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 |
|---|---|---|---|---|---|---|---|
|
Aug 27, 2024
Q1 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.4K- 18.56% |
$80.9K - $84.6K
|
6.15K
$356K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.43K- 5.11% |
$82.6K - $86.4K
|
26.6K
$1.54M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.48K- 65.87% |
$85.4K - $89.4K
|
767
$44.4K
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-1.55K- 10.95% |
$89.5K - $93.6K
|
12.6K
$729K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.63K- 56.75% |
$93.9K - $98.2K
|
1.24K
$71.7K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.63K- 9.97% |
$94K - $98.4K
|
14.7K
$851K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.69K- 24.53% |
$97.4K - $102K
|
5.19K
$300K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.84K- 2.61% |
$106K - $111K
|
68.7K
$3.98M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.84K- 2.61% |
$106K - $111K
|
68.7K
$3.98M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.9K- 1.05% |
$109K - $115K
|
179K
$10.4M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.07K- 3.44% |
$119K - $125K
|
58.1K
$3.37M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.11K- 32.56% |
$122K - $127K
|
4.37K
$253K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-2.17K- 3.76% |
$125K - $131K
|
55.5K
$3.22M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-2.26K- 22.6% |
$131K - $137K
|
7.75K
$449K
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
SELL
|
- |
-2.29K- 18.66% |
$132K - $138K
|
9.97K
$577K
|
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-2.3K- 13.36% |
$133K - $139K
|
14.9K
$864K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.32K- 41.93% |
$134K - $140K
|
3.22K
$186K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.42K- 3.08% |
$139K - $146K
|
76.1K
$4.41M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.63K- 7.23% |
$152K - $159K
|
33.8K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.71K- 17.42% |
$156K - $163K
|
12.8K
$742K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.72K- 5.39% |
$157K - $164K
|
47.7K
$2.76M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.72K- 42.64% |
$157K - $164K
|
3.66K
$212K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-3.24K- 3.05% |
$187K - $196K
|
103K
$5.96M
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-3.47K- 7.0% |
$200K - $209K
|
46.1K
$2.67M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.57K- 28.22% |
$206K - $216K
|
9.09K
$526K
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-4.05K- 13.06% |
$234K - $244K
|
26.9K
$1.56M
|
|
|
Apr 27, 2023
Q1 2023
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-4.29K- 2.3% |
$248K - $259K
|
182K
$10.5M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-4.64K- 26.51% |
$268K - $280K
|
12.9K
$744K
|
|
|
Aug 03, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-4.77K- 5.71% |
$275K - $288K
|
78.7K
$4.56M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-4.86K- 7.58% |
$281K - $294K
|
59.3K
$3.43M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.94K- 14.99% |
$285K - $298K
|
28K
$1.62M
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-5.17K- 3.02% |
$298K - $312K
|
166K
$9.6M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.29K- 9.87% |
$305K - $319K
|
48.3K
$2.8M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-5.35K- 1.65% |
$309K - $323K
|
319K
$18.5M
|
|
|
May 09, 2023
Q1 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-5.56K- 1.14% |
$321K - $336K
|
483K
$28M
|
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-6.44K- 7.97% |
$372K - $389K
|
74.3K
$4.3M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.52K- 8.81% |
$376K - $394K
|
67.4K
$3.9M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.07K- 29.67% |
$408K - $427K
|
16.7K
$970K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-7.07K- 80.58% |
$408K - $427K
|
1.71K
$98.7K
|
|
|
Jul 19, 2023
Q1 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-7.27K- 4.35% |
$419K - $439K
|
160K
$9.25M
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-7.57K- 16.18% |
$437K - $457K
|
39.2K
$2.27M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.14K- 39.36% |
$470K - $491K
|
12.5K
$726K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-8.55K- 33.13% |
$494K - $516K
|
17.3K
$999K
|
|
|
Apr 19, 2023
Q1 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-8.92K- 26.14% |
$515K - $539K
|
25.2K
$1.46M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-9.45K- 45.78% |
$545K - $571K
|
11.2K
$648K
|
|
|
May 02, 2023
Q1 2023
|
Libra Wealth LLC
|
SELL
|
- |
-9.51K- 2.09% |
$549K - $574K
|
445K
$25.8M
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-10.1K- 98.48% |
$583K - $610K
|
156
$9.03K
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
SELL
|
- |
-10.7K- 53.89% |
$616K - $645K
|
9.13K
$529K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.8K- 1.94% |
$622K - $650K
|
544K
$31.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-11K- 10.83% |
$636K - $665K
|
90.7K
$5.25M
|