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 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
191+ 2.32% |
$10.9K - $11.4K
|
8.44K
$490K
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
179+ 3.88% |
$10.2K - $10.7K
|
4.79K
$278K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
178New |
$10.2K - $10.6K
|
178
$10.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
175New |
$10K - $10.4K
|
175
$10.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
149+ 48.69% |
$8.51K - $8.89K
|
455
$26.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
149+ 0.18% |
$8.51K - $8.89K
|
81.5K
$4.73M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
148New |
$8.46K - $8.83K
|
148
$8.59K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
132+ 105.6% |
$7.54K - $7.88K
|
257
$14.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
130+ 43.77% |
$7.43K - $7.76K
|
427
$24.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
115New |
$6.57K - $6.86K
|
115
$6.68K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
104+ 0.6% |
$5.94K - $6.21K
|
17.5K
$1.02M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
100New |
$5.71K - $5.97K
|
100
$5.81K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
92New |
$5.26K - $5.49K
|
92
$5.34K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
85+ 4.71% |
$4.86K - $5.07K
|
1.89K
$110K
|
|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
BUY
|
- |
83+ 0.29% |
$4.74K - $4.95K
|
29K
$1.69M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
78New |
$4.46K - $4.65K
|
78
$4.53K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
76New |
$4.34K - $4.53K
|
76
$4.41K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
75New |
$4.29K - $4.48K
|
75
$4.35K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
66New |
$3.77K - $3.94K
|
66
$3.83K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
48New |
$2.74K - $2.86K
|
48
$2.79K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
48+ 1.38% |
$2.74K - $2.86K
|
3.53K
$205K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
38+ 26.21% |
$2.17K - $2.27K
|
183
$10.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
33+ 0.42% |
$1.89K - $1.97K
|
7.81K
$453K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
33+ 5.55% |
$1.89K - $1.97K
|
628
$36.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
29New |
$1.66K - $1.73K
|
29
$1.68K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
25New |
$1.43K - $1.49K
|
25
$1.45K
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
23+ 0.44% |
$1.31K - $1.37K
|
5.19K
$301K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
16New |
$914 - $955
|
16
$929
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
13+ 0.31% |
$743 - $776
|
4.26K
$247K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8+ 5.0% |
$457 - $477
|
168
$9.75K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
6+ 0.03% |
$343 - $358
|
17.5K
$1.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.42% |
$57.1 - $59.7
|
238
$13.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1+ 0.01% |
$57.1 - $59.7
|
7.23K
$419K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$57.1 - $59.7
|
13.1K
$762K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 27, 2024
Q4 2022
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1- 0.01% |
$57.1 - $59.7
|
7.55K
$438K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-7- 0.48% |
$400 - $418
|
1.46K
$84.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-18- 0.08% |
$1.03K - $1.07K
|
22.4K
$1.3M
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-20- 34.48% |
$1.14K - $1.19K
|
38
$2.21K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-27- 1.69% |
$1.54K - $1.61K
|
1.57K
$91K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-27- 1.69% |
$1.54K - $1.61K
|
1.57K
$91K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-31- 2.99% |
$1.77K - $1.85K
|
1.01K
$58.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-35- 7.14% |
$2K - $2.09K
|
455
$26.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-53- 0.51% |
$3.03K - $3.16K
|
10.4K
$604K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-65- 2.62% |
$3.71K - $3.88K
|
2.41K
$140K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-85- 11.89% |
$4.86K - $5.07K
|
630
$36.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-115- 9.54% |
$6.57K - $6.86K
|
1.09K
$63.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-123- 85.42% |
$7.03K - $7.34K
|
21
$1.22K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-133- 2.36% |
$7.6K - $7.94K
|
5.51K
$320K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-135- 1.17% |
$7.71K - $8.06K
|
11.4K
$662K
|