Latest Institutional Purchases of Vanguard Intermediate Term Tre (VGIT)
This list provides information on the latest institutional transactions involving Vanguard Intermediate Term Tre (VGIT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
28.1KNew |
$1.62M - $1.7M
|
28.1K
$1.62M
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
17.4K+ 38.28% |
$1M - $1.05M
|
62.8K
$3.61M
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
7.93KNew |
$458K - $479K
|
7.93K
$456K
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
6.9KNew |
$398K - $417K
|
6.9K
$397K
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
6.55KNew |
$378K - $396K
|
6.55K
$377K
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.46K+ 8.13% |
$142K - $149K
|
32.7K
$1.88M
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.95KNew |
$113K - $118K
|
1.95K
$112K
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.44KNew |
$83.1K - $87K
|
1.44K
$82.8K
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.4K+ 20.31% |
$80.6K - $84.4K
|
8.28K
$476K
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.31K+ 8.63% |
$75.7K - $79.2K
|
16.5K
$950K
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
738+ 20.21% |
$42.6K - $44.6K
|
4.39K
$252K
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
383+ 3.37% |
$22.1K - $23.1K
|
11.8K
$677K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
140New |
$8.08K - $8.45K
|
140
$8.05K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.91% |
$57.7 - $60.4
|
111
$6.38K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
11.1MNew |
$632M - $660M
|
11.1M
$636M
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
476K+ 132.46% |
$27.2M - $28.4M
|
835K
$48M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
72.3K+ 64.07% |
$4.13M - $4.32M
|
185K
$10.7M
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
54.4KNew |
$3.11M - $3.25M
|
54.4K
$3.13M
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
46.7K+ 49.47% |
$2.67M - $2.79M
|
141K
$8.11M
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
40.5KNew |
$2.31M - $2.41M
|
40.5K
$2.33M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
27.6K+ 26.04% |
$1.58M - $1.65M
|
134K
$7.69M
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
7.8KNew |
$445K - $465K
|
7.8K
$448K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.02KNew |
$401K - $419K
|
7.02K
$404K
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
4.94KNew |
$282K - $295K
|
4.94K
$284K
|
|
Feb 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
4.69KNew |
$268K - $280K
|
4.69K
$270K
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
4.62KNew |
$264K - $275K
|
4.62K
$265K
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
3.91KNew |
$223K - $233K
|
3.91K
$225K
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
3.22KNew |
$184K - $192K
|
3.22K
$185K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.85KNew |
$106K - $111K
|
1.85K
$107K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
978New |
$55.9K - $58.4K
|
978
$56.2K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
647New |
$37K - $38.6K
|
647
$37.2K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
585New |
$33.4K - $34.9K
|
585
$33.6K
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
390New |
$22.3K - $23.3K
|
390
$22.4K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
339+ 100.0% |
$19.4K - $20.2K
|
678
$39K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
239New |
$13.7K - $14.3K
|
239
$13.7K
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
219New |
$12.5K - $13.1K
|
219
$12.6K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
210New |
$12K - $12.5K
|
210
$12.1K
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
178New |
$10.2K - $10.6K
|
178
$10.2K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
175New |
$10K - $10.4K
|
175
$10.1K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
115New |
$6.57K - $6.86K
|
115
$6.61K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
78New |
$4.46K - $4.65K
|
78
$4.49K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
48+ 1.38% |
$2.74K - $2.86K
|
3.53K
$203K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
25New |
$1.43K - $1.49K
|
25
$1.44K
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$57.1 - $59.7
|
13.1K
$755K
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2022 | |||||||
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
144KNew |
$8.33M - $8.99M
|
144K
$8.3M
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.33KNew |
$481K - $519K
|
8.33K
$479K
|
|
Oct 14, 2022
Q3 2022
|
Moulton Wealth Management, Inc
|
BUY
|
- |
7.7KNew |
$445K - $480K
|
7.7K
$443K
|
|
Dec 26, 2024
Q3 2022
|
Cypress Capital, LLC
|
BUY
|
- |
6.43KNew |
$371K - $401K
|
6.43K
$370K
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.38KNew |
$368K - $397K
|
6.38K
$367K
|