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 19, 2024
Q4 2023
|
Marks Wealth, LLC
|
BUY
|
- |
4.25KNew |
$239K - $253K
|
4.25K
$248K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
4.21KNew |
$236K - $250K
|
4.21K
$245K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.17K+ 3.57% |
$234K - $248K
|
121K
$7.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.11K+ 14.78% |
$231K - $245K
|
31.9K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.11KNew |
$230K - $244K
|
4.11K
$239K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.1K+ 7.64% |
$230K - $244K
|
57.8K
$3.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.09KNew |
$229K - $243K
|
4.09K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4.02KNew |
$225K - $239K
|
4.02K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4K+ 55.56% |
$225K - $238K
|
11.2K
$653K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.91KNew |
$219K - $233K
|
3.91K
$228K
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
3.87KNew |
$217K - $230K
|
3.87K
$225K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.83K+ 20.55% |
$215K - $228K
|
22.4K
$1.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.76KNew |
$211K - $224K
|
3.76K
$219K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.68KNew |
$207K - $219K
|
3.68K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.64KNew |
$204K - $217K
|
3.64K
$212K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
3.52K+ 49.72% |
$197K - $209K
|
10.6K
$617K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.48K+ 82.57% |
$195K - $207K
|
7.69K
$448K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.47KNew |
$195K - $206K
|
3.47K
$202K
|
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
3.46KNew |
$194K - $206K
|
3.46K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.42KNew |
$192K - $204K
|
3.42K
$199K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.4KNew |
$191K - $202K
|
3.4K
$198K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.4K+ 8.09% |
$191K - $202K
|
45.4K
$2.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
3.4KNew |
$191K - $202K
|
3.4K
$198K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
BUY
|
- |
3.34K+ 3.49% |
$188K - $199K
|
99.1K
$5.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.29KNew |
$184K - $195K
|
3.29K
$191K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.16K+ 20.89% |
$178K - $188K
|
18.3K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.16K+ 2.78% |
$177K - $188K
|
117K
$6.81M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
3.11KNew |
$174K - $185K
|
3.11K
$181K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.1K+ 13.2% |
$174K - $185K
|
26.6K
$1.55M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3KNew |
$168K - $179K
|
3K
$175K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3KNew |
$168K - $179K
|
3K
$175K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.96K+ 56.78% |
$166K - $176K
|
8.17K
$476K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.86K+ 27.53% |
$161K - $170K
|
13.3K
$773K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.82K+ 47.94% |
$159K - $168K
|
8.72K
$508K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
2.74K+ 7.43% |
$154K - $163K
|
39.6K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.72K+ 48.38% |
$153K - $162K
|
8.34K
$486K
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.65KNew |
$149K - $158K
|
2.65K
$155K
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2.64K+ 2.27% |
$148K - $157K
|
119K
$6.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.58K+ 12.99% |
$145K - $154K
|
22.4K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.57KNew |
$144K - $153K
|
2.57K
$150K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.38K+ 11.32% |
$134K - $142K
|
23.4K
$1.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.25K+ 10.31% |
$126K - $134K
|
24K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.24K+ 18.06% |
$125K - $133K
|
14.6K
$852K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.18KNew |
$122K - $130K
|
2.18K
$127K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.15K+ 300.7% |
$121K - $128K
|
2.87K
$167K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.12K+ 23.6% |
$119K - $126K
|
11.1K
$648K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.1KNew |
$118K - $125K
|
2.1K
$123K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.08K+ 309.05% |
$117K - $124K
|
2.76K
$161K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.01K+ 1.04% |
$113K - $119K
|
194K
$11.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.92K+ 11.4% |
$108K - $114K
|
18.7K
$1.09M
|