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 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
8.39KNew |
$471K - $499K
|
8.39K
$489K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
8.21KNew |
$461K - $488K
|
8.21K
$479K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8.13KNew |
$457K - $484K
|
8.13K
$474K
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
7.97K+ 5.36% |
$448K - $474K
|
157K
$9.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.79KNew |
$438K - $464K
|
7.79K
$454K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.63K+ 52.22% |
$428K - $454K
|
22.2K
$1.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
7.45KNew |
$418K - $443K
|
7.45K
$434K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.34K+ 90.56% |
$412K - $437K
|
15.4K
$901K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7.32K+ 12.28% |
$411K - $435K
|
66.9K
$3.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
7.27K+ 31.61% |
$408K - $433K
|
30.3K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
7.26KNew |
$408K - $432K
|
7.26K
$423K
|
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
BUY
|
- |
7.25K+ 2.85% |
$407K - $432K
|
261K
$15.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Claris Advisors, LLC
|
BUY
|
- |
7.17KNew |
$402K - $426K
|
7.17K
$418K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7.14K+ 100.49% |
$401K - $425K
|
14.2K
$830K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7.04K+ 103.3% |
$395K - $419K
|
13.9K
$808K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.89K+ 8.26% |
$387K - $410K
|
90.3K
$5.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6.79KNew |
$381K - $404K
|
6.79K
$396K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.68K+ 212.78% |
$375K - $397K
|
9.82K
$572K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.55K+ 2.24% |
$368K - $390K
|
299K
$17.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.55K+ 180.79% |
$368K - $390K
|
10.2K
$593K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.17KNew |
$346K - $367K
|
6.17K
$360K
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
6.15K+ 4.72% |
$345K - $366K
|
137K
$7.96M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
6.14KNew |
$345K - $365K
|
6.14K
$358K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.11KNew |
$343K - $363K
|
6.11K
$356K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.11KNew |
$343K - $363K
|
6.11K
$356K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5.98K+ 0.86% |
$336K - $356K
|
704K
$41.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5.94K+ 4401.48% |
$334K - $354K
|
6.08K
$354K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.9K+ 18.26% |
$331K - $351K
|
38.2K
$2.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.81KNew |
$326K - $346K
|
5.81K
$339K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.57K+ 4.35% |
$313K - $332K
|
134K
$7.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
5.51KNew |
$309K - $328K
|
5.51K
$321K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
5.42K+ 248.62% |
$304K - $322K
|
7.59K
$443K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5.18KNew |
$291K - $308K
|
5.18K
$302K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.15KNew |
$289K - $307K
|
5.15K
$300K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
4.95KNew |
$278K - $295K
|
4.95K
$289K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
4.87K+ 5.92% |
$273K - $290K
|
87K
$5.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
4.72KNew |
$265K - $281K
|
4.72K
$276K
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.71KNew |
$264K - $280K
|
4.71K
$275K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.62KNew |
$259K - $275K
|
4.62K
$269K
|
|
|
Feb 12, 2024
Q4 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
4.62KNew |
$259K - $275K
|
4.62K
$269K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
4.6K+ 2.35% |
$258K - $274K
|
200K
$11.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.6KNew |
$258K - $274K
|
4.6K
$268K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.56KNew |
$256K - $271K
|
4.56K
$266K
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
4.53KNew |
$254K - $269K
|
4.53K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
4.5KNew |
$253K - $268K
|
4.5K
$262K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
4.49KNew |
$252K - $267K
|
4.49K
$262K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
4.35KNew |
$244K - $259K
|
4.35K
$254K
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
4.31K+ 7.09% |
$242K - $256K
|
65.1K
$3.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
4.28K+ 1.5% |
$240K - $255K
|
291K
$17M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
4.27K+ 8.47% |
$240K - $254K
|
54.7K
$3.19M
|