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 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
119KNew |
$6.71M - $7.11M
|
119K
$6.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
119K+ 13.07% |
$6.69M - $7.09M
|
1.03M
$60.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
117KNew |
$6.56M - $6.96M
|
117K
$6.81M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
117KNew |
$6.56M - $6.96M
|
117K
$6.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
113K+ 85.35% |
$6.37M - $6.75M
|
246K
$14.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
108K+ 61.57% |
$6.07M - $6.44M
|
284K
$16.5M
|
|
|
Feb 09, 2024
Q4 2023
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
108KNew |
$6.07M - $6.43M
|
108K
$6.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
106KNew |
$5.94M - $6.3M
|
106K
$6.17M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
104KNew |
$5.85M - $6.2M
|
104K
$6.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
104KNew |
$5.82M - $6.16M
|
104K
$6.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
97.5KNew |
$5.48M - $5.8M
|
97.5K
$5.69M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
97.1K+ 33.13% |
$5.45M - $5.78M
|
390K
$22.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
95.2K+ 44.99% |
$5.34M - $5.66M
|
307K
$17.9M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
94.7KNew |
$5.32M - $5.64M
|
94.7K
$5.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Rainwater Charitable Foundation
|
BUY
|
- |
89K+ 31.78% |
$4.99M - $5.29M
|
369K
$21.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
88.3K+ 8.96% |
$4.96M - $5.26M
|
1.07M
$62.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
78.6K+ 199.75% |
$4.41M - $4.68M
|
118K
$6.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
77.6KNew |
$4.36M - $4.62M
|
77.6K
$4.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
76.9K+ 25.89% |
$4.32M - $4.57M
|
374K
$21.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
76.3KNew |
$4.28M - $4.54M
|
76.3K
$4.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
76.1K+ 4.19% |
$4.27M - $4.53M
|
1.89M
$110M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
75.2K+ 689.24% |
$4.22M - $4.47M
|
86.1K
$5.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
74.9K+ 9.37% |
$4.2M - $4.45M
|
874K
$50.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
73.8KNew |
$4.14M - $4.39M
|
73.8K
$4.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
64.7KNew |
$3.63M - $3.85M
|
64.7K
$3.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
64K+ 82.94% |
$3.59M - $3.81M
|
141K
$8.23M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
63.5K+ 12.35% |
$3.56M - $3.78M
|
577K
$33.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
61.9K+ 81.63% |
$3.48M - $3.68M
|
138K
$8.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
61.3K+ 64.53% |
$3.44M - $3.65M
|
156K
$9.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
61.2K+ 114.07% |
$3.44M - $3.64M
|
115K
$6.69M
|
|
|
Jan 04, 2024
Q4 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
60.7KNew |
$3.41M - $3.61M
|
60.7K
$3.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
60.4KNew |
$3.39M - $3.59M
|
60.4K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
59.7K+ 51.89% |
$3.35M - $3.56M
|
175K
$10.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
58.6KNew |
$3.29M - $3.49M
|
58.6K
$3.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
57.9K+ 12.94% |
$3.25M - $3.45M
|
506K
$29.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
57K+ 603.38% |
$3.2M - $3.39M
|
66.5K
$3.88M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
56.8KNew |
$3.19M - $3.38M
|
56.8K
$3.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
56.1KNew |
$3.15M - $3.34M
|
56.1K
$3.27M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
55.4KNew |
$3.11M - $3.3M
|
55.4K
$3.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
54.9K+ 129.02% |
$3.08M - $3.27M
|
97.4K
$5.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
54.1KNew |
$3.04M - $3.22M
|
54.1K
$3.15M
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
53.7K+ 35.29% |
$3.02M - $3.2M
|
206K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
53.6K+ 71.04% |
$3.01M - $3.19M
|
129K
$7.53M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
52.9KNew |
$2.97M - $3.15M
|
52.9K
$3.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
50.4KNew |
$2.83M - $3M
|
50.4K
$2.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
49.9K+ 333.6% |
$2.8M - $2.97M
|
64.9K
$3.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
47.9K+ 12.24% |
$2.69M - $2.85M
|
439K
$25.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
46.6K+ 6.3% |
$2.62M - $2.77M
|
786K
$45.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
46.4K+ 4546.23% |
$2.61M - $2.76M
|
47.4K
$2.77M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
45.8KNew |
$2.57M - $2.72M
|
45.8K
$2.67M
|