Purchases and Sales Made in Q1 2023 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD INTERMEDIATE-TERM TRE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
14.7K+ 16.98% |
$847K - $886K
|
101K
$5.85M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
14.5K+ 5.42% |
$839K - $878K
|
283K
$16.4M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
13.6KNew |
$787K - $823K
|
13.6K
$789K
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
13.4K+ 9.25% |
$772K - $808K
|
158K
$9.14M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
13.1K+ 4.15% |
$757K - $792K
|
329K
$19.1M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
12K+ 548.02% |
$694K - $726K
|
14.2K
$823K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
11.9KNew |
$688K - $720K
|
11.9K
$690K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.8KNew |
$681K - $712K
|
11.8K
$683K
|
|
|
May 11, 2023
Q1 2023
|
Edgehill Endowment Partners, LLC
|
BUY
|
- |
11.5K+ 1.71% |
$663K - $693K
|
684K
$39.6M
|
|
|
May 22, 2023
Q1 2023
|
Whelan Financial
|
BUY
|
- |
11.4K+ 5.07% |
$660K - $691K
|
237K
$13.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
11.3K+ 11.82% |
$653K - $683K
|
107K
$6.2M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
10.9K+ 3.93% |
$630K - $659K
|
289K
$16.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.5KNew |
$605K - $633K
|
10.5K
$607K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
9.94KNew |
$574K - $600K
|
9.94K
$575K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.74K+ 9.01% |
$562K - $588K
|
118K
$6.82M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
9.59K+ 114.0% |
$554K - $579K
|
18K
$1.04M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.35KNew |
$540K - $565K
|
9.35K
$542K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.99K+ 0.42% |
$519K - $543K
|
2.13M
$123M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.81K+ 26.56% |
$509K - $532K
|
42K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.63K+ 3.38% |
$498K - $521K
|
264K
$15.3M
|
|
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
8.43K+ 4.63% |
$487K - $509K
|
190K
$11M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
8.41K+ 95.66% |
$485K - $508K
|
17.2K
$996K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.41K+ 198.51% |
$485K - $508K
|
12.6K
$732K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.25KNew |
$476K - $498K
|
8.25K
$478K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.18KNew |
$472K - $494K
|
8.18K
$474K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
7.93KNew |
$458K - $479K
|
7.93K
$459K
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
7.39K+ 32.99% |
$426K - $446K
|
29.8K
$1.72M
|
|
|
May 05, 2023
Q1 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
7.37K+ 1.93% |
$425K - $445K
|
389K
$22.5M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.32K+ 54.55% |
$422K - $442K
|
20.7K
$1.2M
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
7.26K+ 6.19% |
$419K - $438K
|
125K
$7.21M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
7.23K+ 10.64% |
$417K - $436K
|
75.2K
$4.35M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
BUY
|
- |
6.92K+ 7.59% |
$399K - $418K
|
98K
$5.67M
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
6.9KNew |
$398K - $417K
|
6.9K
$399K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.87KNew |
$396K - $415K
|
6.87K
$398K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.73KNew |
$388K - $406K
|
6.73K
$389K
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.71K+ 98.94% |
$387K - $405K
|
13.5K
$781K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
6.55KNew |
$378K - $396K
|
6.55K
$379K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
6.52K+ 21.98% |
$376K - $394K
|
36.2K
$2.09M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.52K+ 68.26% |
$376K - $394K
|
16.1K
$930K
|
|
|
Dec 10, 2024
Q1 2023
|
Cypress Capital, LLC
|
BUY
|
- |
6.43KNew |
$371K - $388K
|
6.43K
$372K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.36K+ 9.08% |
$367K - $384K
|
76.5K
$4.43M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
6.1KNew |
$352K - $369K
|
6.1K
$353K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5.9K+ 18.43% |
$340K - $356K
|
37.9K
$2.19M
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
5.85K+ 15.49% |
$338K - $353K
|
43.6K
$2.53M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.84KNew |
$337K - $353K
|
5.84K
$338K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
5.79K+ 26.51% |
$334K - $350K
|
27.6K
$1.6M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
5.77K+ 3.27% |
$333K - $348K
|
182K
$10.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
5.3KNew |
$306K - $320K
|
5.3K
$307K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
5.09K+ 2.91% |
$294K - $308K
|
180K
$10.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.97KNew |
$287K - $300K
|
4.97K
$288K
|