Latest Institutional Transactions on Vanguard Intermediate Term Tre (VGIT)
This table provides information on the latest institutional transactions involving Vanguard Intermediate Term Tre (VGIT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
738+ 20.21% |
$42.6K - $44.6K
|
4.39K
$255K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.46K+ 8.13% |
$142K - $149K
|
32.7K
$1.9M
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
50.6KNew |
$2.92M - $3.06M
|
50.6K
$2.94M
|
|
| Q4 2022 | |||||||
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
476K+ 132.46% |
$27.2M - $28.4M
|
835K
$48.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-172K- 97.72% |
$9.81M - $10.2M
|
4.01K
$233K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
27.6K+ 26.04% |
$1.58M - $1.65M
|
134K
$7.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.02KNew |
$401K - $419K
|
7.02K
$408K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
978New |
$55.9K - $58.4K
|
978
$56.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
40.5KNew |
$2.31M - $2.41M
|
40.5K
$2.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
210New |
$12K - $12.5K
|
210
$12.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
25New |
$1.43K - $1.49K
|
25
$1.45K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
11.1MNew |
$632M - $660M
|
11.1M
$643M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
46.7K+ 49.47% |
$2.67M - $2.79M
|
141K
$8.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
54.4KNew |
$3.11M - $3.25M
|
54.4K
$3.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
339+ 100.0% |
$19.4K - $20.2K
|
678
$39.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
4.69KNew |
$268K - $280K
|
4.69K
$272K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
390New |
$22.3K - $23.3K
|
390
$22.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-85- 11.89% |
$4.86K - $5.07K
|
630
$36.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
647New |
$37K - $38.6K
|
647
$37.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
3.91KNew |
$223K - $233K
|
3.91K
$227K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
175New |
$10K - $10.4K
|
175
$10.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
72.3K+ 64.07% |
$4.13M - $4.32M
|
185K
$10.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
219New |
$12.5K - $13.1K
|
219
$12.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.85KNew |
$106K - $111K
|
1.85K
$108K
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
4.94KNew |
$282K - $295K
|
4.94K
$287K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-578- 51.29% |
$33K - $34.5K
|
549
$31.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-354- 4.13% |
$20.2K - $21.1K
|
8.22K
$477K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$57.1 - $59.7
|
13.1K
$762K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
7.8KNew |
$445K - $465K
|
7.8K
$453K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
3.22KNew |
$184K - $192K
|
3.22K
$187K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-123- 85.42% |
$7.03K - $7.34K
|
21
$1.22K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
48+ 1.38% |
$2.74K - $2.86K
|
3.53K
$205K
|
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-62.8K- 97.06% |
$3.59M - $3.75M
|
1.9K
$110K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-145- 4.11% |
$8.29K - $8.65K
|
3.38K
$196K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
178New |
$10.2K - $10.6K
|
178
$10.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
78New |
$4.46K - $4.65K
|
78
$4.53K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
115New |
$6.57K - $6.86K
|
115
$6.68K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
4.62KNew |
$264K - $275K
|
4.62K
$268K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-9.36K- 18.52% |
$535K - $559K
|
41.2K
$2.39M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
239New |
$13.7K - $14.3K
|
239
$13.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
585New |
$33.4K - $34.9K
|
585
$34K
|
|
| Q3 2022 | |||||||
|
Dec 26, 2024
Q3 2022
|
Cypress Capital, LLC
|
BUY
|
- |
6.43KNew |
$371K - $401K
|
6.43K
$373K
|
|
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
104New |
$6K - $6.48K
|
104
$6.04K
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-67- 1.47% |
$3.87K - $4.18K
|
4.49K
$261K
|
|
|
Nov 14, 2022
Q3 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-141- 2.29% |
$8.14K - $8.79K
|
6.01K
$349K
|
|
|
Nov 14, 2022
Q3 2022
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
4.05K+ 30.93% |
$234K - $252K
|
17.1K
$995K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
5.37K+ 74.95% |
$310K - $335K
|
12.5K
$727K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
39New |
$2.25K - $2.43K
|
39
$2.26K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
140+ 0.84% |
$8.08K - $8.72K
|
16.8K
$974K
|
|