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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-11.4K- 2.3% |
$641K - $680K
|
485K
$28.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-11.5K- 4.47% |
$648K - $687K
|
246K
$14.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-13.2K- 9.62% |
$739K - $783K
|
124K
$7.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-13.3K- 2.64% |
$745K - $789K
|
489K
$28.5M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-13.9K- 0.34% |
$779K - $826K
|
4.11M
$240M
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-14.1K- 10.48% |
$790K - $837K
|
120K
$7.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.9K- 18.91% |
$891K - $945K
|
68.1K
$3.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-17K- 16.06% |
$957K - $1.01M
|
89K
$5.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-17.2K- 11.3% |
$963K - $1.02M
|
135K
$7.85M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-18.4K- 17.48% |
$1.04M - $1.1M
|
87K
$5.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-18.9K- 13.04% |
$1.06M - $1.13M
|
126K
$7.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-19.8K- 11.12% |
$1.11M - $1.18M
|
158K
$9.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-19.9K- 6.36% |
$1.12M - $1.19M
|
293K
$17.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-20.3K- 3.36% |
$1.14M - $1.21M
|
583K
$34M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-20.3K- 35.99% |
$1.14M - $1.21M
|
36K
$2.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-21K- 18.6% |
$1.18M - $1.25M
|
92.1K
$5.37M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-21.3K- 3.27% |
$1.19M - $1.27M
|
630K
$36.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-23.5K- 32.38% |
$1.32M - $1.4M
|
49.1K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-23.7K- 47.25% |
$1.33M - $1.41M
|
26.4K
$1.54M
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-25.2K- 26.97% |
$1.42M - $1.5M
|
68.3K
$3.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-25.9K- 17.49% |
$1.45M - $1.54M
|
122K
$7.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-27.3K- 86.62% |
$1.54M - $1.63M
|
4.23K
$246K
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-27.7K- 2.67% |
$1.56M - $1.65M
|
1.01M
$58.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-28.6K- 1.22% |
$1.6M - $1.7M
|
2.32M
$135M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-28.8K- 23.32% |
$1.62M - $1.72M
|
94.8K
$5.53M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-30.5K- 29.37% |
$1.71M - $1.82M
|
73.4K
$4.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-30.5K- 29.37% |
$1.71M - $1.82M
|
73.4K
$4.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-34.6K- 92.23% |
$1.94M - $2.06M
|
2.91K
$170K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-39.2K- 27.53% |
$2.2M - $2.33M
|
103K
$6.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-39.4K- 78.7% |
$2.21M - $2.35M
|
10.7K
$622K
|
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-41.2K- 19.66% |
$2.31M - $2.45M
|
168K
$9.81M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-44.6K- 18.91% |
$2.51M - $2.66M
|
191K
$11.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-46.7K- 72.25% |
$2.62M - $2.78M
|
17.9K
$1.05M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-52.3K- 17.71% |
$2.94M - $3.11M
|
243K
$14.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-57.8K- 12.51% |
$3.24M - $3.44M
|
404K
$23.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-57.9K- 78.45% |
$3.25M - $3.45M
|
15.9K
$928K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-59.8K- 11.24% |
$3.36M - $3.56M
|
472K
$27.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-69.2K- 19.71% |
$3.88M - $4.12M
|
282K
$16.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-72.7K- 12.28% |
$4.08M - $4.32M
|
519K
$30.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-81.8K- 87.12% |
$4.59M - $4.87M
|
12.1K
$705K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-82.9K- 17.13% |
$4.65M - $4.93M
|
401K
$23.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-87.6K- 56.44% |
$4.92M - $5.21M
|
67.6K
$3.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-97K- 17.86% |
$5.45M - $5.77M
|
446K
$26M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-100K- 46.75% |
$5.64M - $5.97M
|
114K
$6.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-105K- 2.47% |
$5.87M - $6.22M
|
4.13M
$241M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-110K- 26.2% |
$6.18M - $6.55M
|
310K
$18.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-119K- 5.99% |
$6.66M - $7.06M
|
1.86M
$108M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-120K- 10.28% |
$6.73M - $7.14M
|
1.05M
$61M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-128K- 27.38% |
$7.21M - $7.64M
|
341K
$19.9M
|
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-227K- 97.15% |
$12.8M - $13.5M
|
6.67K
$389K
|