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 |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-14.1K- 7.43% |
$835K - $880K
|
175K
$10.2M
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-14.1K- 1.33% |
$836K - $881K
|
1.05M
$61.1M
|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-14.1KClosed |
$838K - $882K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-15.5K- 1.87% |
$918K - $967K
|
813K
$47.4M
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-15.7K- 12.58% |
$930K - $979K
|
109K
$6.35M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-16KClosed |
$947K - $997K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-17K- 33.69% |
$1.01M - $1.06M
|
33.5K
$1.95M
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-17.3K- 50.96% |
$1.03M - $1.08M
|
16.6K
$971K
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-17.8KClosed |
$1.06M - $1.11M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-18.5K- 9.91% |
$1.1M - $1.15M
|
168K
$9.78M
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-19.9K- 69.96% |
$1.18M - $1.25M
|
8.56K
$499K
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
SELL
|
- |
-20.3K- 41.35% |
$1.2M - $1.27M
|
28.8K
$1.68M
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-20.5K- 91.73% |
$1.22M - $1.28M
|
1.85K
$108K
|
|
Jul 29, 2022
Q2 2022
|
Brickley Wealth Management
|
SELL
|
- |
-20.6K- 17.0% |
$1.22M - $1.29M
|
101K
$5.87M
|
|
Jul 27, 2022
Q2 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-20.8K- 12.94% |
$1.23M - $1.3M
|
140K
$8.16M
|
|
Jul 28, 2022
Q2 2022
|
Dagco, Inc.
|
SELL
|
- |
-21KClosed |
$1.25M - $1.31M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-21.6K- 14.86% |
$1.28M - $1.35M
|
124K
$7.21M
|
|
Jul 15, 2022
Q2 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-21.9K- 22.78% |
$1.3M - $1.37M
|
74.1K
$4.32M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-22.4KClosed |
$1.33M - $1.4M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-22.5K- 67.26% |
$1.34M - $1.41M
|
11K
$640K
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-24.5K- 40.96% |
$1.45M - $1.53M
|
35.3K
$2.06M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-25.2K- 46.49% |
$1.49M - $1.57M
|
29K
$1.69M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-28.6K- 0.71% |
$1.7M - $1.79M
|
4.03M
$235M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-32.9K- 5.37% |
$1.95M - $2.06M
|
580K
$33.8M
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-33.9K- 80.23% |
$2.01M - $2.12M
|
8.36K
$487K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-34.1K- 7.84% |
$2.02M - $2.13M
|
401K
$23.4M
|
|
Aug 03, 2022
Q2 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-34.4K- 32.18% |
$2.04M - $2.15M
|
72.4K
$4.22M
|
|
Aug 03, 2022
Q2 2022
|
Planning Directions Inc
|
SELL
|
- |
-35.2K- 89.98% |
$2.09M - $2.2M
|
3.92K
$229K
|
|
Aug 15, 2022
Q2 2022
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-36KClosed |
$2.13M - $2.25M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-39.2K- 4.14% |
$2.32M - $2.45M
|
906K
$52.8M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-39.2K- 7.33% |
$2.33M - $2.45M
|
496K
$28.9M
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-39.5K- 1.19% |
$2.34M - $2.47M
|
3.28M
$191M
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-44.8K- 83.05% |
$2.66M - $2.8M
|
9.15K
$533K
|
|
Aug 08, 2022
Q2 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-45.4K- 29.88% |
$2.69M - $2.84M
|
107K
$6.21M
|
|
Jul 12, 2022
Q2 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-45.6K- 82.35% |
$2.71M - $2.85M
|
9.78K
$570K
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-49.9K- 62.66% |
$2.96M - $3.12M
|
29.8K
$1.74M
|
|
Aug 11, 2022
Q2 2022
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-56.9K- 71.57% |
$3.37M - $3.55M
|
22.6K
$1.32M
|
|
Dec 20, 2022
Q2 2022
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-56.9K- 71.57% |
$3.37M - $3.55M
|
22.6K
$1.32M
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-63.6K- 15.94% |
$3.78M - $3.98M
|
336K
$19.6M
|
|
Jul 18, 2022
Q2 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-66.8KClosed |
$3.96M - $4.18M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-67.2KClosed |
$3.99M - $4.2M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-68.1KClosed |
$4.04M - $4.26M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-72K- 86.12% |
$4.27M - $4.5M
|
11.6K
$677K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-78.7K- 1.84% |
$4.67M - $4.92M
|
4.19M
$245M
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-86.8KClosed |
$5.15M - $5.43M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-89.2K- 26.18% |
$5.3M - $5.58M
|
252K
$14.7M
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-89.5K- 92.49% |
$5.31M - $5.6M
|
7.27K
$424K
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-90.7KClosed |
$5.38M - $5.67M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-94.6K- 3.49% |
$5.61M - $5.91M
|
2.62M
$153M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-100K- 13.22% |
$5.95M - $6.27M
|
658K
$38.4M
|