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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.71K- 9.85% |
$98.5K - $106K
|
15.6K
$904K
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.87K- 1.7% |
$108K - $116K
|
108K
$6.25M
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.07K- 0.6% |
$119K - $129K
|
345K
$20M
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.17K- 56.28% |
$125K - $135K
|
1.68K
$97.4K
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.21K- 32.59% |
$128K - $138K
|
4.57K
$265K
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.26K- 3.02% |
$131K - $141K
|
72.5K
$4.2M
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-2.35K- 8.57% |
$136K - $146K
|
25.1K
$1.45M
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
SELL
|
- |
-2.47K- 26.42% |
$143K - $154K
|
6.89K
$399K
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.82K- 20.12% |
$163K - $175K
|
11.2K
$647K
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
SELL
|
- |
-2.85K- 3.37% |
$165K - $178K
|
81.6K
$4.72M
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.9K- 22.42% |
$168K - $181K
|
10K
$582K
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-3.1K- 1.39% |
$179K - $193K
|
220K
$12.7M
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.13K- 0.96% |
$181K - $195K
|
323K
$18.7M
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-3.24K- 16.09% |
$187K - $202K
|
16.9K
$979K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.25K- 5.2% |
$187K - $202K
|
59.2K
$3.43M
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.41K- 37.47% |
$197K - $213K
|
5.69K
$330K
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.03K- 9.62% |
$233K - $251K
|
37.9K
$2.2M
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.72K- 17.22% |
$273K - $294K
|
22.7K
$1.31M
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
SELL
|
- |
-4.95K- 39.43% |
$286K - $309K
|
7.61K
$440K
|
|
Nov 02, 2022
Q3 2022
|
Kraft Asset Management, LLC
|
SELL
|
- |
-4.95K- 4.05% |
$286K - $309K
|
117K
$6.79M
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.04K- 0.48% |
$291K - $314K
|
1.04M
$60.3M
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-5.47K- 14.05% |
$316K - $341K
|
33.5K
$1.94M
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-5.57K- 4.53% |
$322K - $347K
|
117K
$6.8M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.6K- 2.58% |
$323K - $349K
|
211K
$12.2M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5.81K- 16.46% |
$336K - $362K
|
29.5K
$1.71M
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-6.97K- 24.13% |
$402K - $434K
|
21.9K
$1.27M
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-7.25K- 26.2% |
$418K - $452K
|
20.4K
$1.18M
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-8.26K- 24.7% |
$477K - $515K
|
25.2K
$1.46M
|
|
Oct 26, 2022
Q3 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-8.46K- 17.29% |
$488K - $527K
|
40.4K
$2.34M
|
|
Oct 28, 2022
Q3 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-8.77K- 32.95% |
$506K - $547K
|
17.8K
$1.03M
|
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-10K- 5.08% |
$578K - $624K
|
187K
$10.8M
|
|
Oct 12, 2022
Q3 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-10.7K- 63.16% |
$615K - $664K
|
6.22K
$360K
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-11K- 1.35% |
$635K - $685K
|
802K
$46.4M
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-11.9K- 13.23% |
$690K - $744K
|
78.4K
$4.54M
|
|
Oct 17, 2022
Q3 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-12.7K- 17.56% |
$734K - $792K
|
59.7K
$3.45M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13K- 15.7% |
$748K - $808K
|
69.6K
$4.03M
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-13.5K- 7.68% |
$777K - $839K
|
162K
$9.37M
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-14.4K- 7.46% |
$831K - $897K
|
179K
$10.3M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15.3K- 2.63% |
$883K - $953K
|
565K
$32.7M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-16.3K- 25.24% |
$940K - $1.02M
|
48.3K
$2.79M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-16.5K- 18.87% |
$951K - $1.03M
|
70.8K
$4.1M
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-17.3K- 13.98% |
$998K - $1.08M
|
106K
$6.16M
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-17.7K- 10.56% |
$1.02M - $1.1M
|
150K
$8.69M
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-19.6K- 99.81% |
$1.13M - $1.22M
|
37
$2.14K
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-20K- 19.15% |
$1.16M - $1.25M
|
84.6K
$4.9M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-20.2K- 30.45% |
$1.17M - $1.26M
|
46.1K
$2.67M
|
|
Oct 12, 2022
Q3 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-26.1K- 16.5% |
$1.5M - $1.62M
|
132K
$7.63M
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-26.2K- 55.33% |
$1.51M - $1.63M
|
21.1K
$1.22M
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-26.4K- 70.29% |
$1.52M - $1.64M
|
11.1K
$645K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-31.6K- 22.31% |
$1.82M - $1.97M
|
110K
$6.36M
|