Purchases and Sales Made in Q4 2022 in Vanguard Intermediate Term Tre (VGIT)
This table provides information about the institutional ownership of Vanguard Intermediate Term Tre (VGIT) during Q4 2022. 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 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16.1K+ 5.25% |
$917K - $958K
|
322K
$18.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.6K+ 7.19% |
$893K - $933K
|
233K
$13.5M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
15.4KNew |
$881K - $920K
|
15.4K
$895K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
15KNew |
$860K - $898K
|
15K
$874K
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
14.5KNew |
$829K - $865K
|
14.5K
$842K
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
13.6KNew |
$776K - $810K
|
13.6K
$788K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
12.9K+ 4.26% |
$738K - $770K
|
316K
$18.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
12.8K+ 64.8% |
$734K - $766K
|
32.7K
$1.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.6K+ 303.31% |
$718K - $749K
|
16.7K
$969K
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
12.3KNew |
$700K - $731K
|
12.3K
$712K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.1K+ 4.15% |
$691K - $721K
|
304K
$17.6M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.7KNew |
$670K - $700K
|
11.7K
$681K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.7KNew |
$666K - $696K
|
11.7K
$677K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.6K+ 76.55% |
$662K - $692K
|
26.7K
$1.55M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.6K+ 154.99% |
$660K - $690K
|
19K
$1.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.9K+ 18.46% |
$624K - $652K
|
70.1K
$4.07M
|
|
|
Jan 30, 2023
Q4 2022
|
Sws Partners
|
BUY
|
- |
10.8K+ 93.78% |
$616K - $644K
|
22.3K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
10.7KNew |
$612K - $639K
|
10.7K
$622K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
10.3KNew |
$586K - $612K
|
10.3K
$595K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
9.63K+ 43.06% |
$550K - $574K
|
32K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
9.35K+ 12.14% |
$534K - $558K
|
86.4K
$5.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9.17K+ 59.84% |
$524K - $547K
|
24.5K
$1.42M
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
9.13K+ 22.58% |
$522K - $545K
|
49.6K
$2.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
8.97K+ 40.94% |
$513K - $535K
|
30.9K
$1.79M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
8.41KNew |
$481K - $502K
|
8.41K
$488K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
8.27K+ 672.36% |
$473K - $493K
|
9.5K
$552K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
8K+ 32.16% |
$457K - $477K
|
32.9K
$1.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
7.86KNew |
$449K - $469K
|
7.86K
$456K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
7.8KNew |
$445K - $465K
|
7.8K
$453K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.74KNew |
$442K - $462K
|
7.74K
$449K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
7.49K+ 25.36% |
$428K - $447K
|
37K
$2.15M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.43K+ 10.68% |
$424K - $443K
|
77K
$4.47M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
7.27KNew |
$415K - $434K
|
7.27K
$422K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7.26KNew |
$415K - $433K
|
7.26K
$422K
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
7.25KNew |
$414K - $433K
|
7.25K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.06KNew |
$403K - $421K
|
7.06K
$410K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.02KNew |
$401K - $419K
|
7.02K
$408K
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
6.97KNew |
$398K - $416K
|
6.97K
$405K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
6.94KNew |
$396K - $414K
|
6.94K
$403K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.94K+ 35.86% |
$396K - $414K
|
26.3K
$1.53M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.79KNew |
$388K - $405K
|
6.79K
$394K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.59K+ 15.05% |
$377K - $393K
|
50.4K
$2.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.34K+ 22.91% |
$362K - $378K
|
34K
$1.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.28KNew |
$359K - $375K
|
6.28K
$365K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.22K+ 11.98% |
$355K - $371K
|
58.1K
$3.38M
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.2KNew |
$354K - $370K
|
6.2K
$360K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.16K+ 84.15% |
$352K - $368K
|
13.5K
$783K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.1K+ 14.58% |
$348K - $364K
|
47.9K
$2.78M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.88KNew |
$336K - $351K
|
5.88K
$342K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.69K+ 11.79% |
$325K - $340K
|
54K
$3.13M
|