Purchases and Sales Made in Q4 2023 in Vanguard Intermediate Term Cor (VCIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Cor (VCIT) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
300New |
$22.1K - $24.5K
|
300
$23.8K
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
298+ 1.54% |
$22K - $24.3K
|
19.6K
$1.56M
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
295New |
$21.8K - $24.1K
|
295
$23.4K
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
295+ 2.74% |
$21.8K - $24.1K
|
11.1K
$877K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
292+ 2.37% |
$21.6K - $23.8K
|
12.6K
$1M
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
285+ 56.32% |
$21K - $23.3K
|
791
$62.8K
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
283+ 0.56% |
$20.9K - $23.1K
|
51.1K
$4.05M
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
282New |
$20.8K - $23K
|
282
$22.4K
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
276New |
$20.4K - $22.5K
|
276
$21.9K
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
275+ 1.19% |
$20.3K - $22.5K
|
23.5K
$1.86M
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
262+ 9.34% |
$19.3K - $21.4K
|
3.07K
$243K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
262New |
$19.3K - $21.4K
|
262
$20.8K
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
248+ 1.26% |
$18.3K - $20.2K
|
19.9K
$1.58M
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
246+ 1.66% |
$18.2K - $20.1K
|
15.1K
$1.2M
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
243New |
$17.9K - $19.8K
|
243
$19.3K
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
242+ 2.62% |
$17.9K - $19.8K
|
9.48K
$753K
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
239+ 0.48% |
$17.6K - $19.5K
|
50.5K
$4.01M
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
227+ 0.48% |
$16.8K - $18.5K
|
47.8K
$3.79M
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
226+ 1.11% |
$16.7K - $18.5K
|
20.6K
$1.63M
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
225+ 1.3% |
$16.6K - $18.4K
|
17.5K
$1.39M
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
209+ 3.42% |
$15.4K - $17.1K
|
6.32K
$502K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
198+ 212.9% |
$14.6K - $16.2K
|
291
$23.1K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
189+ 5.36% |
$14K - $15.4K
|
3.71K
$295K
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
184+ 0.28% |
$13.6K - $15K
|
65.3K
$5.18M
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
183+ 2.86% |
$13.5K - $14.9K
|
6.58K
$522K
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
178+ 4.9% |
$13.1K - $14.5K
|
3.81K
$302K
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
166+ 0.82% |
$12.3K - $13.6K
|
20.4K
$1.62M
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
166+ 1844.44% |
$12.3K - $13.6K
|
175
$13.9K
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
162+ 0.8% |
$12K - $13.2K
|
20.4K
$1.62M
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
161+ 20.8% |
$11.9K - $13.1K
|
935
$74.2K
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
159+ 0.21% |
$11.7K - $13K
|
74.3K
$5.9M
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
154+ 1.39% |
$11.4K - $12.6K
|
11.3K
$894K
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
144New |
$10.6K - $11.8K
|
144
$11.4K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
138+ 22.66% |
$10.2K - $11.3K
|
747
$59.3K
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
132+ 1.16% |
$9.74K - $10.8K
|
11.6K
$917K
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
126+ 1.81% |
$9.3K - $10.3K
|
7.09K
$563K
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
125New |
$9.23K - $10.2K
|
125
$9.92K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
125New |
$9.23K - $10.2K
|
125
$9.92K
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
120+ 1.48% |
$8.86K - $9.8K
|
8.26K
$655K
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
118+ 1.13% |
$8.71K - $9.63K
|
10.5K
$835K
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
114+ 3.81% |
$8.41K - $9.31K
|
3.1K
$246K
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
114+ 0.74% |
$8.41K - $9.31K
|
15.5K
$1.23M
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
108New |
$7.97K - $8.82K
|
108
$8.57K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
101+ 3.35% |
$7.45K - $8.25K
|
3.11K
$247K
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
100+ 1.58% |
$7.38K - $8.16K
|
6.45K
$512K
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
100+ 2.99% |
$7.38K - $8.16K
|
3.44K
$273K
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
98New |
$7.23K - $8K
|
98
$7.78K
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
95+ 3.6% |
$7.01K - $7.76K
|
2.73K
$217K
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
93+ 1.86% |
$6.86K - $7.59K
|
5.09K
$404K
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
90+ 1.37% |
$6.64K - $7.35K
|
6.66K
$529K
|