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
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-2K- 8.71% |
$114K - $119K
|
21K
$1.22M
|
|
|
Jan 17, 2023
Q4 2022
|
Whelan Financial
|
SELL
|
- |
-2.33K- 1.02% |
$133K - $139K
|
226K
$13.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.38K- 39.83% |
$136K - $142K
|
3.6K
$210K
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
SELL
|
- |
-2.44K- 35.43% |
$139K - $146K
|
4.45K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.61K- 30.16% |
$149K - $156K
|
6.05K
$352K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-2.84K- 0.68% |
$162K - $170K
|
417K
$24.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.99K- 8.88% |
$171K - $178K
|
30.7K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.25K- 29.11% |
$186K - $194K
|
7.92K
$462K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.3K- 28.87% |
$188K - $197K
|
8.12K
$474K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.32K- 11.24% |
$189K - $198K
|
26.2K
$1.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.36K- 48.55% |
$192K - $200K
|
3.56K
$207K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.76K- 66.1% |
$215K - $225K
|
1.93K
$112K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-3.82K- 3.62% |
$218K - $228K
|
102K
$5.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-4.04K- 2.08% |
$231K - $241K
|
190K
$11.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.06K- 64.03% |
$232K - $242K
|
2.28K
$133K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-4.08K- 24.37% |
$233K - $243K
|
12.7K
$738K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.08K- 31.69% |
$233K - $243K
|
8.79K
$512K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-4.59K- 43.36% |
$262K - $274K
|
6K
$350K
|
|
|
Jan 31, 2023
Q4 2022
|
Nova R Wealth, Inc.
|
SELL
|
- |
-4.75K- 1.71% |
$271K - $283K
|
273K
$15.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-4.82K- 99.94% |
$275K - $287K
|
3
$175
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.1K- 5.34% |
$348K - $364K
|
108K
$6.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Kraft Asset Management, LLC
|
SELL
|
- |
-6.42K- 5.47% |
$367K - $383K
|
111K
$6.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
SELL
|
- |
-6.58K- 8.07% |
$376K - $393K
|
75K
$4.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.75K- 23.6% |
$385K - $403K
|
21.8K
$1.27M
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-7.47K- 4.19% |
$427K - $446K
|
171K
$9.97M
|
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-7.5K- 1.75% |
$428K - $447K
|
421K
$24.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7.72K- 36.51% |
$441K - $460K
|
13.4K
$782K
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-7.77K- 9.91% |
$444K - $464K
|
70.6K
$4.11M
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-7.88K- 68.82% |
$450K - $470K
|
3.57K
$208K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8.02K- 72.72% |
$458K - $479K
|
3.01K
$175K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-8.39K- 11.57% |
$480K - $501K
|
64.1K
$3.74M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-8.63K- 20.7% |
$493K - $515K
|
33.1K
$1.93M
|
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-8.64K- 6.63% |
$494K - $515K
|
122K
$7.09M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.78K- 23.16% |
$502K - $524K
|
29.1K
$1.7M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-9.36K- 18.52% |
$535K - $559K
|
41.2K
$2.4M
|
|
|
May 09, 2023
Q4 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-9.55K- 1.92% |
$546K - $570K
|
488K
$28.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-9.71K- 21.05% |
$555K - $579K
|
36.4K
$2.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-9.71K- 2.82% |
$555K - $579K
|
335K
$19.5M
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-9.96K- 5.08% |
$569K - $594K
|
186K
$10.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.4K- 1.84% |
$593K - $620K
|
555K
$32.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-10.5K- 9.89% |
$601K - $627K
|
95.7K
$5.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-10.7K- 12.65% |
$612K - $639K
|
73.9K
$4.31M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.1K- 28.4% |
$635K - $663K
|
28K
$1.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-13.8K- 75.68% |
$788K - $823K
|
4.43K
$258K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-14.3K- 15.43% |
$819K - $855K
|
78.5K
$4.58M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-14.7K- 9.46% |
$837K - $874K
|
140K
$8.17M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.1K- 31.25% |
$862K - $900K
|
33.2K
$1.93M
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-16.4K- 8.3% |
$935K - $976K
|
181K
$10.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-17K- 10.49% |
$970K - $1.01M
|
145K
$8.45M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-17.4K- 30.03% |
$993K - $1.04M
|
40.5K
$2.36M
|