2K
$597K
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
3.91KNew |
$223K - $233K
|
3.91K
$228K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
3.88K+ 233.86% |
$222K - $232K
|
5.54K
$323K
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
3.72KNew |
$213K - $222K
|
3.72K
$217K
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
3.64K+ 14.52% |
$208K - $217K
|
28.7K
$1.67M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.64K+ 18.41% |
$208K - $217K
|
23.4K
$1.36M
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.62KNew |
$207K - $216K
|
3.62K
$211K
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
3.51KNew |
$201K - $210K
|
3.51K
$205K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.49KNew |
$199K - $208K
|
3.49K
$203K
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.47K+ 7.85% |
$198K - $207K
|
47.7K
$2.78M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3.46K+ 49.89% |
$197K - $206K
|
10.4K
$605K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.45K+ 10.15% |
$197K - $206K
|
37.5K
$2.18M
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
3.22KNew |
$184K - $192K
|
3.22K
$187K
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.1K+ 11.88% |
$177K - $185K
|
29.2K
$1.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.04K+ 1.75% |
$173K - $181K
|
176K
$10.3M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.91K+ 24.62% |
$166K - $174K
|
14.7K
$859K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
2.91K+ 41.36% |
$166K - $173K
|
9.93K
$579K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.82K+ 8.44% |
$161K - $168K
|
36.3K
$2.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.74K+ 43.09% |
$157K - $163K
|
9.1K
$530K
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.71K+ 13.04% |
$155K - $162K
|
23.5K
$1.37M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.71K+ 1.74% |
$155K - $162K
|
158K
$9.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Libra Wealth LLC
|
BUY
|
- |
2.55K+ 0.56% |
$145K - $152K
|
454K
$26.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.43K+ 124.67% |
$139K - $145K
|
4.38K
$255K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.4KNew |
$137K - $143K
|
2.4K
$140K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
2.26K+ 29.2% |
$129K - $135K
|
10K
$584K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
2.12K+ 1615.27% |
$121K - $126K
|
2.25K
$131K
|