Purchases and Sales Made in Q4 2022 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.1KNew |
$120K - $125K
|
2.1K
$122K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.02KNew |
$115K - $120K
|
2.02K
$117K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.88K+ 2.96% |
$107K - $112K
|
65.2K
$3.78M
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.85KNew |
$106K - $111K
|
1.85K
$107K
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
BUY
|
- |
1.85K+ 42.05% |
$105K - $110K
|
6.23K
$361K
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.81K+ 39.65% |
$104K - $108K
|
6.38K
$369K
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.76K+ 6.46% |
$101K - $105K
|
29K
$1.68M
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.65K+ 27.61% |
$94.2K - $98.3K
|
7.62K
$441K
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.61K+ 3.67% |
$92K - $96.1K
|
45.5K
$2.63M
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.6K+ 18.47% |
$91.6K - $95.7K
|
10.3K
$595K
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
BUY
|
- |
1.6K+ 12.75% |
$91.4K - $95.5K
|
14.2K
$819K
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
1.52K+ 10.72% |
$86.9K - $90.8K
|
15.7K
$909K
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.48K+ 0.46% |
$84.3K - $88K
|
325K
$18.8M
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
1.37K+ 1.29% |
$78.5K - $81.9K
|
108K
$6.24M
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.36K+ 0.78% |
$77.8K - $81.2K
|
175K
$10.1M
|
|
Jan 30, 2023
Q4 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.23K+ 1.06% |
$70.3K - $73.5K
|
117K
$6.79M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.18K+ 116.06% |
$67.3K - $70.3K
|
2.19K
$127K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.14K+ 12.86% |
$65.4K - $68.3K
|
10K
$581K
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
1.12K+ 10.94% |
$64.1K - $66.9K
|
11.4K
$659K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.05K+ 7.23% |
$59.8K - $62.5K
|
15.5K
$899K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
978New |
$55.9K - $58.4K
|
978
$56.6K
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
887+ 8.07% |
$50.7K - $52.9K
|
11.9K
$688K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
862New |
$49.3K - $51.4K
|
862
$49.9K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
760+ 7.59% |
$43.4K - $45.3K
|
10.8K
$624K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
722+ 16.53% |
$41.3K - $43.1K
|
5.09K
$295K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
706New |
$40.3K - $42.1K
|
706
$40.9K
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
683+ 23.01% |
$39K - $40.8K
|
3.65K
$211K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
666+ 34.62% |
$38.1K - $39.7K
|
2.59K
$150K
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
654+ 10.02% |
$37.4K - $39K
|
7.18K
$416K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
647New |
$37K - $38.6K
|
647
$37.5K
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
623New |
$35.6K - $37.2K
|
623
$36.1K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
585New |
$33.4K - $34.9K
|
585
$33.9K
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
564+ 12.09% |
$32.2K - $33.7K
|
5.23K
$303K
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
517New |
$29.5K - $30.8K
|
517
$29.9K
|
|
Feb 28, 2023
Q4 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
455+ 0.65% |
$26K - $27.1K
|
70.9K
$4.1M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
430+ 6.67% |
$24.6K - $25.7K
|
6.88K
$398K
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
407+ 10.89% |
$23.3K - $24.3K
|
4.15K
$240K
|
|
Oct 04, 2023
Q4 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
400+ 1.29% |
$22.9K - $23.9K
|
31.4K
$1.82M
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
390New |
$22.3K - $23.3K
|
390
$22.6K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
368+ 6.02% |
$21K - $22K
|
6.48K
$375K
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
360+ 3.19% |
$20.6K - $21.5K
|
11.7K
$674K
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
360+ 3.19% |
$20.6K - $21.5K
|
11.7K
$674K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
339+ 100.0% |
$19.4K - $20.2K
|
678
$39.2K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
305New |
$17.4K - $18.2K
|
305
$17.7K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
273+ 5.65% |
$15.6K - $16.3K
|
5.1K
$295K
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
248+ 0.69% |
$14.2K - $14.8K
|
36.4K
$2.11M
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
239New |
$13.7K - $14.3K
|
239
$13.8K
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
221+ 0.66% |
$12.6K - $13.2K
|
33.5K
$1.94M
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
219New |
$12.5K - $13.1K
|
219
$12.7K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
210New |
$12K - $12.5K
|
210
$12.2K
|