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 25, 2023
Q4 2022
|
Brickley Wealth Management
|
SELL
|
- |
-17.6K- 16.05% |
$1.01M - $1.05M
|
92.1K
$5.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-17.7K- 21.28% |
$1.01M - $1.05M
|
65.3K
$3.81M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.3K- 2.37% |
$1.1M - $1.15M
|
794K
$46.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
SELL
|
- |
-19.7K- 2.17% |
$1.13M - $1.18M
|
889K
$51.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-20.4K- 84.06% |
$1.17M - $1.22M
|
3.87K
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.6K- 21.62% |
$1.18M - $1.23M
|
74.7K
$4.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-25.4K- 35.89% |
$1.45M - $1.52M
|
45.4K
$2.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-26.5K- 3.3% |
$1.51M - $1.58M
|
775K
$45.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-26.5K- 36.17% |
$1.52M - $1.58M
|
46.8K
$2.73M
|
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-26.7K- 24.86% |
$1.53M - $1.6M
|
80.8K
$4.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-26.9K- 2.33% |
$1.54M - $1.61M
|
1.13M
$65.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Mayport, LLC
|
SELL
|
- |
-27K- 25.94% |
$1.54M - $1.61M
|
77.1K
$4.49M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.4K- 32.8% |
$1.62M - $1.69M
|
58.1K
$3.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-29.5K- 0.73% |
$1.69M - $1.76M
|
3.99M
$233M
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-35.7K- 53.93% |
$2.04M - $2.13M
|
30.5K
$1.78M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-40.1K- 37.1% |
$2.29M - $2.39M
|
67.9K
$3.96M
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-41.8K- 4.6% |
$2.39M - $2.49M
|
866K
$50.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-45.2K- 30.15% |
$2.59M - $2.7M
|
105K
$6.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-45.9K- 2.0% |
$2.62M - $2.74M
|
2.25M
$131M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-49.9K- 50.84% |
$2.85M - $2.98M
|
48.2K
$2.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-55.8K- 69.07% |
$3.19M - $3.33M
|
25K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-59.6K- 12.96% |
$3.41M - $3.56M
|
401K
$23.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-61K- 51.93% |
$3.48M - $3.64M
|
56.4K
$3.29M
|
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-62.8K- 97.06% |
$3.59M - $3.75M
|
1.9K
$111K
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-63.2KClosed |
$3.61M - $3.77M
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
SELL
|
- |
-65.6K- 71.82% |
$3.75M - $3.91M
|
25.7K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-80.3K- 79.29% |
$4.59M - $4.79M
|
21K
$1.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-81.5K- 17.58% |
$4.66M - $4.87M
|
382K
$22.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-87.4K- 1.9% |
$4.99M - $5.21M
|
4.52M
$264M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-99.1K- 80.62% |
$5.66M - $5.91M
|
23.8K
$1.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-101K- 4.66% |
$5.77M - $6.03M
|
2.07M
$120M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-115K- 24.25% |
$6.59M - $6.89M
|
360K
$21M
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-116K- 61.92% |
$6.62M - $6.92M
|
71.3K
$4.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-123K- 30.66% |
$7.02M - $7.33M
|
278K
$16.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-128K- 97.19% |
$7.32M - $7.65M
|
3.7K
$216K
|
|
|
Feb 14, 2023
Q4 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-131K- 81.78% |
$7.49M - $7.82M
|
29.2K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-147K- 25.99% |
$8.4M - $8.77M
|
419K
$24.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-172K- 97.72% |
$9.81M - $10.2M
|
4.01K
$234K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-179K- 14.28% |
$10.2M - $10.7M
|
1.07M
$62.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-179K- 72.99% |
$10.2M - $10.7M
|
66.3K
$3.86M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-181K- 49.68% |
$10.3M - $10.8M
|
183K
$10.7M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-191K- 25.38% |
$10.9M - $11.4M
|
563K
$32.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-192K- 6.24% |
$11M - $11.5M
|
2.89M
$169M
|
|
|
Jan 27, 2023
Q4 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-197K- 96.39% |
$11.3M - $11.8M
|
7.37K
$430K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-197K- 18.92% |
$11.3M - $11.8M
|
845K
$49.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-213K- 96.8% |
$12.2M - $12.7M
|
7.05K
$411K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-335K- 13.0% |
$19.1M - $20M
|
2.24M
$131M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-338K- 97.47% |
$19.3M - $20.2M
|
8.78K
$512K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-423K- 95.72% |
$24.2M - $25.2M
|
18.9K
$1.1M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-423K- 95.72% |
$24.2M - $25.2M
|
18.9K
$1.1M
|