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 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-241K- 72.51% |
$13.5M - $14.4M
|
91.4K
$5.33M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-242K- 2.47% |
$13.6M - $14.4M
|
9.54M
$556M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-254K- 78.32% |
$14.3M - $15.1M
|
70.3K
$4.1M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-386K- 14.84% |
$21.7M - $23M
|
2.21M
$129M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-429K- 16.79% |
$24.1M - $25.6M
|
2.13M
$124M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-551K- 99.35% |
$30.9M - $32.8M
|
3.61K
$210K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-589K- 32.11% |
$33.1M - $35M
|
1.25M
$72.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-753K- 47.64% |
$42.3M - $44.8M
|
827K
$48.2M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-1M- 14.71% |
$56.2M - $59.5M
|
5.8M
$338M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.74M- 16.57% |
$154M - $163M
|
13.8M
$805M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.82M- 19.76% |
$214M - $227M
|
15.5M
$904M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.08M- 20.0% |
$229M - $243M
|
16.3M
$953M
|