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 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-448- 18.38% |
$25.2K - $26.7K
|
1.99K
$116K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-449- 3.72% |
$25.2K - $26.7K
|
11.6K
$677K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-491- 0.22% |
$27.6K - $29.2K
|
223K
$13M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-516- 33.95% |
$29K - $30.7K
|
1K
$58.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-518- 25.0% |
$29.1K - $30.8K
|
1.55K
$90.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-537- 91.48% |
$30.2K - $32K
|
50
$2.91K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-542- 10.05% |
$30.4K - $32.3K
|
4.85K
$283K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-576- 6.94% |
$32.3K - $34.3K
|
7.73K
$450K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-580- 11.21% |
$32.6K - $34.5K
|
4.59K
$268K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-605- 9.3% |
$34K - $36K
|
5.9K
$344K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-671- 5.08% |
$37.7K - $39.9K
|
12.5K
$731K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-687- 4.51% |
$38.6K - $40.9K
|
14.5K
$848K
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-713- 0.67% |
$40K - $42.4K
|
106K
$6.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-743- 2.43% |
$41.7K - $44.2K
|
29.9K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-745- 56.02% |
$41.8K - $44.3K
|
585
$34.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-790- 16.27% |
$44.4K - $47K
|
4.07K
$237K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-830- 13.75% |
$46.6K - $49.4K
|
5.21K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-849- 10.56% |
$47.7K - $50.5K
|
7.19K
$419K
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-849- 11.75% |
$47.7K - $50.5K
|
6.38K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-870- 2.59% |
$48.9K - $51.8K
|
32.7K
$1.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-883- 4.47% |
$49.6K - $52.5K
|
18.9K
$1.1M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-891- 2.19% |
$50K - $53K
|
39.8K
$2.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-959- 1.52% |
$53.8K - $57.1K
|
62.3K
$3.63M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1K- 0.2% |
$56.3K - $59.7K
|
493K
$28.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.01K- 7.18% |
$56.5K - $59.9K
|
13K
$758K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.03K- 4.29% |
$57.6K - $61K
|
22.9K
$1.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.07K- 7.4% |
$60.3K - $63.9K
|
13.4K
$784K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.15K- 0.59% |
$64.5K - $68.4K
|
194K
$11.3M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-1.35K- 14.1% |
$75.8K - $80.3K
|
8.23K
$479K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.46K- 6.81% |
$82.2K - $87.1K
|
20K
$1.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.51K- 18.51% |
$84.8K - $89.9K
|
6.65K
$388K
|
|
|
Jan 18, 2024
Q4 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-1.56K- 0.95% |
$87.8K - $93.1K
|
164K
$9.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.61K- 21.94% |
$90.5K - $95.9K
|
5.74K
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.69K- 1.59% |
$94.6K - $100K
|
104K
$6.09M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.7K- 24.79% |
$95.3K - $101K
|
5.15K
$300K
|
|
|
Feb 15, 2024
Q4 2023
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-1.7K- 0.97% |
$95.3K - $101K
|
174K
$10.1M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.74K- 97.37% |
$97.5K - $103K
|
47
$2.74K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.78K- 5.19% |
$99.7K - $106K
|
32.5K
$1.89M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-2.06K- 19.95% |
$116K - $123K
|
8.26K
$482K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-2.07K- 31.14% |
$116K - $123K
|
4.57K
$267K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Advisors, LLC
|
SELL
|
- |
-2.19K- 0.54% |
$123K - $130K
|
401K
$23.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
SELL
|
- |
-2.31K- 2.05% |
$130K - $138K
|
110K
$6.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.35K- 4.97% |
$132K - $140K
|
44.9K
$2.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-2.39K- 3.4% |
$134K - $142K
|
68.1K
$3.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-2.41K- 3.42% |
$135K - $144K
|
68.1K
$3.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.43K- 55.49% |
$137K - $145K
|
1.95K
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.45K- 19.59% |
$137K - $146K
|
10K
$585K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.46K- 13.4% |
$138K - $146K
|
15.9K
$926K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.46K- 31.67% |
$138K - $147K
|
5.31K
$310K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-2.52K- 3.7% |
$141K - $150K
|
65.5K
$3.82M
|