Latest Institutional Transactions on Vanguard Intermediate Term Tre (VGIT)
This table provides information on the latest institutional transactions involving Vanguard Intermediate Term Tre (VGIT) 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 |
|---|---|---|---|---|---|---|---|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.44KNew |
$83.1K - $87K
|
1.44K
$83.9K
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
30KNew |
$1.73M - $1.81M
|
30K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-104- 0.56% |
$6K - $6.28K
|
18.6K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.31K+ 8.63% |
$75.7K - $79.2K
|
16.5K
$963K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
17.4K+ 38.28% |
$1M - $1.05M
|
62.8K
$3.66M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.95KNew |
$113K - $118K
|
1.95K
$114K
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
6.9KNew |
$398K - $417K
|
6.9K
$402K
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
83.3KNew |
$4.81M - $5.03M
|
83.3K
$4.86M
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
7.93KNew |
$458K - $479K
|
7.93K
$462K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-184- 4.67% |
$10.6K - $11.1K
|
3.76K
$219K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
34.6K+ 46.39% |
$2M - $2.09M
|
109K
$6.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
6.55KNew |
$378K - $396K
|
6.55K
$382K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.91% |
$57.7 - $60.4
|
111
$6.47K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
140New |
$8.08K - $8.45K
|
140
$8.16K
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-220K- 96.77% |
$12.7M - $13.3M
|
7.34K
$428K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-85- 4.5% |
$4.91K - $5.13K
|
1.8K
$105K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.4K+ 20.31% |
$80.6K - $84.4K
|
8.28K
$482K
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
738+ 20.21% |
$42.6K - $44.6K
|
4.39K
$256K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.46K+ 8.13% |
$142K - $149K
|
32.7K
$1.91M
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
28.1KNew |
$1.62M - $1.7M
|
28.1K
$1.64M
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
50.6KNew |
$2.92M - $3.06M
|
50.6K
$2.95M
|
|
| Q4 2022 | |||||||
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
476K+ 132.46% |
$27.2M - $28.4M
|
835K
$48.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-172K- 97.72% |
$9.81M - $10.2M
|
4.01K
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
27.6K+ 26.04% |
$1.58M - $1.65M
|
134K
$7.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.02KNew |
$401K - $419K
|
7.02K
$409K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
978New |
$55.9K - $58.4K
|
978
$57K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
40.5KNew |
$2.31M - $2.41M
|
40.5K
$2.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
210New |
$12K - $12.5K
|
210
$12.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
25New |
$1.43K - $1.49K
|
25
$1.46K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
11.1MNew |
$632M - $660M
|
11.1M
$645M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
46.7K+ 49.47% |
$2.67M - $2.79M
|
141K
$8.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
54.4KNew |
$3.11M - $3.25M
|
54.4K
$3.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
339+ 100.0% |
$19.4K - $20.2K
|
678
$39.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
4.69KNew |
$268K - $280K
|
4.69K
$273K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
390New |
$22.3K - $23.3K
|
390
$22.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-85- 11.89% |
$4.86K - $5.07K
|
630
$36.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
647New |
$37K - $38.6K
|
647
$37.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
3.91KNew |
$223K - $233K
|
3.91K
$228K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
175New |
$10K - $10.4K
|
175
$10.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
72.3K+ 64.07% |
$4.13M - $4.32M
|
185K
$10.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
219New |
$12.5K - $13.1K
|
219
$12.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.85KNew |
$106K - $111K
|
1.85K
$108K
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
4.94KNew |
$282K - $295K
|
4.94K
$288K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-578- 51.29% |
$33K - $34.5K
|
549
$32K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-354- 4.13% |
$20.2K - $21.1K
|
8.22K
$479K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$57.1 - $59.7
|
13.1K
$765K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
7.8KNew |
$445K - $465K
|
7.8K
$454K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
3.22KNew |
$184K - $192K
|
3.22K
$187K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-123- 85.42% |
$7.03K - $7.34K
|
21
$1.22K
|
|