Latest Institutional Transactions on Vanguard Intermediate Term Cor (VCIT)
This table provides information on the latest institutional transactions involving Vanguard Intermediate Term Cor (VCIT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-5.41K- 9.54% |
$429K - $455K
|
51.3K
$4.12M
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.12KNew |
$406K - $430K
|
5.12K
$411K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.12K- 2.0% |
$89K - $94.4K
|
55K
$4.41M
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
82+ 2733.33% |
$6.5K - $6.89K
|
85
$6.82K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.95K- 0.19% |
$155K - $164K
|
1.05M
$84.4M
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.87K- 14.39% |
$386K - $409K
|
28.9K
$2.32M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.09K+ 13.64% |
$482K - $511K
|
50.7K
$4.07M
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.34KNew |
$106K - $113K
|
1.34K
$108K
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
18.8K+ 140.87% |
$1.49M - $1.58M
|
32.1K
$2.57M
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-50- 0.5% |
$3.96K - $4.2K
|
10K
$806K
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-93- 0.73% |
$7.37K - $7.81K
|
12.7K
$1.02M
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
28K+ 4.11% |
$2.22M - $2.36M
|
710K
$57M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.09K+ 0.57% |
$86.6K - $91.7K
|
194K
$15.5M
|
|
Oct 31, 2024
Q3 2024
|
Chandler Asset Management, Inc.
|
BUY
|
- |
155+ 1.27% |
$12.3K - $13K
|
12.3K
$989K
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-17.6K- 20.51% |
$1.39M - $1.48M
|
68.1K
$5.46M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.37K- 1.54% |
$267K - $283K
|
216K
$17.3M
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
16K+ 19.62% |
$1.27M - $1.35M
|
97.7K
$7.84M
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-54- 1.11% |
$4.28K - $4.54K
|
4.79K
$385K
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-694- 9.11% |
$55K - $58.3K
|
6.92K
$555K
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
590KNew |
$46.8M - $49.6M
|
590K
$47.3M
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.86K+ 3.49% |
$306K - $324K
|
114K
$9.18M
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.03K+ 13.35% |
$81.6K - $86.5K
|
8.74K
$701K
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.45K+ 17.41% |
$590K - $626K
|
50.2K
$4.03M
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
322+ 2.29% |
$25.5K - $27.1K
|
14.4K
$1.15M
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-18- 0.1% |
$1.43K - $1.51K
|
17.7K
$1.42M
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-51.6K- 13.72% |
$4.09M - $4.33M
|
324K
$26M
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-4.44K- 43.72% |
$352K - $373K
|
5.72K
$459K
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
31.1K+ 2.69% |
$2.46M - $2.61M
|
1.18M
$95M
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
10.2KNew |
$808K - $856K
|
10.2K
$817K
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
546+ 2.47% |
$43.3K - $45.9K
|
22.6K
$1.81M
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.73K+ 20.29% |
$455K - $482K
|
34K
$2.73M
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.97KNew |
$236K - $250K
|
2.97K
$238K
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
40.3K+ 2691.32% |
$3.19M - $3.39M
|
41.8K
$3.35M
|
|
Oct 30, 2024
Q3 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
46.8K+ 40.28% |
$3.71M - $3.93M
|
163K
$13.1M
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-273- 2.72% |
$21.6K - $22.9K
|
9.76K
$783K
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
8.1K+ 4.06% |
$642K - $680K
|
207K
$16.6M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.62K- 24.68% |
$208K - $220K
|
8K
$642K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.72K+ 9.24% |
$295K - $313K
|
44K
$3.53M
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8.65K+ 11.73% |
$686K - $727K
|
82.4K
$6.62M
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
29.5K+ 6.22% |
$2.34M - $2.48M
|
503K
$40.4M
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
811+ 1.43% |
$64.3K - $68.1K
|
57.5K
$4.61M
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.01K+ 37.27% |
$80.3K - $85.1K
|
3.73K
$299K
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3+ 3.06% |
$238 - $252
|
101
$8.1K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
147K+ 177.45% |
$11.7M - $12.3M
|
230K
$18.4M
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
13.3K+ 7.08% |
$1.05M - $1.12M
|
201K
$16.1M
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
9.76KNew |
$774K - $820K
|
9.76K
$783K
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
166+ 5.4% |
$13.2K - $13.9K
|
3.24K
$260K
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-40.4K- 10.87% |
$3.21M - $3.4M
|
331K
$26.6M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
735+ 7.9% |
$58.3K - $61.8K
|
10K
$805K
|