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 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
375+ 2.99% |
$21.6K - $22.6K
|
12.9K
$749K
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
372+ 0.52% |
$21.5K - $22.5K
|
71.7K
$4.15M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
365New |
$21.1K - $22K
|
365
$21.1K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
348+ 5.61% |
$20.1K - $21K
|
6.55K
$379K
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
348+ 0.12% |
$20.1K - $21K
|
301K
$17.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
345+ 75.82% |
$19.9K - $20.8K
|
800
$46.3K
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
345+ 3.63% |
$19.9K - $20.8K
|
9.85K
$570K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
317+ 0.49% |
$18.3K - $19.1K
|
65.6K
$3.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
300+ 20.56% |
$17.3K - $18.1K
|
1.76K
$102K
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
292+ 0.52% |
$16.9K - $17.6K
|
56.7K
$3.28M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
260+ 3.41% |
$15K - $15.7K
|
7.88K
$456K
|
|
|
May 01, 2023
Q1 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
250+ 1.61% |
$14.4K - $15.1K
|
15.8K
$912K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
229New |
$13.2K - $13.8K
|
229
$13.3K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
214+ 28.57% |
$12.4K - $12.9K
|
963
$55.7K
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
213+ 1.02% |
$12.3K - $12.9K
|
21.2K
$1.23M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
198New |
$11.4K - $12K
|
198
$11.5K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
198+ 64.92% |
$11.4K - $12K
|
503
$29.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
167+ 2.41% |
$9.64K - $10.1K
|
7.1K
$411K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
165New |
$9.52K - $9.96K
|
165
$9.55K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
165+ 1.0% |
$9.52K - $9.96K
|
16.7K
$968K
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
164+ 0.7% |
$9.47K - $9.9K
|
23.7K
$1.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
152+ 3.57% |
$8.77K - $9.18K
|
4.41K
$255K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
140New |
$8.08K - $8.45K
|
140
$8.1K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
118+ 1.1% |
$6.81K - $7.13K
|
10.8K
$627K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
89+ 2.55% |
$5.14K - $5.37K
|
3.58K
$207K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
86New |
$4.96K - $5.19K
|
86
$4.98K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
86New |
$4.96K - $5.19K
|
86
$4.98K
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
73+ 0.07% |
$4.21K - $4.41K
|
102K
$5.89M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
69+ 3.44% |
$3.98K - $4.17K
|
2.08K
$120K
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
69+ 0.33% |
$3.98K - $4.17K
|
21K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
68+ 119.3% |
$3.92K - $4.11K
|
125
$7.24K
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
59+ 0.28% |
$3.41K - $3.56K
|
21.2K
$1.23M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
50+ 1.38% |
$2.89K - $3.02K
|
3.66K
$212K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
42New |
$2.42K - $2.54K
|
42
$2.43K
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
33+ 0.46% |
$1.9K - $1.99K
|
7.21K
$418K
|
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
32+ 0.41% |
$1.85K - $1.93K
|
7.89K
$457K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
23+ 12.57% |
$1.33K - $1.39K
|
206
$11.9K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
22+ 0.09% |
$1.27K - $1.33K
|
24.5K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
7+ 0.15% |
$404 - $423
|
4.54K
$263K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
6New |
$346 - $362
|
6
$347
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6+ 0.08% |
$346 - $362
|
7.81K
$452K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.32% |
$115 - $121
|
631
$36.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.91% |
$57.7 - $60.4
|
111
$6.43K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.42% |
$57.7 - $60.4
|
239
$13.8K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3- 1.79% |
$173 - $181
|
165
$9.55K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-15- 39.47% |
$866 - $906
|
23
$1.33K
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
SELL
|
- |
-18- 0.35% |
$1.04K - $1.09K
|
5.13K
$297K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-25- 8.36% |
$1.44K - $1.51K
|
274
$15.9K
|