Purchases and Sales Made in Q4 2023 in Vanguard Intermediate Term Tre (VGIT)

VGIT Quotes by TradingView

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 14, 2024 Q4 2023
Retirement Group, LLC

BUY
 -
36
+ 1.04%
$2.02K - $2.14K
3.5K $204K
Jan 10, 2024 Q4 2023
Ivc Wealth Advisors LLC

BUY
 -
29
+ 0.46%
$1.63K - $1.73K
6.31K $368K
Feb 02, 2024 Q4 2023
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
29
+ 0.79%
$1.63K - $1.73K
3.68K $214K
Aug 08, 2024 Q4 2023
Abound Wealth Management

Franklin, TN
BUY
 -
29
New
$1.63K - $1.73K
29 $1.69K
Jan 23, 2024 Q4 2023
Financial Advisory Service, Inc.

BUY
 -
28
New
$1.57K - $1.67K
28 $1.63K
Feb 13, 2024 Q4 2023
Koss Olinger Consulting, LLC

BUY
 -
25
+ 0.41%
$1.4K - $1.49K
6.14K $358K
Feb 09, 2024 Q4 2023
Nbt Bank N A

BUY
 -
20
New
$1.12K - $1.19K
20 $1.17K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

BUY
 -
20
+ 1.13%
$1.12K - $1.19K
1.8K $105K
Feb 13, 2024 Q4 2023
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
14
+ 1.05%
$786 - $833
1.35K $78.5K
Jan 29, 2024 Q4 2023
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
13
+ 0.27%
$730 - $774
4.81K $280K
Jan 16, 2024 Q4 2023
First Financial Corp

BUY
 -
6
+ 1.14%
$337 - $357
533 $31.1K
Feb 12, 2024 Q4 2023
Strengthening Families & Communities, LLC

BUY
 -
3
+ 1.24%
$168 - $179
245 $14.3K
Jan 17, 2024 Q4 2023
Pfg Investments, LLC

Woodbury, NY
SELL
 -
-9
- 0.25%
$505 - $536
3.59K $209K
Jan 10, 2024 Q4 2023
Focused Wealth Management, Inc

SELL
 -
-11
- 0.25%
$618 - $655
4.32K $252K
Jan 30, 2024 Q4 2023
Guidance Point Advisors, LLC

SELL
 -
-12
- 0.25%
$674 - $714
4.71K $275K
Feb 09, 2024 Q4 2023
H&H Retirement Design & Management Inc

SELL
 -
-13
- 0.18%
$730 - $774
7.29K $425K
Jan 26, 2024 Q4 2023
Avion Wealth

The Woodlands, TX
SELL
 -
-13
- 0.86%
$730 - $774
1.5K $87.5K
Feb 12, 2024 Q4 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-13
- 10.83%
$730 - $774
107 $6.24K
Feb 06, 2024 Q4 2023
Summit Global Investments

Bountiful, UT
SELL
 -
-34
- 0.47%
$1.91K - $2.02K
7.19K $419K
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

SELL
 -
-39
- 2.48%
$2.19K - $2.32K
1.53K $89.2K
Jan 31, 2024 Q4 2023
Hunter Associates Investment Management LLC

Pittsburgh, PA
SELL
 -
-53
- 0.44%
$2.98K - $3.15K
11.9K $695K
Feb 12, 2024 Q4 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
SELL
 -
-66
- 10.44%
$3.71K - $3.93K
566 $33K
Jan 22, 2024 Q4 2023
Drive Wealth Management, LLC

Lehi, UT
SELL
 -
-68
- 1.52%
$3.82K - $4.05K
4.41K $257K
Jul 17, 2024 Q4 2023
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-72
Closed
$4.04K - $4.28K
0 $0
Jan 30, 2024 Q4 2023
Investors Research Corp

SELL
 -
-89
- 26.33%
$5K - $5.3K
249 $14.5K
Feb 05, 2024 Q4 2023
Gilbert & Cook, Inc.

