Purchases and Sales Made in Q4 2021 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Titan Capital Management, LLC
|
BUY
|
- |
40.4K+ 42.44% |
$2.68M - $2.73M
|
136K
$7.85M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
39.8K+ 176.7% |
$2.64M - $2.69M
|
62.3K
$3.61M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
39.2KNew |
$2.6M - $2.65M
|
39.2K
$2.27M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
37.5KNew |
$2.49M - $2.54M
|
37.5K
$2.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
37KNew |
$2.46M - $2.5M
|
37K
$2.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
36.2K+ 33.91% |
$2.41M - $2.45M
|
143K
$8.29M
|
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
34.7KNew |
$2.3M - $2.35M
|
34.7K
$2.01M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
32.4KNew |
$2.15M - $2.19M
|
32.4K
$1.87M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
31.7K+ 49.79% |
$2.1M - $2.14M
|
95.3K
$5.52M
|
|
|
Oct 04, 2023
Q4 2021
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
29.6KNew |
$1.96M - $2M
|
29.6K
$1.71M
|
|
|
Jan 28, 2022
Q4 2021
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
28.5K+ 5.13% |
$1.89M - $1.93M
|
584K
$33.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
28.4KNew |
$1.89M - $1.92M
|
28.4K
$1.64M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
26.7K+ 315.15% |
$1.77M - $1.8M
|
35.1K
$2.03M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
25.8KNew |
$1.71M - $1.74M
|
25.8K
$1.49M
|
|
|
Feb 08, 2022
Q4 2021
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
25.7KNew |
$1.71M - $1.74M
|
25.7K
$1.49M
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
25.6K+ 103.95% |
$1.7M - $1.73M
|
50.1K
$2.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
BUY
|
- |
25KNew |
$1.66M - $1.69M
|
25K
$1.44M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
24.9K+ 2.43% |
$1.66M - $1.69M
|
1.05M
$60.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
24.9K+ 526.51% |
$1.65M - $1.68M
|
29.6K
$1.71M
|
|
|
Mar 10, 2022
Q4 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
24.2KNew |
$1.61M - $1.64M
|
24.2K
$1.4M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
23.9KNew |
$1.59M - $1.62M
|
23.9K
$1.39M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
23.8K+ 26.98% |
$1.58M - $1.61M
|
112K
$6.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
23.4K+ 186.96% |
$1.55M - $1.58M
|
35.9K
$2.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.4K+ 9.61% |
$1.49M - $1.51M
|
255K
$14.8M
|
|
|
Feb 10, 2022
Q4 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
22.3K+ 2.49% |
$1.48M - $1.51M
|
918K
$53.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
21.6KNew |
$1.44M - $1.46M
|
21.6K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
21.3K+ 66.33% |
$1.42M - $1.44M
|
53.5K
$3.1M
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
BUY
|
- |
21K+ 12.19% |
$1.39M - $1.42M
|
193K
$11.2M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
20.8K+ 120.99% |
$1.38M - $1.41M
|
38K
$2.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
19.8KNew |
$1.32M - $1.34M
|
19.8K
$1.15M
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
19.6KNew |
$1.3M - $1.32M
|
19.6K
$1.13M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
18.5KNew |
$1.23M - $1.25M
|
18.5K
$1.07M
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
18.5K+ 54.19% |
$1.23M - $1.25M
|
52.6K
$3.04M
|
|
|
Feb 01, 2022
Q4 2021
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
18.4K+ 2.06% |
$1.22M - $1.24M
|
912K
$52.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
17.5KNew |
$1.16M - $1.19M
|
17.5K
$1.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
17.2KNew |
$1.14M - $1.16M
|
17.2K
$995K
|
|
|
Feb 07, 2022
Q4 2021
|
Monumental Financial Group Inc.
|
BUY
|
- |
17K+ 8.06% |
$1.13M - $1.15M
|
228K
$13.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
16.2KNew |
$1.08M - $1.1M
|
16.2K
$938K
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
16.2KNew |
$1.07M - $1.09M
|
16.2K
$935K
|
|
|
Feb 14, 2022
Q4 2021
|
Chandler Asset Management, Inc.
|
BUY
|
- |
14.3KNew |
$947K - $965K
|
14.3K
$826K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13.3K+ 29.5% |
$884K - $901K
|
58.4K
$3.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
13.2KNew |
$878K - $895K
|
13.2K
$765K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
12.5K+ 49.89% |
$831K - $847K
|
37.6K
$2.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
11.7K+ 113.82% |
$779K - $794K
|
22K
$1.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.5KNew |
$695K - $708K
|
10.5K
$606K
|
|
|
Feb 08, 2022
Q4 2021
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
10.3K+ 16.12% |
$683K - $696K
|
74.1K
$4.29M
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
9.46K+ 5.18% |
$628K - $640K
|
192K
$11.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
9.24K+ 8.89% |
$614K - $626K
|
113K
$6.56M
|
|
|
Jan 28, 2022
Q4 2021
|
Capital Performance Advisors LLP
|
BUY
|
- |
9.04KNew |
$600K - $612K
|
9.04K
$523K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.96K+ 79.94% |
$595K - $607K
|
20.2K
$1.17M
|