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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
48+ 1.38% |
$2.74K - $2.86K
|
3.53K
$206K
|
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-62.8K- 97.06% |
$3.59M - $3.75M
|
1.9K
$111K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-145- 4.11% |
$8.29K - $8.65K
|
3.38K
$197K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
178New |
$10.2K - $10.6K
|
178
$10.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
78New |
$4.46K - $4.65K
|
78
$4.55K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
115New |
$6.57K - $6.86K
|
115
$6.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
4.62KNew |
$264K - $275K
|
4.62K
$269K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-9.36K- 18.52% |
$535K - $559K
|
41.2K
$2.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
239New |
$13.7K - $14.3K
|
239
$13.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
585New |
$33.4K - $34.9K
|
585
$34.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.32K- 11.24% |
$189K - $198K
|
26.2K
$1.53M
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
104New |
$6K - $6.48K
|
104
$6.06K
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-67- 1.47% |
$3.87K - $4.18K
|
4.49K
$262K
|
|
|
Nov 14, 2022
Q3 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-141- 2.29% |
$8.14K - $8.79K
|
6.01K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
4.05K+ 30.93% |
$234K - $252K
|
17.1K
$999K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
5.37K+ 74.95% |
$310K - $335K
|
12.5K
$730K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
39New |
$2.25K - $2.43K
|
39
$2.27K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
140+ 0.84% |
$8.08K - $8.72K
|
16.8K
$978K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
891New |
$51.4K - $55.5K
|
891
$51.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
850New |
$49.1K - $53K
|
850
$49.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
505New |
$29.2K - $31.5K
|
505
$29.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 7.53% |
$74.7K - $80.6K
|
15.9K
$927K
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.05K- 69.92% |
$60.8K - $65.6K
|
453
$26.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
53+ 0.56% |
$3.06K - $3.3K
|
9.59K
$559K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
1.45KNew |
$83.7K - $90.4K
|
1.45K
$84.5K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
34New |
$1.96K - $2.12K
|
34
$1.98K
|
|
|
Nov 02, 2022
Q3 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-81- 1.18% |
$4.68K - $5.05K
|
6.77K
$395K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-240- 17.42% |
$13.9K - $15K
|
1.14K
$66.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.33KNew |
$481K - $519K
|
8.33K
$485K
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.38KNew |
$368K - $397K
|
6.38K
$372K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
64New |
$3.69K - $3.99K
|
64
$3.73K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
102New |
$5.89K - $6.36K
|
102
$5.95K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
25New |
$1.44K - $1.56K
|
25
$1.46K
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
5.78KNew |
$334K - $360K
|
5.78K
$337K
|
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-26.4K- 70.29% |
$1.52M - $1.64M
|
11.1K
$649K
|
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
144KNew |
$8.33M - $8.99M
|
144K
$8.41M
|
|
|
Oct 17, 2022
Q3 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
5.25KNew |
$303K - $327K
|
5.25K
$306K
|
|
|
Oct 14, 2022
Q3 2022
|
Moulton Wealth Management, Inc
|
BUY
|
- |
7.7KNew |
$445K - $480K
|
7.7K
$449K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.9K- 22.42% |
$168K - $181K
|
10K
$586K
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-101- 19.69% |
$5.83K - $6.29K
|
412
$24K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-36KClosed |
$2.13M - $2.25M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-80- 22.86% |
$4.75K - $5K
|
270
$15.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
15.8KNew |
$937K - $986K
|
15.8K
$920K
|
|
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
90.5KNew |
$5.37M - $5.66M
|
90.5K
$5.28M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-90.7KClosed |
$5.38M - $5.67M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-6.67KClosed |
$396K - $417K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.41KNew |
$202K - $213K
|
3.41K
$199K
|
|
|
Aug 10, 2022
Q2 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-11.9KClosed |
$704K - $742K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-63Closed |
$3.74K - $3.94K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-3.04K- 11.31% |
$180K - $190K
|
23.8K
$1.39M
|
|