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 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-138- 1.66% |
$7.89K - $8.23K
|
8.16K
$475K
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-145- 4.11% |
$8.29K - $8.65K
|
3.38K
$197K
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-151- 0.97% |
$8.63K - $9.01K
|
15.5K
$901K
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-151- 0.97% |
$8.63K - $9.01K
|
15.5K
$901K
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-170- 7.81% |
$9.71K - $10.1K
|
2.01K
$117K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-178- 5.34% |
$10.2K - $10.6K
|
3.15K
$184K
|
|
Feb 08, 2023
Q4 2022
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-186- 0.87% |
$10.6K - $11.1K
|
21.1K
$1.23M
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-200- 2.78% |
$11.4K - $11.9K
|
6.98K
$407K
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-208- 28.81% |
$11.9K - $12.4K
|
514
$30K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-222- 66.87% |
$12.7K - $13.2K
|
110
$6.41K
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-239- 0.38% |
$13.7K - $14.3K
|
63.1K
$3.68M
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-245- 57.78% |
$14K - $14.6K
|
179
$10.4K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-260- 26.72% |
$14.9K - $15.5K
|
713
$41.6K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-300- 31.71% |
$17.1K - $17.9K
|
646
$37.7K
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-340- 7.02% |
$19.4K - $20.3K
|
4.5K
$262K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-354- 4.13% |
$20.2K - $21.1K
|
8.22K
$479K
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-378- 1.2% |
$21.6K - $22.6K
|
31K
$1.81M
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-423- 2.13% |
$24.2K - $25.2K
|
19.5K
$1.13M
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-427- 58.82% |
$24.4K - $25.5K
|
299
$17.4K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-457- 43.65% |
$26.1K - $27.3K
|
590
$34.4K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-458- 37.95% |
$26.2K - $27.3K
|
749
$43.7K
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-531- 6.38% |
$30.3K - $31.7K
|
7.8K
$454K
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-575- 3.4% |
$32.9K - $34.3K
|
16.3K
$952K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-578- 51.29% |
$33K - $34.5K
|
549
$32K
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
SELL
|
- |
-580- 2.85% |
$33.1K - $34.6K
|
19.8K
$1.15M
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-615- 9.31% |
$35.1K - $36.7K
|
5.99K
$349K
|
|
Jan 26, 2023
Q4 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-615- 3.45% |
$35.1K - $36.7K
|
17.2K
$1M
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-739- 12.3% |
$42.2K - $44.1K
|
5.27K
$307K
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-749- 0.25% |
$42.8K - $44.7K
|
301K
$17.5M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-790- 3.44% |
$45.1K - $47.1K
|
22.2K
$1.29M
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-807- 15.65% |
$46.1K - $48.2K
|
4.35K
$254K
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-807- 1.29% |
$46.1K - $48.2K
|
61.9K
$3.61M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-809- 15.5% |
$46.2K - $48.3K
|
4.41K
$257K
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-844- 1.18% |
$48.2K - $50.4K
|
70.6K
$4.11M
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-861- 31.43% |
$49.2K - $51.4K
|
1.88K
$109K
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-906- 8.33% |
$51.8K - $54.1K
|
9.98K
$581K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-949- 17.32% |
$54.2K - $56.6K
|
4.53K
$264K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-959- 25.61% |
$54.8K - $57.2K
|
2.79K
$162K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.05K- 62.6% |
$60.2K - $62.8K
|
629
$36.7K
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-1.14K- 6.95% |
$64.9K - $67.8K
|
15.2K
$886K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.24K- 18.1% |
$70.7K - $73.9K
|
5.6K
$326K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.55K- 3.86% |
$88.6K - $92.5K
|
38.6K
$2.25M
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
SELL
|
- |
-1.6K- 21.04% |
$91.4K - $95.5K
|
6.01K
$350K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.63K- 14.57% |
$93.1K - $97.2K
|
9.55K
$557K
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.72K- 19.99% |
$98.2K - $103K
|
6.88K
$401K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.74K- 1.08% |
$99.7K - $104K
|
160K
$9.35M
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-1.78K- 2.99% |
$101K - $106K
|
57.7K
$3.36M
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1.88K- 84.65% |
$107K - $112K
|
341
$19.9K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.94K- 52.8% |
$111K - $116K
|
1.73K
$101K
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.99K- 25.19% |
$114K - $119K
|
5.91K
$345K
|