Purchases and Sales Made in Q4 2023 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-2.52K- 3.7% |
$141K - $150K
|
65.5K
$3.82M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.56K- 1.18% |
$144K - $152K
|
214K
$12.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.73K- 0.64% |
$154K - $163K
|
425K
$24.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.81K- 11.26% |
$158K - $167K
|
22.2K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.85K- 45.73% |
$160K - $170K
|
3.38K
$197K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-2.85K- 39.89% |
$160K - $170K
|
4.3K
$251K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-2.9K- 11.79% |
$163K - $173K
|
21.7K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.91K- 84.49% |
$163K - $173K
|
534
$31.1K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.96K- 7.61% |
$166K - $176K
|
35.9K
$2.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-3.4K- 21.92% |
$191K - $202K
|
12.1K
$706K
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-3.42K- 6.5% |
$192K - $204K
|
49.2K
$2.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3.47K- 6.67% |
$195K - $207K
|
48.6K
$2.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3.76K- 60.37% |
$211K - $224K
|
2.47K
$144K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.95K- 8.7% |
$222K - $235K
|
41.5K
$2.42M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.95K- 8.66% |
$222K - $235K
|
41.7K
$2.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.42K- 23.9% |
$248K - $263K
|
14.1K
$821K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-4.43K- 4.26% |
$249K - $264K
|
99.6K
$5.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-4.53K- 29.85% |
$254K - $270K
|
10.6K
$621K
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-4.59K- 27.19% |
$258K - $273K
|
12.3K
$717K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-4.6K- 45.25% |
$258K - $274K
|
5.56K
$324K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.62K- 15.88% |
$259K - $275K
|
24.5K
$1.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.72K- 96.19% |
$265K - $281K
|
187
$10.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-4.92K- 16.38% |
$276K - $293K
|
25.1K
$1.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-5.11K- 1.65% |
$287K - $304K
|
305K
$17.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-5.48K- 3.01% |
$307K - $326K
|
176K
$10.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-5.62K- 23.31% |
$316K - $335K
|
18.5K
$1.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.95K- 1.67% |
$334K - $354K
|
350K
$20.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-6.07K- 7.69% |
$341K - $361K
|
72.8K
$4.25M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6.22K- 58.62% |
$349K - $370K
|
4.39K
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
SELL
|
- |
-6.34K- 30.5% |
$356K - $377K
|
14.4K
$843K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.36K- 57.34% |
$357K - $379K
|
4.74K
$276K
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-6.75K- 32.21% |
$379K - $402K
|
14.2K
$829K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-6.91K- 33.61% |
$388K - $411K
|
13.6K
$796K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-7.15K- 34.57% |
$401K - $425K
|
13.5K
$789K
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
SELL
|
- |
-7.26K- 9.87% |
$408K - $432K
|
66.4K
$3.87M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-7.41K- 19.97% |
$416K - $441K
|
29.7K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-7.68K- 10.55% |
$431K - $457K
|
65.1K
$3.8M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-8.19KClosed |
$460K - $487K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.28K- 1.29% |
$465K - $493K
|
635K
$37.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.48K- 12.31% |
$476K - $505K
|
60.4K
$3.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-8.52K- 14.06% |
$479K - $507K
|
52.1K
$3.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.83K- 16.83% |
$496K - $526K
|
43.6K
$2.54M
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-9.02K- 32.44% |
$506K - $537K
|
18.8K
$1.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.47K- 26.13% |
$532K - $564K
|
26.8K
$1.56M
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-9.65K- 37.13% |
$542K - $574K
|
16.3K
$953K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-9.96K- 6.06% |
$559K - $593K
|
154K
$9.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-10.1K- 3.25% |
$566K - $600K
|
300K
$17.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-10.6K- 2.23% |
$593K - $628K
|
464K
$27.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-10.9K- 40.04% |
$610K - $646K
|
16.3K
$948K
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-10.9K- 2.22% |
$614K - $651K
|
482K
$28.1M
|