Purchases and Sales Made in Q2 2023 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.12K- 13.65% |
$65.5K - $67.7K
|
7.06K
$409K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.17K- 11.03% |
$68.8K - $71.2K
|
9.47K
$548K
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.2K- 7.01% |
$70K - $72.5K
|
15.9K
$918K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.23K- 16.01% |
$72.3K - $74.8K
|
6.47K
$374K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.24K- 0.4% |
$72.9K - $75.4K
|
313K
$18.1M
|
|
|
Aug 28, 2024
Q2 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.26K- 16.65% |
$73.7K - $76.2K
|
6.29K
$364K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.26K- 2.08% |
$74K - $76.5K
|
59.4K
$3.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.33K- 17.54% |
$78.2K - $80.9K
|
6.27K
$363K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.35K- 1.49% |
$79K - $81.8K
|
89.4K
$5.17M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-1.36K- 2.24% |
$79.5K - $82.3K
|
59.3K
$3.43M
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-1.42K- 0.29% |
$83.1K - $85.9K
|
481K
$27.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.46K- 5.43% |
$85.7K - $88.7K
|
25.5K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.62K- 11.02% |
$95K - $98.3K
|
13.1K
$757K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.77K- 25.49% |
$104K - $107K
|
5.17K
$299K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.15K- 19.22% |
$126K - $130K
|
9.04K
$523K
|
|
|
Jul 26, 2023
Q2 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-2.32K- 1.46% |
$136K - $141K
|
157K
$9.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.38K- 7.93% |
$139K - $144K
|
27.6K
$1.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.4K- 6.52% |
$141K - $146K
|
34.4K
$1.99M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-2.48K- 13.23% |
$145K - $150K
|
16.2K
$940K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.64K- 57.76% |
$155K - $160K
|
1.93K
$112K
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.75K- 3.36% |
$161K - $167K
|
79K
$4.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-2.75K- 3.7% |
$161K - $167K
|
71.6K
$4.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.88K- 7.96% |
$169K - $175K
|
33.3K
$1.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.93K- 18.25% |
$172K - $178K
|
13.1K
$760K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-2.95K- 8.91% |
$173K - $179K
|
30.1K
$1.74M
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-3.13K- 4.15% |
$183K - $190K
|
72.3K
$4.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.3K- 26.25% |
$194K - $200K
|
9.29K
$538K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.39K- 17.51% |
$199K - $205K
|
16K
$924K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.4K- 43.78% |
$199K - $206K
|
4.36K
$253K
|
|
|
Aug 10, 2023
Q2 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-3.43K- 1.8% |
$201K - $208K
|
187K
$10.8M
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-3.64KClosed |
$213K - $221K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3.68K- 33.92% |
$215K - $223K
|
7.16K
$414K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.72K- 40.19% |
$218K - $226K
|
5.54K
$321K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.95K- 28.38% |
$231K - $240K
|
9.97K
$577K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.98K- 22.8% |
$233K - $241K
|
13.5K
$780K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.02K- 37.87% |
$236K - $244K
|
6.6K
$382K
|
|
|
Aug 02, 2023
Q2 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-4.27K- 28.58% |
$250K - $259K
|
10.7K
$617K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-4.32K- 1.32% |
$253K - $262K
|
324K
$18.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4.93K- 67.86% |
$289K - $299K
|
2.33K
$135K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.51K- 8.21% |
$323K - $334K
|
61.6K
$3.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6K- 39.28% |
$351K - $364K
|
9.27K
$537K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-6K- 39.28% |
$351K - $364K
|
9.27K
$537K
|
|
|
Jul 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-6.19K- 3.87% |
$363K - $375K
|
154K
$8.89M
|
|
|
Jul 28, 2023
Q2 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-6.34K- 8.94% |
$372K - $385K
|
64.5K
$3.74M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.87K- 39.82% |
$403K - $417K
|
10.4K
$601K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.33K- 41.01% |
$430K - $445K
|
10.5K
$611K
|
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
SELL
|
- |
-7.36K- 14.67% |
$431K - $447K
|
42.8K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-7.47K- 4.26% |
$438K - $453K
|
168K
$9.71M
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-7.57K- 4.56% |
$444K - $459K
|
158K
$9.17M
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-7.66K- 4.33% |
$449K - $465K
|
169K
$9.79M
|