Purchases and Sales Made in Q4 2023 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q4 2023. 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, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
43.6M+ 2048.16% |
$2.45B - $2.6B
|
45.7M
$2.66B
|
|
|
Feb 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
4.45MNew |
$250M - $265M
|
4.45M
$258M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
3.39MNew |
$190M - $202M
|
3.39M
$197M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
1.92M+ 8066.98% |
$108M - $115M
|
1.95M
$113M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.91M+ 90.24% |
$107M - $114M
|
4.03M
$234M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.21M+ 16.68% |
$68.2M - $72.3M
|
8.5M
$494M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.13M+ 217.54% |
$63.3M - $67.1M
|
1.65M
$95.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
BUY
|
- |
1.12MNew |
$63.1M - $66.9M
|
1.12M
$65.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.02M+ 12.0% |
$57.4M - $60.8M
|
9.54M
$554M
|
|
|
Feb 12, 2024
Q4 2023
|
Cliffwater LLC
Marina Del Rey, CA |
BUY
|
- |
764KNew |
$42.9M - $45.5M
|
764K
$44.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
736K+ 4.98% |
$41.3M - $43.8M
|
15.5M
$901M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
674K+ 8.91% |
$37.9M - $40.1M
|
8.25M
$479M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
631KNew |
$35.4M - $37.6M
|
631K
$36.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
614K+ 13.07% |
$34.5M - $36.5M
|
5.31M
$309M
|
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
598K+ 259.97% |
$33.6M - $35.6M
|
828K
$48.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
590K+ 17.37% |
$33.2M - $35.1M
|
3.99M
$232M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
583K+ 16.05% |
$32.8M - $34.7M
|
4.22M
$245M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
449KNew |
$25.2M - $26.7M
|
449K
$26.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
408K+ 60.49% |
$22.9M - $24.3M
|
1.08M
$62.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
396KNew |
$22.2M - $23.5M
|
396K
$23M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
387K+ 13.54% |
$21.7M - $23M
|
3.25M
$189M
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
383KNew |
$21.5M - $22.8M
|
383K
$22.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
383K+ 18.61% |
$21.5M - $22.8M
|
2.44M
$142M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
302K+ 8.72% |
$16.9M - $18M
|
3.76M
$219M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
268K+ 24.19% |
$15M - $15.9M
|
1.38M
$79.9M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
252K+ 19.89% |
$14.2M - $15M
|
1.52M
$88.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
246KNew |
$13.8M - $14.7M
|
246K
$14.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
232KNew |
$13M - $13.8M
|
232K
$13.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
228KNew |
$12.8M - $13.6M
|
228K
$13.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
214K+ 10.47% |
$12M - $12.8M
|
2.26M
$131M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
199KNew |
$11.2M - $11.8M
|
199K
$11.5M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
195K+ 289.01% |
$11M - $11.6M
|
263K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
192KNew |
$10.8M - $11.4M
|
192K
$11.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
192KNew |
$10.8M - $11.4M
|
192K
$11.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
187K+ 11.91% |
$10.5M - $11.1M
|
1.76M
$102M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
184K+ 40.15% |
$10.3M - $10.9M
|
641K
$37.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
171K+ 2592.44% |
$9.59M - $10.2M
|
177K
$10.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
169KNew |
$9.48M - $10.1M
|
169K
$9.81M
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
163KNew |
$9.14M - $9.68M
|
163K
$9.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
144K+ 119.03% |
$8.1M - $8.59M
|
265K
$15.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
141KNew |
$7.9M - $8.37M
|
141K
$8.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
140K+ 193.18% |
$7.83M - $8.3M
|
212K
$12.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
138K+ 53.24% |
$7.75M - $8.22M
|
397K
$23.1M
|
|
|
Nov 13, 2024
Q4 2023
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
138KNew |
$7.75M - $8.21M
|
138K
$8.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
137KNew |
$7.7M - $8.16M
|
137K
$7.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
136K+ 1034.95% |
$7.66M - $8.12M
|
150K
$8.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
132KNew |
$7.42M - $7.86M
|
132K
$7.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
129K+ 56.3% |
$7.22M - $7.66M
|
357K
$20.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
127K+ 44.31% |
$7.16M - $7.58M
|
415K
$24.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
124K+ 1520.25% |
$6.98M - $7.4M
|
132K
$7.7M
|