Purchases and Sales Made in Q2 2022 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.28KClosed |
$194K - $205K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.51K- 22.61% |
$208K - $219K
|
12K
$695K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.58K- 48.87% |
$212K - $224K
|
3.74K
$217K
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-3.6K- 3.83% |
$214K - $225K
|
90.3K
$5.23M
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.62KClosed |
$215K - $226K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.64K- 29.82% |
$216K - $227K
|
8.56K
$496K
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-3.64K- 19.68% |
$216K - $228K
|
14.9K
$860K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-3.82KClosed |
$227K - $239K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.92KClosed |
$232K - $245K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.78K- 55.38% |
$283K - $298K
|
3.85K
$223K
|
|
Jul 27, 2022
Q2 2022
|
Iron Financial, LLC
|
SELL
|
- |
-4.8K- 5.38% |
$285K - $300K
|
84.4K
$4.89M
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-4.87K- 6.84% |
$289K - $304K
|
66.3K
$3.84M
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-4.91KClosed |
$291K - $307K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5K- 43.25% |
$297K - $313K
|
6.56K
$380K
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.09KClosed |
$302K - $318K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Whelan Financial
|
SELL
|
- |
-5.3K- 2.3% |
$314K - $331K
|
225K
$13M
|
|
Jul 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-5.36K- 2.7% |
$318K - $335K
|
193K
$11.2M
|
|
Jul 15, 2022
Q2 2022
|
Mayport, LLC
|
SELL
|
- |
-5.38K- 4.9% |
$319K - $336K
|
104K
$6.04M
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-5.54KClosed |
$329K - $347K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-6.44KClosed |
$382K - $403K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
SELL
|
- |
-6.5K- 14.84% |
$385K - $406K
|
37.3K
$2.16M
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-6.59K- 11.74% |
$391K - $412K
|
49.5K
$2.87M
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-6.67KClosed |
$396K - $417K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.84K- 9.88% |
$406K - $428K
|
62.4K
$3.61M
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6.88K- 69.7% |
$408K - $430K
|
2.99K
$173K
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-7.02KClosed |
$417K - $439K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-7.03KClosed |
$417K - $439K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.03KClosed |
$417K - $440K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-7.13K- 3.48% |
$423K - $446K
|
198K
$11.4M
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.26KClosed |
$431K - $454K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.51K- 20.68% |
$446K - $470K
|
28.8K
$1.67M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-8.26K- 1.87% |
$490K - $516K
|
433K
$25M
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-8.27K- 44.72% |
$491K - $517K
|
10.2K
$592K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-8.41K- 83.75% |
$499K - $526K
|
1.63K
$94.5K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-9.3K- 66.0% |
$552K - $581K
|
4.79K
$277K
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.69K- 10.5% |
$575K - $605K
|
82.6K
$4.78M
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-9.75K- 5.36% |
$579K - $610K
|
172K
$9.97M
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
SELL
|
- |
-9.76KClosed |
$579K - $610K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-10.5K- 45.14% |
$626K - $659K
|
12.8K
$742K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10.8K- 31.07% |
$642K - $676K
|
24K
$1.39M
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-10.9K- 8.14% |
$647K - $681K
|
123K
$7.12M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.4K- 24.69% |
$676K - $712K
|
34.8K
$2.01M
|
|
Jul 08, 2022
Q2 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-11.5K- 10.59% |
$681K - $718K
|
97K
$5.61M
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-11.5K- 9.15% |
$683K - $720K
|
114K
$6.62M
|
|
Aug 10, 2022
Q2 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-11.9KClosed |
$704K - $742K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-12.3KClosed |
$727K - $766K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-12.6K- 49.78% |
$750K - $790K
|
12.7K
$738K
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-12.8K- 32.57% |
$757K - $797K
|
26.4K
$1.53M
|
|
Aug 01, 2022
Q2 2022
|
Kraft Asset Management, LLC
|
SELL
|
- |
-13.5K- 9.94% |
$801K - $843K
|
122K
$7.08M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-13.9K- 33.62% |
$824K - $868K
|
27.4K
$1.59M
|