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 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
17K+ 94.35% |
$955K - $1.01M
|
35K
$2.04M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
16.8K+ 21.5% |
$944K - $1M
|
95.1K
$5.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
16.6KNew |
$932K - $988K
|
16.6K
$968K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
16.2KNew |
$909K - $963K
|
16.2K
$944K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16.1KNew |
$902K - $956K
|
16.1K
$936K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
15.9K+ 16.57% |
$895K - $948K
|
112K
$6.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
15.5KNew |
$871K - $923K
|
15.5K
$904K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
15.5KNew |
$869K - $921K
|
15.5K
$902K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
15.4K+ 84.11% |
$863K - $914K
|
33.6K
$1.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
15.3K+ 407.83% |
$857K - $908K
|
19K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
15.1K+ 60.57% |
$849K - $900K
|
40.1K
$2.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
15.1KNew |
$848K - $899K
|
15.1K
$880K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.1K+ 9.33% |
$845K - $896K
|
176K
$10.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Libra Wealth LLC
|
BUY
|
- |
14.8K+ 2.24% |
$830K - $880K
|
674K
$39.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
BUY
|
- |
14.8KNew |
$828K - $878K
|
14.8K
$860K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
14.6KNew |
$819K - $868K
|
14.6K
$850K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
14.3K+ 4.31% |
$802K - $850K
|
345K
$20.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
14K+ 128.55% |
$784K - $831K
|
24.8K
$1.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
13.9KNew |
$778K - $825K
|
13.9K
$808K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.6K+ 52.5% |
$763K - $809K
|
39.5K
$2.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
13.3K+ 71.78% |
$749K - $794K
|
31.9K
$1.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
13.2KNew |
$742K - $787K
|
13.2K
$770K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
12.7K+ 422.76% |
$712K - $755K
|
15.7K
$914K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12.5K+ 46.41% |
$700K - $742K
|
39.3K
$2.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
12.3KNew |
$690K - $732K
|
12.3K
$717K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.2K+ 60.41% |
$685K - $726K
|
32.4K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
12.2K+ 22.16% |
$682K - $723K
|
67K
$3.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.1K+ 15.62% |
$680K - $721K
|
89.7K
$5.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
12K+ 85.57% |
$674K - $714K
|
26K
$1.52M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
11.9KNew |
$669K - $709K
|
11.9K
$695K
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
11.8KNew |
$660K - $700K
|
11.8K
$685K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
11.5K+ 7.81% |
$648K - $686K
|
159K
$9.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.2K+ 1.18% |
$627K - $664K
|
956K
$55.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
11.1K+ 17.47% |
$625K - $663K
|
74.9K
$4.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11KNew |
$616K - $653K
|
11K
$640K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
10.8K+ 29.94% |
$605K - $641K
|
46.8K
$2.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.7K+ 49.79% |
$600K - $636K
|
32.1K
$1.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
10.4K+ 39.91% |
$584K - $619K
|
36.5K
$2.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10.2K+ 14.28% |
$572K - $607K
|
81.6K
$4.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.89KNew |
$555K - $588K
|
9.89K
$576K
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
9.68KNew |
$543K - $576K
|
9.68K
$564K
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.65KNew |
$542K - $574K
|
9.65K
$563K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.57K+ 142.5% |
$537K - $570K
|
16.3K
$949K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
9.49K+ 5.67% |
$533K - $564K
|
177K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.29K+ 7.5% |
$521K - $553K
|
133K
$7.75M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
9.24KNew |
$519K - $550K
|
9.24K
$538K
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
8.89K+ 7.18% |
$499K - $529K
|
133K
$7.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.64K+ 32.71% |
$485K - $514K
|
35.1K
$2.04M
|
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
8.52K+ 34.64% |
$478K - $507K
|
33.1K
$1.93M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
8.39KNew |
$471K - $499K
|
8.39K
$489K
|