Purchases and Sales Made in Q3 2022 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q3 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 |
---|---|---|---|---|---|---|---|
Dec 02, 2022
Q3 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
153+ 1.2% |
$8.83K - $9.53K
|
12.9K
$747K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
147New |
$8.49K - $9.16K
|
147
$8.51K
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
141+ 0.39% |
$8.14K - $8.79K
|
36.2K
$2.09M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
140+ 0.84% |
$8.08K - $8.72K
|
16.8K
$972K
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
135+ 53.78% |
$7.79K - $8.41K
|
386
$22.3K
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
133+ 2.41% |
$7.68K - $8.29K
|
5.65K
$327K
|
|
Nov 14, 2022
Q3 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
111+ 1.02% |
$6.41K - $6.92K
|
11K
$636K
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
110+ 7.51% |
$6.35K - $6.86K
|
1.58K
$91.2K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
107+ 53.77% |
$6.18K - $6.67K
|
306
$17.7K
|
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
104New |
$6K - $6.48K
|
104
$6.02K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
102New |
$5.89K - $6.36K
|
102
$5.9K
|
|
Nov 22, 2022
Q3 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
94+ 0.44% |
$5.43K - $5.86K
|
21.3K
$1.23M
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
90+ 22.5% |
$5.2K - $5.61K
|
490
$28.4K
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
67+ 5.3% |
$3.87K - $4.18K
|
1.33K
$77.1K
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
64New |
$3.69K - $3.99K
|
64
$3.7K
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
57+ 20.21% |
$3.29K - $3.55K
|
339
$19.6K
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
53+ 0.56% |
$3.06K - $3.3K
|
9.59K
$555K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
39New |
$2.25K - $2.43K
|
39
$2.26K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
36+ 0.75% |
$2.08K - $2.24K
|
4.83K
$279K
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
35+ 0.4% |
$2.02K - $2.18K
|
8.89K
$515K
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
34New |
$1.96K - $2.12K
|
34
$1.97K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
25New |
$1.44K - $1.56K
|
25
$1.45K
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
14+ 0.33% |
$808 - $872
|
4.25K
$246K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
10+ 0.18% |
$577 - $623
|
5.48K
$317K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5New |
$289 - $312
|
5
$289
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
4+ 0.02% |
$231 - $249
|
17.5K
$1.01M
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.69% |
$57.7 - $62.3
|
145
$8.39K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.34% |
$57.7 - $62.3
|
297
$17.2K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$57.7 - $62.3
|
1.92K
$111K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1- 0.03% |
$57.7 - $62.3
|
2.99K
$173K
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-8- 12.12% |
$462 - $499
|
58
$3.36K
|
|
Oct 19, 2022
Q3 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-13- 0.2% |
$750 - $810
|
6.56K
$380K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-14- 0.95% |
$808 - $872
|
1.47K
$84.9K
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-25- 2.36% |
$1.44K - $1.56K
|
1.04K
$60K
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
SELL
|
- |
-26- 3.35% |
$1.5K - $1.62K
|
750
$43.4K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-27- 2.59% |
$1.56K - $1.68K
|
1.02K
$58.8K
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-30- 0.01% |
$1.73K - $1.87K
|
476K
$27.5M
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-36- 1.63% |
$2.08K - $2.24K
|
2.18K
$126K
|
|
Oct 12, 2022
Q3 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-41- 0.68% |
$2.37K - $2.56K
|
6.01K
$348K
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-47- 0.65% |
$2.71K - $2.93K
|
7.22K
$418K
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-50- 3.91% |
$2.89K - $3.12K
|
1.23K
$71.2K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-55- 11.48% |
$3.18K - $3.43K
|
424
$24.5K
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-59- 19.93% |
$3.41K - $3.68K
|
237
$13.7K
|
|
Oct 26, 2022
Q3 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-60- 0.69% |
$3.46K - $3.74K
|
8.68K
$502K
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-67- 1.47% |
$3.87K - $4.18K
|
4.49K
$260K
|
|
Aug 26, 2024
Q3 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-70- 0.99% |
$4.04K - $4.36K
|
7K
$405K
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-71- 1.45% |
$4.1K - $4.42K
|
4.84K
$280K
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-78- 1.07% |
$4.5K - $4.86K
|
7.18K
$416K
|
|
Nov 15, 2022
Q3 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-80- 0.46% |
$4.62K - $4.99K
|
17.5K
$1.01M
|
|
Nov 02, 2022
Q3 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-81- 1.18% |
$4.68K - $5.05K
|
6.77K
$392K
|