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 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-11.3K- 38.65% |
$650K - $680K
|
17.9K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-11.5K- 37.35% |
$666K - $697K
|
19.3K
$1.13M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-12.2K- 11.36% |
$706K - $739K
|
95.5K
$5.57M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.4K- 25.96% |
$718K - $751K
|
35.5K
$2.07M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-12.5K- 83.23% |
$723K - $756K
|
2.52K
$147K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-12.8K- 47.95% |
$740K - $774K
|
13.9K
$812K
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-13.6KClosed |
$784K - $820K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-14.5K- 3.85% |
$838K - $877K
|
363K
$21.2M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-14.6K- 7.69% |
$842K - $881K
|
175K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.8K- 21.1% |
$910K - $952K
|
59K
$3.44M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-15.8K- 16.44% |
$910K - $952K
|
80.2K
$4.68M
|
|
|
Mar 11, 2024
Q1 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-16.9K- 2.59% |
$976K - $1.02M
|
637K
$37.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-17.7K- 48.56% |
$1.02M - $1.07M
|
18.7K
$1.09M
|
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-19.5K- 0.97% |
$1.13M - $1.18M
|
2M
$116M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20.4K- 26.65% |
$1.18M - $1.23M
|
56.1K
$3.27M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-21.4K- 6.39% |
$1.24M - $1.29M
|
314K
$18.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.6K- 2.72% |
$1.31M - $1.37M
|
808K
$47.1M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-25.1K- 68.72% |
$1.45M - $1.51M
|
11.4K
$665K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-25.7K- 5.12% |
$1.48M - $1.55M
|
477K
$27.8M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26.3K- 30.41% |
$1.52M - $1.59M
|
60.2K
$3.51M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-26.8K- 14.33% |
$1.54M - $1.62M
|
160K
$9.33M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-27K- 19.59% |
$1.56M - $1.63M
|
111K
$6.46M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-30.6K- 7.85% |
$1.76M - $1.85M
|
359K
$20.9M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-38K- 9.49% |
$2.19M - $2.3M
|
363K
$21.1M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-38.9K- 10.04% |
$2.25M - $2.35M
|
349K
$20.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-39.8K- 83.08% |
$2.3M - $2.41M
|
8.11K
$473K
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-42.7K- 29.97% |
$2.47M - $2.58M
|
99.8K
$5.82M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-47K- 11.22% |
$2.71M - $2.84M
|
372K
$21.7M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-50K- 9.7% |
$2.89M - $3.02M
|
465K
$27.1M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-50.8K- 21.81% |
$2.93M - $3.07M
|
182K
$10.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-53.4K- 29.14% |
$3.08M - $3.23M
|
130K
$7.57M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-53.6K- 51.12% |
$3.09M - $3.24M
|
51.2K
$2.99M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-61K- 25.67% |
$3.52M - $3.69M
|
177K
$10.3M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-67.4K- 91.63% |
$3.89M - $4.07M
|
6.15K
$359K
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-71.4K- 46.34% |
$4.12M - $4.31M
|
82.7K
$4.83M
|
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-72.7K- 90.8% |
$4.2M - $4.39M
|
7.36K
$429K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-83K- 72.32% |
$4.79M - $5.01M
|
31.8K
$1.85M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-89K- 21.34% |
$5.14M - $5.38M
|
328K
$19.1M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-107K- 84.59% |
$6.18M - $6.47M
|
19.5K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-170K- 5.87% |
$9.81M - $10.3M
|
2.72M
$159M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-174K- 3.85% |
$10M - $10.5M
|
4.35M
$254M
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-176K- 83.68% |
$10.2M - $10.7M
|
34.4K
$2.01M
|
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-180K- 7.41% |
$10.4M - $10.9M
|
2.25M
$131M
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-220K- 96.77% |
$12.7M - $13.3M
|
7.34K
$428K
|
|
|
May 05, 2023
Q1 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-255K- 88.76% |
$14.7M - $15.4M
|
32.2K
$1.88M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-266K- 96.15% |
$15.3M - $16.1M
|
10.6K
$621K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-338K- 93.59% |
$19.5M - $20.4M
|
23.2K
$1.35M
|
|
|
May 10, 2023
Q1 2023
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-401K- 95.46% |
$23.2M - $24.2M
|
19.1K
$1.11M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-490K- 72.4% |
$28.3M - $29.6M
|
187K
$10.9M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-650K- 78.79% |
$37.5M - $39.2M
|
175K
$10.2M
|