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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
4.95K+ 13.35% |
$285K - $299K
|
42K
$2.45M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.63KNew |
$267K - $280K
|
4.63K
$270K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.56K+ 50.11% |
$263K - $275K
|
13.7K
$796K
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.55KNew |
$263K - $275K
|
4.55K
$265K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.55KNew |
$263K - $275K
|
4.55K
$265K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
4.53KNew |
$261K - $273K
|
4.53K
$264K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.49K+ 23.62% |
$259K - $271K
|
23.5K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.39K+ 0.57% |
$253K - $265K
|
780K
$45.5M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
4.26K+ 24.26% |
$246K - $257K
|
21.8K
$1.27M
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
4.22KNew |
$243K - $255K
|
4.22K
$246K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
4.21KNew |
$243K - $254K
|
4.21K
$246K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.95KNew |
$228K - $239K
|
3.95K
$231K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.93KNew |
$227K - $237K
|
3.93K
$229K
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3.88K+ 8.6% |
$224K - $234K
|
49K
$2.86M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
3.88K+ 15.07% |
$224K - $234K
|
29.6K
$1.73M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3.7K+ 35.67% |
$214K - $224K
|
14.1K
$822K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.66K+ 23.7% |
$211K - $221K
|
19.1K
$1.11M
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
3.64K+ 60.57% |
$210K - $220K
|
9.64K
$562K
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.64KNew |
$210K - $220K
|
3.64K
$212K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.6K+ 15.37% |
$208K - $217K
|
27K
$1.57M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.58KNew |
$207K - $216K
|
3.58K
$209K
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
3.53K+ 7.19% |
$204K - $213K
|
52.6K
$3.07M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.52KNew |
$203K - $213K
|
3.52K
$206K
|
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
BUY
|
- |
3.43K+ 4.45% |
$198K - $207K
|
80.5K
$4.69M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.38KNew |
$195K - $204K
|
3.38K
$197K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.33K+ 9.92% |
$192K - $201K
|
36.8K
$2.15M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
3.18K+ 2.27% |
$183K - $192K
|
143K
$8.36M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.17K+ 40.98% |
$183K - $191K
|
10.9K
$636K
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
2.98K+ 5.53% |
$172K - $180K
|
56.9K
$3.32M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.93K+ 8.63% |
$169K - $177K
|
36.9K
$2.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
2.72K+ 144.62% |
$157K - $164K
|
4.59K
$268K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.66K+ 26.79% |
$154K - $161K
|
12.6K
$734K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.64K+ 136.74% |
$152K - $159K
|
4.57K
$266K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.46K+ 8.13% |
$142K - $149K
|
32.7K
$1.91M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
2.45K+ 8.61% |
$142K - $148K
|
31K
$1.81M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.36K+ 6.51% |
$136K - $143K
|
38.6K
$2.25M
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
BUY
|
- |
2.28K+ 7.86% |
$132K - $138K
|
31.3K
$1.83M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.19K+ 60.93% |
$126K - $132K
|
5.79K
$337K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.18K+ 39.47% |
$126K - $132K
|
7.7K
$449K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.13K+ 20.46% |
$123K - $129K
|
12.5K
$731K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.07K+ 3.56% |
$119K - $125K
|
60.2K
$3.51M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.01K+ 88.16% |
$116K - $121K
|
4.29K
$250K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.99K+ 13.47% |
$115K - $120K
|
16.7K
$975K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.95KNew |
$113K - $118K
|
1.95K
$114K
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
1.86K+ 6.49% |
$107K - $112K
|
30.6K
$1.78M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.83K+ 211.95% |
$105K - $110K
|
2.69K
$157K
|
|
|
May 01, 2023
Q1 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.81K+ 0.43% |
$105K - $110K
|
422K
$24.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.81K+ 0.66% |
$104K - $109K
|
275K
$16M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.73K+ 1.52% |
$100K - $105K
|
116K
$6.77M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.68K+ 14.41% |
$97K - $101K
|
13.3K
$778K
|