Purchases and Sales Made in Q1 2023 in Vanguard Intermediate Term Cor (VCIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Cor (VCIT) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD INTERMEDIATE-TERM COR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
59New |
$4.56K - $4.8K
|
59
$4.88K
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
55+ 1.43% |
$4.25K - $4.47K
|
3.89K
$322K
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.53% |
$3.48K - $3.66K
|
8.49K
$702K
|
|
Mar 12, 2024
Q1 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
45+ 0.1% |
$3.48K - $3.66K
|
43.7K
$3.61M
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
41+ 6.87% |
$3.17K - $3.34K
|
638
$52.7K
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
39New |
$3.01K - $3.17K
|
39
$3.22K
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 0.62% |
$3.01K - $3.17K
|
6.35K
$525K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
33New |
$2.55K - $2.68K
|
33
$2.73K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
31+ 281.82% |
$2.39K - $2.52K
|
42
$3.47K
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
27+ 0.61% |
$2.09K - $2.2K
|
4.45K
$367K
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
26+ 0.43% |
$2.01K - $2.12K
|
6.04K
$499K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
24+ 0.57% |
$1.85K - $1.95K
|
4.21K
$348K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
21New |
$1.62K - $1.71K
|
21
$1.74K
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
20+ 0.43% |
$1.54K - $1.63K
|
4.68K
$386K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
19New |
$1.47K - $1.55K
|
19
$1.57K
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
19+ 0.48% |
$1.47K - $1.55K
|
3.97K
$328K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
15New |
$1.16K - $1.22K
|
15
$1.24K
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
15+ 214.29% |
$1.16K - $1.22K
|
22
$1.82K
|
|
May 19, 2025
Q1 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
14+ 2.13% |
$1.08K - $1.14K
|
672
$55.5K
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
12+ 0.14% |
$927 - $976
|
8.65K
$715K
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
12+ 32.43% |
$927 - $976
|
49
$4.05K
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
12+ 7.06% |
$927 - $976
|
182
$15K
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
10+ 0.59% |
$772 - $814
|
1.7K
$140K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
10+ 38.46% |
$772 - $814
|
36
$2.98K
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
7+ 0.45% |
$541 - $569
|
1.57K
$130K
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
6+ 0.03% |
$463 - $488
|
19.8K
$1.63M
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.56% |
$386 - $407
|
900
$74.4K
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
5+ 2.7% |
$386 - $407
|
190
$15.7K
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
5+ 2.7% |
$386 - $407
|
190
$15.7K
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5+ 0.19% |
$386 - $407
|
2.63K
$217K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
5+ 0.97% |
$386 - $407
|
519
$42.9K
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.04% |
$232 - $244
|
8.38K
$692K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.6% |
$232 - $244
|
499
$41.2K
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2+ 0.05% |
$154 - $163
|
3.79K
$313K
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
2+ 0.06% |
$154 - $163
|
3.12K
$258K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.37% |
$154 - $163
|
543
$44.9K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2+ 0.06% |
$154 - $163
|
3.46K
$286K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.05% |
$77.2 - $81.4
|
2.15K
$177K
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 0.49% |
$77.2 - $81.4
|
203
$16.8K
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1- 0.01% |
$77.2 - $81.4
|
10.3K
$853K
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-2- 0.04% |
$154 - $163
|
4.69K
$387K
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2- 16.67% |
$154 - $163
|
10
$826
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-10- 9.26% |
$772 - $814
|
98
$8.1K
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-14- 0.9% |
$1.08K - $1.14K
|
1.55K
$128K
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-14- 1.85% |
$1.08K - $1.14K
|
743
$61.4K
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-18- 0.4% |
$1.39K - $1.46K
|
4.48K
$370K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-18- 0.27% |
$1.39K - $1.46K
|
6.6K
$545K
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-19- 0.09% |
$1.47K - $1.55K
|
21K
$1.74M
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-21- 1.7% |
$1.62K - $1.71K
|
1.21K
$100K
|