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 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
56.7K+ 10.08% |
$3.27M - $3.43M
|
619K
$35.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
52.4K+ 13.1% |
$3.02M - $3.16M
|
452K
$26M
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
50.6KNew |
$2.92M - $3.06M
|
50.6K
$2.91M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
50K+ 64.88% |
$2.88M - $3.02M
|
127K
$7.3M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
48.7K+ 16.02% |
$2.81M - $2.94M
|
353K
$20.3M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
44.8K+ 67.62% |
$2.58M - $2.7M
|
111K
$6.38M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
43.7K+ 4.14% |
$2.52M - $2.64M
|
1.1M
$63.2M
|
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
42.7K+ 1153.84% |
$2.46M - $2.58M
|
46.4K
$2.67M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
42.3K+ 5.25% |
$2.44M - $2.56M
|
850K
$48.9M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.8K+ 1.86% |
$2.41M - $2.52M
|
2.28M
$131M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
40.5K+ 4.8% |
$2.34M - $2.45M
|
885K
$50.9M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
39K+ 3978.98% |
$2.25M - $2.35M
|
40K
$2.3M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.9K+ 18.18% |
$2.25M - $2.35M
|
253K
$14.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
38.5KNew |
$2.22M - $2.32M
|
38.5K
$2.21M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.1K+ 9.96% |
$2.2M - $2.3M
|
421K
$24.2M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
37.7K+ 15.8% |
$2.18M - $2.28M
|
276K
$15.9M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
37.2K+ 7.07% |
$2.15M - $2.25M
|
564K
$32.5M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
35.5K+ 7.06% |
$2.05M - $2.14M
|
538K
$30.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
34.6K+ 46.39% |
$2M - $2.09M
|
109K
$6.28M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
32.8KNew |
$1.89M - $1.98M
|
32.8K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.7KNew |
$1.89M - $1.97M
|
32.7K
$1.88M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
31.8K+ 15.31% |
$1.83M - $1.92M
|
239K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
30KNew |
$1.73M - $1.81M
|
30K
$1.72M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.4K+ 4.0% |
$1.64M - $1.72M
|
739K
$42.5M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
28.4K+ 8.5% |
$1.64M - $1.72M
|
363K
$20.9M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
28.4K+ 17.23% |
$1.64M - $1.71M
|
193K
$11.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
28.1KNew |
$1.62M - $1.7M
|
28.1K
$1.62M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
28.1K+ 69.37% |
$1.62M - $1.7M
|
68.6K
$3.94M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
26.1K+ 2.43% |
$1.51M - $1.58M
|
1.1M
$63.3M
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
26K+ 27.03% |
$1.5M - $1.57M
|
122K
$7.02M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
25.9K+ 13.47% |
$1.5M - $1.57M
|
219K
$12.6M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
25.3K+ 37.23% |
$1.46M - $1.52M
|
93.1K
$5.35M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
25.1K+ 111.33% |
$1.45M - $1.52M
|
47.7K
$2.75M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
25K+ 2.88% |
$1.44M - $1.51M
|
891K
$51.3M
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
24.8K+ 21.48% |
$1.43M - $1.5M
|
140K
$8.07M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
24.1K+ 25.99% |
$1.39M - $1.46M
|
117K
$6.73M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23K+ 7.58% |
$1.33M - $1.39M
|
327K
$18.8M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
21.9K+ 3.42% |
$1.26M - $1.32M
|
662K
$38.1M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.1K+ 170.96% |
$1.16M - $1.21M
|
31.8K
$1.83M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
19.9K+ 32.25% |
$1.15M - $1.2M
|
81.7K
$4.7M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
18.7K+ 31.13% |
$1.08M - $1.13M
|
78.7K
$4.53M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
17.9KNew |
$1.03M - $1.08M
|
17.9K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17.6K+ 5.48% |
$1.02M - $1.06M
|
339K
$19.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
17.4KNew |
$1.01M - $1.05M
|
17.4K
$1M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
17.4K+ 38.28% |
$1M - $1.05M
|
62.8K
$3.61M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
17KNew |
$983K - $1.03M
|
17K
$980K
|
|
|
Apr 06, 2023
Q1 2023
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
16.8K+ 13.31% |
$969K - $1.01M
|
143K
$8.22M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
16.7KNew |
$965K - $1.01M
|
16.7K
$962K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
16.5K+ 122.34% |
$952K - $996K
|
30K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.2KNew |
$938K - $981K
|
16.2K
$934K
|