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 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.62KNew |
$93.4K - $97.7K
|
1.62K
$93.7K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.57K+ 19.77% |
$90.3K - $94.5K
|
9.48K
$549K
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.55K+ 21.26% |
$89.2K - $93.4K
|
8.82K
$510K
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.49K+ 5.12% |
$86.2K - $90.2K
|
30.7K
$1.78M
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.44KNew |
$83.1K - $87K
|
1.44K
$83.4K
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.42K+ 27.11% |
$81.8K - $85.6K
|
6.65K
$385K
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.4K+ 20.31% |
$80.6K - $84.4K
|
8.28K
$479K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.38K+ 4.19% |
$79.5K - $83.2K
|
34.3K
$1.98M
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.38K+ 4.22% |
$79.5K - $83.2K
|
34K
$1.97M
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.31K+ 8.63% |
$75.7K - $79.2K
|
16.5K
$956K
|
|
May 05, 2023
Q1 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
1.21K+ 1.09% |
$69.7K - $72.9K
|
112K
$6.49M
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
BUY
|
- |
1.15K+ 2.15% |
$66.1K - $69.2K
|
54.6K
$3.16M
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.13K+ 0.78% |
$64.9K - $67.9K
|
146K
$8.45M
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
BUY
|
- |
1.06K+ 1.15% |
$61.3K - $64.1K
|
93.2K
$5.4M
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.06K+ 309.38% |
$60.9K - $63.7K
|
1.4K
$80.8K
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
983+ 3.39% |
$56.7K - $59.4K
|
30K
$1.74M
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
943+ 4.25% |
$54.4K - $56.9K
|
23.1K
$1.34M
|
|
Apr 20, 2023
Q1 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
934+ 1.65% |
$53.9K - $56.4K
|
57.5K
$3.33M
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
874+ 29.04% |
$50.4K - $52.8K
|
3.88K
$225K
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
840+ 16.39% |
$48.5K - $50.7K
|
5.97K
$345K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
838+ 1.26% |
$48.4K - $50.6K
|
67.1K
$3.88M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
814New |
$47K - $49.2K
|
814
$47.1K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
812+ 190.16% |
$46.9K - $49K
|
1.24K
$71.7K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
808+ 18.33% |
$46.6K - $48.8K
|
5.22K
$302K
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
740+ 2.35% |
$42.7K - $44.7K
|
32.2K
$1.86M
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
740+ 1.53% |
$42.7K - $44.7K
|
49K
$2.83M
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
738+ 20.21% |
$42.6K - $44.6K
|
4.39K
$254K
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
704+ 11.21% |
$40.6K - $42.5K
|
6.98K
$404K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
696New |
$40.2K - $42K
|
696
$40.3K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
682New |
$39.4K - $41.2K
|
682
$39.5K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
612New |
$35.3K - $37K
|
612
$35.4K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
586+ 21.04% |
$33.8K - $35.4K
|
3.37K
$195K
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
584+ 5.82% |
$33.7K - $35.3K
|
10.6K
$615K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
581New |
$33.5K - $35.1K
|
581
$33.6K
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
562+ 4.73% |
$32.4K - $33.9K
|
12.4K
$720K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
541New |
$31.2K - $32.7K
|
541
$31.3K
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
534+ 8.14% |
$30.8K - $32.2K
|
7.1K
$411K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
533+ 103.09% |
$30.8K - $32.2K
|
1.05K
$60.8K
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
511+ 17033.33% |
$29.5K - $30.9K
|
514
$29.8K
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
510New |
$29.4K - $30.8K
|
510
$29.5K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
507+ 32.35% |
$29.3K - $30.6K
|
2.07K
$120K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
477+ 73.84% |
$27.5K - $28.8K
|
1.12K
$65K
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
471+ 13.41% |
$27.2K - $28.4K
|
3.98K
$231K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
450+ 17.61% |
$26K - $27.2K
|
3.01K
$174K
|
|
May 10, 2023
Q1 2023
|
Fluent Financial, LLC
|
BUY
|
- |
438+ 1.33% |
$25.3K - $26.5K
|
33.3K
$1.93M
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
423+ 1.01% |
$24.4K - $25.5K
|
42.5K
$2.46M
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
419+ 6.93% |
$24.2K - $25.3K
|
6.46K
$374K
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
383+ 3.37% |
$22.1K - $23.1K
|
11.8K
$681K
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
BUY
|
- |
379+ 6.08% |
$21.9K - $22.9K
|
6.61K
$383K
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
BUY
|
- |
376+ 0.5% |
$21.7K - $22.7K
|
75.4K
$4.36M
|