SELL
 -
-91
- 0.74%
$5.11K - $5.42K
12.2K $710K
Feb 13, 2024 Q4 2023
Aptus Capital Advisors, LLC

SELL
 -
-93
- 69.4%
$5.22K - $5.53K
41 $2.39K
Feb 08, 2024 Q4 2023
True Wealth Advisors, LLC

SELL
 -
-106
- 2.99%
$5.95K - $6.31K
3.44K $201K
Feb 09, 2024 Q4 2023
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-106
- 9.75%
$5.95K - $6.31K
981 $57.2K
Feb 01, 2024 Q4 2023
Larson Financial Group LLC

SELL
 -
-119
- 83.22%
$6.68K - $7.08K
24 $1.4K
Feb 08, 2024 Q4 2023
Verity Asset Management, Inc.

Durham, NC
SELL
 -
-120
- 0.57%
$6.74K - $7.14K
21K $1.22M
Feb 07, 2024 Q4 2023
Laraway Financial Advisors Inc

Saint Cloud, MN
SELL
 -
-150
- 0.97%
$8.42K - $8.93K
15.4K $896K
Jan 30, 2024 Q4 2023
Latitude Advisors, LLC

SELL
 -
-160
- 3.58%
$8.98K - $9.52K
4.31K $251K
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

SELL
 -
-165
- 0.72%
$9.26K - $9.82K
22.6K $1.32M
Feb 09, 2024 Q4 2023
Assetmark, Inc

SELL
 -
-165
- 1.99%
$9.26K - $9.82K
8.12K $473K
Jan 23, 2024 Q4 2023
Compass Ion Advisors, LLC

SELL
 -
-183
- 3.07%
$10.3K - $10.9K
5.77K $336K
Jan 11, 2024 Q4 2023
Source Financial Advisors LLC

New York, NY
SELL
 -
-189
- 2.62%
$10.6K - $11.2K
7.03K $410K
Jan 10, 2024 Q4 2023
Pasadena Private Wealth, LLC

Pasadena, CA
SELL
 -
-198
- 0.75%
$11.1K - $11.8K
26.2K $1.53M
Jan 16, 2024 Q4 2023
Global Trust Asset Management, LLC

SELL
 -
-200
- 38.91%
$11.2K - $11.9K
314 $18.3K
Feb 05, 2024 Q4 2023
Avaii Wealth Management, LLC

Appleton, WI
SELL
 -
-202
- 1.29%
$11.3K - $12K
15.4K $900K
Jan 23, 2024 Q4 2023
Davenport & CO LLC

SELL
 -
-217
- 5.89%
$12.2K - $12.9K
3.47K $202K
Jan 18, 2024 Q4 2023
Lauterbach Financial Advisors, LLC

SELL
 -
-240
- 2.25%
$13.5K - $14.3K
10.4K $608K
Feb 09, 2024 Q4 2023
D.A. Davidson & Co.

SELL
 -
-266
- 5.42%
$14.9K - $15.8K
4.64K $271K
Jan 26, 2024 Q4 2023
Sandy Spring Bank

SELL
 -
-273
- 84.0%
$15.3K - $16.2K
52 $3.03K
Jan 25, 2024 Q4 2023
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-310
- 1.46%
$17.4K - $18.4K
20.9K $1.22M
Jan 19, 2024 Q4 2023
Foster Victor Wealth Advisors, LLC

SELL
 -
-318
- 0.54%
$17.9K - $18.9K
58.4K $3.41M
Feb 06, 2024 Q4 2023
Cullen/Frost Bankers, Inc.

SELL
 -
-379
- 9.76%
$21.3K - $22.6K
3.51K $204K
Jan 19, 2024 Q4 2023
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-438
- 5.98%
$24.6K - $26.1K
6.89K $401K
Jan 08, 2024 Q4 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
SELL
 -
-447
- 5.18%
$25.1K - $26.6K
8.19K $477K

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