Purchases and Sales Made in Q2 2023 in Vanguard Intermediate Term Tre (VGIT)

VGIT Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q2 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
Jul 11, 2023 Q2 2023
Monumental Financial Group Inc.

BUY
 -
70.7K
+ 56.76%
$4.15M - $4.29M
195K $11.2M
Jul 14, 2023 Q2 2023
Valeo Financial Advisors, LLC

BUY
 -
70.2K
+ 7.84%
$4.11M - $4.26M
966K $55.6M
Aug 01, 2023 Q2 2023
First Interstate Bank

Billings, MT
BUY
 -
67K
+ 2.57%
$3.93M - $4.06M
2.68M $154M
Jul 31, 2023 Q2 2023
Kingdom Financial Group Llc.

Peoria, AZ
BUY
 -
64.7K
New
$3.79M - $3.92M
64.7K $3.72M
Aug 10, 2023 Q2 2023
Libra Wealth LLC

BUY
 -
63.1K
+ 14.19%
$3.7M - $3.83M
508K $29.2M
Jul 14, 2023 Q2 2023
Baldwin Brothers LLC

BUY
 -
62.6K
+ 12278.43%
$3.67M - $3.8M
63.1K $3.63M
Jul 24, 2023 Q2 2023
Strong Box Wealth, LLC

BUY
 -
60.6K
New
$3.55M - $3.67M
60.6K $3.48M
Jul 17, 2023 Q2 2023
Bremer Bank National Association

BUY
 -
59.5K
+ 48.85%
$3.48M - $3.61M
181K $10.4M
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
59.4K
+ 86.55%
$3.48M - $3.6M
128K $7.36M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
56.9K
+ 7.05%
$3.34M - $3.45M
865K $49.7M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
54.8K
+ 3430.06%
$3.21M - $3.32M
56.4K $3.24M
Dec 12, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
52.3K
+ 1.24%
$3.07M - $3.17M
4.28M $246M
Jul 31, 2023 Q2 2023
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
51.3K
+ 9.54%
$3.01M - $3.11M
589K $33.9M
Aug 14, 2023 Q2 2023
Prudential PLC

London, England, X0
BUY
 -
50K
New
$2.93M - $3.03M
50K $2.88M
Aug 14, 2023 Q2 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
48.5K
+ 10.18%
$2.84M - $2.94M
525K $30.2M
Aug 11, 2023 Q2 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
47.7K
+ 60.44%
$2.79M - $2.89M
127K $7.28M
Jul 24, 2023 Q2 2023
Total Clarity Wealth Management, Inc.

BUY
 -
46.7K
New
$2.74M - $2.83M
46.7K $2.68M
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
46.4K
New
$2.72M - $2.81M
46.4K $2.67M
Jul 14, 2023 Q2 2023
Sharkey, Howes & Javer

BUY
 -
45.4K
New
$2.66M - $2.76M
45.4K $2.61M
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
45.4K
+ 34.98%
$2.66M - $2.76M
175K $10.1M
Aug 10, 2023 Q2 2023
Sws Partners

BUY
 -
45.3K
+ 203.55%
$2.66M - $2.75M
67.6K $3.89M
Aug 14, 2023 Q2 2023
American Trust

Lexington, KY
BUY
 -
44.4K
+ 13.48%
$2.6M - $2.69M
374K $21.5M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
43K
+ 16.28%
$2.52M - $2.61M
307K $17.6M
Jul 07, 2023 Q2 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
40.1K
+ 3.64%
$2.35M - $2.43M
1.14M $65.6M
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
40K
+ 4082.35%
$2.34M - $2.43M
41K $2.36M
Aug 14, 2023 Q2 2023
Taconic Capital Advisors LP

New York, NY
BUY
 -
40K
New
$2.34M - $2.43M
40K $2.3M
Aug 14, 2023 Q2 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
38.9K
+ 43.1%
$2.28M - $2.36M
129K $7.42M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
38.3K
+ 1.68%
$2.24M - $2.32M
2.32M $133M
Aug 02, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
37.4K
New
$2.19M - $2.27M
37.4K $2.15M
Aug 15, 2023 Q2 2023
Staley Capital Advisers Inc

BUY
 -
37.2K
+ 30.43%
$2.18M - $2.25M
159K $9.16M
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
36K
+ 4.06%
$2.11M - $2.18M
921K $53M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
35.8K
+ 213.94%
$2.1M - $2.17M
52.6K $3.02M
Jul 28, 2023 Q2 2023
Waterfront Wealth Inc.

BUY
 -
34.6K
+ 32.33%
$2.03M - $2.1M
142K $8.15M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
33.9K
+ 19.39%
$1.99M - $2.06M
209K $12M
Aug 07, 2023 Q2 2023
Wells Financial Advisors Inc

BUY
 -
32.3K
+ 31.7%
$1.89M - $1.96M
134K $7.71M
Jul 24, 2023 Q2 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
30.3K
+ 59.19%
$1.78M - $1.84M
81.6K $4.69M
Aug 04, 2023 Q2 2023
Comerica Securities,Inc.

BUY
 -
30.2K
+ 505.5%
$1.77M - $1.83M
36.1K $2.08M
Aug 09, 2023 Q2 2023
Evoke Wealth, LLC

BUY
 -
29.6K
+ 15.84%
$1.73M - $1.79M
216K $12.4M
Aug 10, 2023 Q2 2023
Lowe Brockenbrough & CO Inc

BUY
 -
29K
New
$1.7M - $1.76M
29K $1.67M
Aug 09, 2023 Q2 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
28.8K
+ 13.16%
$1.69M - $1.74M
247K $14.2M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
28.4K
+ 48.8%
$1.66M - $1.72M
86.5K $4.98M
Jul 19, 2023 Q2 2023
25 LLC

St. Louis, MO
BUY
 -
27.2K
+ 26.92%
$1.59M - $1.65M
128K $7.36M
Aug 04, 2023 Q2 2023
Prairie View Partners, LLC

BUY
 -
26K
+ 4.61%
$1.52M - $1.58M
590K $33.9M
Aug 08, 2023 Q2 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
25.8K
+ 13.34%
$1.51M - $1.56M
219K $12.6M
Aug 08, 2023 Q2 2023
Gitterman Wealth Management, LLC

BUY
 -
24.7K
+ 2.05%
$1.45M - $1.5M
1.23M $70.8M
Aug 09, 2023 Q2 2023
Wade Financial Advisory, Inc

BUY
 -
23.8K
+ 21.79%
$1.4M - $1.44M
133K $7.66M
Jul 11, 2023 Q2 2023
Capital Investment Services Of America, Inc.

BUY
 -
23.8K
+ 16.62%
$1.39M - $1.44M
167K $9.59M
Aug 11, 2023 Q2 2023
Core Wealth Partners LLC

Santa Rosa, CA
BUY
 -
23.5K
New
$1.38M - $1.43M
23.5K $1.35M
Jul 25, 2023 Q2 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
23.2K
New
$1.36M - $1.41M
23.2K $1.33M

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