Purchases and Sales Made in Q1 2023 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
11.9MNew |
$689M - $721M
|
11.9M
$687M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.26MNew |
$131M - $137M
|
2.26M
$130M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.25M+ 150.83% |
$130M - $136M
|
3.75M
$215M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.52M+ 43.39% |
$88M - $92.1M
|
5.04M
$290M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
1.33M+ 149.43% |
$76.6M - $80.2M
|
2.22M
$127M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.01MNew |
$58.2M - $60.9M
|
1.01M
$58M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
493K+ 442.8% |
$28.5M - $29.8M
|
604K
$34.7M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
389K+ 6.85% |
$22.5M - $23.5M
|
6.06M
$349M
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
386KNew |
$22.3M - $23.3M
|
386K
$22.2M
|
|
|
May 08, 2023
Q1 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
323KNew |
$18.6M - $19.5M
|
323K
$18.6M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
315K+ 1661.08% |
$18.2M - $19M
|
333K
$19.2M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
315K+ 1661.08% |
$18.2M - $19M
|
333K
$19.2M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
286K+ 10.28% |
$16.5M - $17.3M
|
3.07M
$176M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
279K+ 2807.82% |
$16.1M - $16.9M
|
289K
$16.6M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
269KNew |
$15.5M - $16.3M
|
269K
$15.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
258K+ 70.97% |
$14.9M - $15.6M
|
621K
$35.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
241K+ 3.96% |
$13.9M - $14.6M
|
6.33M
$364M
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
239K+ 15.47% |
$13.8M - $14.5M
|
1.79M
$103M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
213K+ 8.89% |
$12.3M - $12.9M
|
2.61M
$150M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
201K+ 17.85% |
$11.6M - $12.2M
|
1.33M
$76.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
189K+ 36.79% |
$10.9M - $11.4M
|
703K
$40.4M
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
159KNew |
$9.18M - $9.61M
|
159K
$9.15M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
152K+ 8.17% |
$8.78M - $9.18M
|
2.01M
$116M
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
145K+ 495.49% |
$8.36M - $8.74M
|
174K
$10M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
143KNew |
$8.27M - $8.65M
|
143K
$8.24M
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
142K+ 7.56% |
$8.2M - $8.58M
|
2.02M
$116M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
126K+ 16.38% |
$7.28M - $7.62M
|
896K
$51.5M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
123KNew |
$7.12M - $7.44M
|
123K
$7.09M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
121K+ 28.27% |
$7M - $7.33M
|
550K
$31.7M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
114K+ 2.71% |
$6.61M - $6.91M
|
4.35M
$250M
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
109KNew |
$6.31M - $6.6M
|
109K
$6.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
106KNew |
$6.1M - $6.38M
|
106K
$6.08M
|
|
|
May 26, 2023
Q1 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
106KNew |
$6.1M - $6.38M
|
106K
$6.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
102K+ 138.19% |
$5.89M - $6.17M
|
176K
$10.1M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
101KNew |
$5.82M - $6.09M
|
101K
$5.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
95K+ 11.38% |
$5.48M - $5.74M
|
930K
$53.5M
|
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
90.2KNew |
$5.2M - $5.45M
|
90.2K
$5.19M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.9K+ 10.56% |
$4.84M - $5.07M
|
878K
$50.5M
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
83.3KNew |
$4.81M - $5.03M
|
83.3K
$4.79M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
82.8K+ 52.45% |
$4.78M - $5M
|
241K
$13.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
80.1K+ 82.01% |
$4.62M - $4.83M
|
178K
$10.2M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
78.9KNew |
$4.55M - $4.76M
|
78.9K
$4.54M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
78.1K+ 17.85% |
$4.51M - $4.72M
|
516K
$29.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Baker Boyer National Bank
|
BUY
|
- |
76.5KNew |
$4.42M - $4.62M
|
76.5K
$4.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
74.8K+ 41.84% |
$4.32M - $4.52M
|
254K
$14.6M
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
72.6K+ 152.27% |
$4.19M - $4.39M
|
120K
$6.92M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
72.1KNew |
$4.16M - $4.35M
|
72.1K
$4.14M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
69.7K+ 987.61% |
$4.02M - $4.21M
|
76.7K
$4.41M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
59.3K+ 2.87% |
$3.42M - $3.58M
|
2.13M
$122M
|
|
|
May 12, 2023
Q1 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
57.9K+ 5.03% |
$3.34M - $3.49M
|
1.21M
$69.4M
|