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 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.87K+ 29.81% |
$105K - $111K
|
8.13K
$474K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.72KNew |
$96.4K - $102K
|
1.72K
$100K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.64K+ 21.74% |
$92K - $97.5K
|
9.18K
$535K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.59K+ 0.24% |
$89K - $94.3K
|
665K
$38.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.5K+ 1.84% |
$84.2K - $89.2K
|
83.1K
$4.85M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.47KNew |
$82.7K - $87.7K
|
1.47K
$85.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.46K+ 2.23% |
$82K - $86.9K
|
67K
$3.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.42K+ 140.71% |
$79.6K - $84.3K
|
2.42K
$141K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.42K+ 67.08% |
$79.5K - $84.3K
|
3.53K
$206K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
1.42KNew |
$79.5K - $84.3K
|
1.42K
$82.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.35K+ 2.42% |
$75.6K - $80.2K
|
56.9K
$3.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.24K+ 1.9% |
$69.3K - $73.5K
|
66.2K
$3.86M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.23K+ 4.26% |
$69.2K - $73.4K
|
30.1K
$1.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.18K+ 2.75% |
$66.5K - $70.5K
|
44.2K
$2.58M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.18KNew |
$66K - $70K
|
1.18K
$68.5K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.18KNew |
$66K - $69.9K
|
1.18K
$68.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.11K+ 8.05% |
$62.6K - $66.3K
|
15K
$872K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.11KNew |
$62.5K - $66.2K
|
1.11K
$64.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.11K+ 20.83% |
$62.1K - $65.8K
|
6.42K
$374K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.1K+ 65.62% |
$61.9K - $65.6K
|
2.78K
$162K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.1KNew |
$61.8K - $65.5K
|
1.1K
$64.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.09K+ 3.56% |
$61.1K - $64.8K
|
31.7K
$1.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.06K+ 8.3% |
$59.5K - $63.1K
|
13.8K
$806K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.05KNew |
$59K - $62.5K
|
1.05K
$61.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
1.02K+ 18.06% |
$57.1K - $60.5K
|
6.65K
$387K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
994+ 15.96% |
$55.8K - $59.2K
|
7.22K
$421K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
883+ 155.18% |
$49.6K - $52.5K
|
1.45K
$84.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
877New |
$49.2K - $52.2K
|
877
$51.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
866+ 53.36% |
$48.6K - $51.5K
|
2.49K
$145K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
848New |
$47.6K - $50.5K
|
848
$49.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
836+ 11.85% |
$46.9K - $49.8K
|
7.89K
$460K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
831+ 14.84% |
$46.7K - $49.5K
|
6.43K
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
828+ 3.99% |
$46.5K - $49.3K
|
21.6K
$1.26M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
820+ 4.53% |
$46K - $48.8K
|
18.9K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
818+ 1.87% |
$45.9K - $48.7K
|
44.6K
$2.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
816+ 0.99% |
$45.8K - $48.6K
|
83.1K
$4.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
801+ 3.67% |
$45K - $47.7K
|
22.6K
$1.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
769+ 9.15% |
$43.2K - $45.8K
|
9.17K
$535K
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
755+ 2.15% |
$42.4K - $44.9K
|
35.9K
$2.09M
|
|
|
Aug 28, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
753+ 11.92% |
$42.3K - $44.8K
|
7.07K
$412K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
701New |
$39.4K - $41.7K
|
701
$40.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
683+ 6.44% |
$38.4K - $40.6K
|
11.3K
$658K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
678+ 3.9% |
$38.1K - $40.3K
|
18.1K
$1.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
652+ 11.82% |
$36.6K - $38.8K
|
6.17K
$359K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
635+ 3.64% |
$35.7K - $37.8K
|
18.1K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
611New |
$34.3K - $36.4K
|
611
$35.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
610+ 12.15% |
$34.3K - $36.3K
|
5.63K
$328K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
575+ 0.53% |
$32.3K - $34.2K
|
108K
$6.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
574+ 5.49% |
$32.2K - $34.2K
|
11K
$643K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
500+ 60.24% |
$28.1K - $29.8K
|
1.33K
$77.5K
|