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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.61KNew |
$212K - $219K
|
3.61K
$214K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.58KNew |
$268K - $278K
|
4.58K
$271K
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
BUY
|
- |
13.2K+ 134.48% |
$776K - $803K
|
23.1K
$1.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.53K+ 3.95% |
$89.4K - $92.6K
|
40.2K
$2.38M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
461+ 461.0% |
$27K - $28K
|
561
$33.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
3.86KNew |
$226K - $234K
|
3.86K
$229K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
162KNew |
$9.49M - $9.82M
|
162K
$9.59M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
79KNew |
$4.63M - $4.79M
|
79K
$4.68M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.64K- 57.76% |
$155K - $160K
|
1.93K
$114K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
46.7KNew |
$2.74M - $2.83M
|
46.7K
$2.77M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
22.9KNew |
$1.34M - $1.39M
|
22.9K
$1.36M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
750+ 5.56% |
$44K - $45.5K
|
14.2K
$844K
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
4.24KNew |
$248K - $257K
|
4.24K
$251K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.87K- 39.82% |
$403K - $417K
|
10.4K
$615K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
92New |
$5.39K - $5.58K
|
92
$5.45K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
456New |
$26.7K - $27.7K
|
456
$27K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
BUY
|
- |
59.5K+ 48.85% |
$3.48M - $3.61M
|
181K
$10.7M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-1.06K- 16.08% |
$62.3K - $64.5K
|
5.55K
$329K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-24.7K- 58.1% |
$1.45M - $1.5M
|
17.8K
$1.05M
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
BUY
|
- |
204New |
$12K - $12.4K
|
204
$12.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6.59KNew |
$386K - $400K
|
6.59K
$390K
|
|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-13.6KClosed |
$784K - $820K
|
0
$0
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
383+ 3.37% |
$22.1K - $23.1K
|
11.8K
$697K
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.44KNew |
$83.1K - $87K
|
1.44K
$85.3K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.31K+ 8.63% |
$75.7K - $79.2K
|
16.5K
$979K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.95KNew |
$113K - $118K
|
1.95K
$116K
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
6.9KNew |
$398K - $417K
|
6.9K
$409K
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
83.3KNew |
$4.81M - $5.03M
|
83.3K
$4.94M
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
7.93KNew |
$458K - $479K
|
7.93K
$470K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-184- 4.67% |
$10.6K - $11.1K
|
3.76K
$223K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
34.6K+ 46.39% |
$2M - $2.09M
|
109K
$6.47M
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
6.55KNew |
$378K - $396K
|
6.55K
$388K
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-220K- 96.77% |
$12.7M - $13.3M
|
7.34K
$435K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.4K+ 20.31% |
$80.6K - $84.4K
|
8.28K
$490K
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
738+ 20.21% |
$42.6K - $44.6K
|
4.39K
$260K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.46K+ 8.13% |
$142K - $149K
|
32.7K
$1.94M
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
50.6KNew |
$2.92M - $3.06M
|
50.6K
$3M
|
|
| Q4 2022 | |||||||
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
476K+ 132.46% |
$27.2M - $28.4M
|
835K
$49.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-172K- 97.72% |
$9.81M - $10.2M
|
4.01K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
27.6K+ 26.04% |
$1.58M - $1.65M
|
134K
$7.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.02KNew |
$401K - $419K
|
7.02K
$416K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
978New |
$55.9K - $58.4K
|
978
$57.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
40.5KNew |
$2.31M - $2.41M
|
40.5K
$2.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
210New |
$12K - $12.5K
|
210
$12.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
25New |
$1.43K - $1.49K
|
25
$1.48K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
11.1MNew |
$632M - $660M
|
11.1M
$656M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
46.7K+ 49.47% |
$2.67M - $2.79M
|
141K
$8.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
54.4KNew |
$3.11M - $3.25M
|
54.4K
$3.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
339+ 100.0% |
$19.4K - $20.2K
|
678
$40.2K
|
|