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 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
45K+ 879.43% |
$2.53M - $2.68M
|
50.1K
$2.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
44.4K+ 11.73% |
$2.49M - $2.64M
|
423K
$24.6M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
41.5KNew |
$2.33M - $2.47M
|
41.5K
$2.42M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
41.2K+ 23.41% |
$2.31M - $2.45M
|
217K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41K+ 10.83% |
$2.3M - $2.44M
|
419K
$24.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
40.6K+ 485.2% |
$2.28M - $2.42M
|
49K
$2.86M
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
39KNew |
$2.19M - $2.32M
|
39K
$2.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
37.8K+ 13.63% |
$2.12M - $2.25M
|
315K
$18.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
37.2K+ 39.37% |
$2.09M - $2.21M
|
132K
$7.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
36.5K+ 294.61% |
$2.05M - $2.17M
|
48.8K
$2.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
35.9KNew |
$2.01M - $2.13M
|
35.9K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.4KNew |
$1.99M - $2.1M
|
35.4K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
33.2K+ 34.41% |
$1.86M - $1.98M
|
130K
$7.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
32.5K+ 4.95% |
$1.83M - $1.93M
|
689K
$40.2M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
32.4K+ 478.81% |
$1.82M - $1.93M
|
39.2K
$2.28M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
31.9K+ 104.74% |
$1.79M - $1.9M
|
62.3K
$3.63M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
31.7K+ 14.14% |
$1.78M - $1.89M
|
256K
$14.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
31.4K+ 2.64% |
$1.76M - $1.87M
|
1.22M
$71.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.1K+ 13.81% |
$1.75M - $1.85M
|
256K
$14.9M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30.7KNew |
$1.72M - $1.83M
|
30.7K
$1.79M
|
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
BUY
|
- |
30.7K+ 92.34% |
$1.72M - $1.82M
|
63.9K
$3.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
30.1KNew |
$1.69M - $1.79M
|
30.1K
$1.75M
|
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
29.5K+ 364.61% |
$1.66M - $1.75M
|
37.6K
$2.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
28.6KNew |
$1.6M - $1.7M
|
28.6K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
28.2K+ 58.89% |
$1.58M - $1.68M
|
76K
$4.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28K+ 7.58% |
$1.57M - $1.67M
|
398K
$23.2M
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
27.9K+ 21.27% |
$1.57M - $1.66M
|
159K
$9.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
27.8KNew |
$1.56M - $1.65M
|
27.8K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
27.2KNew |
$1.53M - $1.62M
|
27.2K
$1.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
27.1KNew |
$1.52M - $1.61M
|
27.1K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
26.9KNew |
$1.51M - $1.6M
|
26.9K
$1.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
26.6K+ 275.71% |
$1.49M - $1.58M
|
36.2K
$2.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
25K+ 3.81% |
$1.4M - $1.49M
|
681K
$39.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
24.1KNew |
$1.35M - $1.43M
|
24.1K
$1.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
24.1K+ 58.1% |
$1.35M - $1.43M
|
65.5K
$3.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Tiff Advisory Services Inc
|
BUY
|
- |
21.2KNew |
$1.19M - $1.26M
|
21.2K
$1.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
21.2KNew |
$1.19M - $1.26M
|
21.2K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
21.2KNew |
$1.19M - $1.26M
|
21.2K
$1.23M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
21.2KNew |
$1.19M - $1.26M
|
21.2K
$1.23M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
20.3K+ 126762.5% |
$1.14M - $1.21M
|
20.3K
$1.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
20.1KNew |
$1.13M - $1.2M
|
20.1K
$1.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
20K+ 9.9% |
$1.12M - $1.19M
|
222K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
19.7KNew |
$1.11M - $1.17M
|
19.7K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
19.4K+ 3.28% |
$1.09M - $1.15M
|
610K
$35.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
BUY
|
- |
18.9K+ 22.06% |
$1.06M - $1.12M
|
105K
$6.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
18.9K+ 35.64% |
$1.06M - $1.12M
|
71.7K
$4.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
18.7KNew |
$1.05M - $1.11M
|
18.7K
$1.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
18.7K+ 1.51% |
$1.05M - $1.11M
|
1.26M
$73.3M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
18.2K+ 47.96% |
$1.02M - $1.09M
|
56.3K
$3.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17.1K+ 21.32% |
$962K - $1.02M
|
97.5K
$5.68M
|