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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
500+ 60.24% |
$28.1K - $29.8K
|
1.33K
$77K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
494New |
$27.7K - $29.4K
|
494
$28.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
448+ 12.34% |
$25.2K - $26.7K
|
4.08K
$236K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
429New |
$24.1K - $25.5K
|
429
$24.8K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
388+ 4.43% |
$21.8K - $23.1K
|
9.14K
$529K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
385+ 7.01% |
$21.6K - $22.9K
|
5.88K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
375+ 12.48% |
$21.1K - $22.3K
|
3.38K
$196K
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
350+ 4.36% |
$19.7K - $20.8K
|
8.38K
$485K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
348+ 38.41% |
$19.5K - $20.7K
|
1.25K
$72.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
335+ 1.42% |
$18.8K - $19.9K
|
24K
$1.39M
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
319+ 4.6% |
$17.9K - $19K
|
7.25K
$420K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
303+ 56.01% |
$17K - $18K
|
844
$48.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
300+ 5.93% |
$16.8K - $17.9K
|
5.36K
$310K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
297+ 7.0% |
$16.7K - $17.7K
|
4.54K
$263K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
295+ 3.59% |
$16.6K - $17.6K
|
8.52K
$493K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
261New |
$14.7K - $15.5K
|
261
$15.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
250+ 2.28% |
$14K - $14.9K
|
11.2K
$650K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
234+ 19.97% |
$13.1K - $13.9K
|
1.41K
$81.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
223+ 365.57% |
$12.5K - $13.3K
|
284
$16.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
221+ 5.53% |
$12.4K - $13.2K
|
4.22K
$244K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
219+ 1.58% |
$12.3K - $13K
|
14.1K
$814K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
216+ 2.58% |
$12.1K - $12.9K
|
8.58K
$496K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
211New |
$11.8K - $12.6K
|
211
$12.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
202New |
$11.3K - $12K
|
202
$11.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
200+ 56.98% |
$11.2K - $11.9K
|
551
$31.9K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
181+ 3.16% |
$10.2K - $10.8K
|
5.9K
$342K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
173+ 4.35% |
$9.71K - $10.3K
|
4.15K
$240K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
170+ 4.4% |
$9.55K - $10.1K
|
4.04K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
165+ 1.59% |
$9.26K - $9.82K
|
10.6K
$611K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
162New |
$9.1K - $9.64K
|
162
$9.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
143+ 2.3% |
$8.03K - $8.51K
|
6.37K
$369K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
143+ 5.92% |
$8.03K - $8.51K
|
2.56K
$148K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
141+ 64.38% |
$7.92K - $8.39K
|
360
$20.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
121New |
$6.79K - $7.2K
|
121
$7K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
120+ 1.0% |
$6.74K - $7.14K
|
12.1K
$703K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
104+ 1.06% |
$5.84K - $6.19K
|
9.9K
$573K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
102New |
$5.73K - $6.07K
|
102
$5.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
99New |
$5.56K - $5.89K
|
99
$5.73K
|
|
|
Feb 07, 2024
Q4 2023
|
Shayne & Co., LLC
|
BUY
|
- |
90+ 1.62% |
$5.05K - $5.36K
|
5.64K
$326K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
87New |
$4.89K - $5.18K
|
87
$5.04K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
86New |
$4.83K - $5.12K
|
86
$4.98K
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
84+ 1.05% |
$4.72K - $5K
|
8.08K
$468K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
80+ 5.11% |
$4.49K - $4.76K
|
1.65K
$95.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
73New |
$4.1K - $4.34K
|
73
$4.23K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
70+ 3.44% |
$3.93K - $4.17K
|
2.11K
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
56New |
$3.14K - $3.33K
|
56
$3.24K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
51New |
$2.86K - $3.04K
|
51
$2.95K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
44New |
$2.47K - $2.62K
|
44
$2.55K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
43New |
$2.41K - $2.56K
|
43
$2.49K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
41+ 11.2% |
$2.3K - $2.44K
|
407
$23.6K
|