Purchases and Sales Made in Q4 2023 in Vanguard Sht Term Corp Bd ETF (VCSH)
This table provides information about the institutional ownership of Vanguard Sht Term Corp Bd ETF (VCSH) during Q4 2023. The information is specifically focused on institutions that hold shares of VANGUARD SHT-TERM CORP BD ETF .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.94K- 56.0% |
$294K - $305K
|
3.1K
$241K
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-4K- 32.41% |
$298K - $309K
|
8.34K
$649K
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.01K- 3.54% |
$298K - $310K
|
109K
$8.5M
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.15K- 3.84% |
$309K - $321K
|
104K
$8.07M
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-4.27K- 8.11% |
$318K - $330K
|
48.4K
$3.76M
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.32K- 19.64% |
$321K - $334K
|
17.7K
$1.37M
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-4.37K- 62.77% |
$326K - $338K
|
2.59K
$202K
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-4.44K- 0.76% |
$331K - $343K
|
577K
$44.9M
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
SELL
|
- |
-4.46K- 7.42% |
$333K - $345K
|
55.7K
$4.33M
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4.5K- 16.68% |
$335K - $348K
|
22.5K
$1.75M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.55K- 3.81% |
$339K - $352K
|
115K
$8.92M
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-4.64K- 24.11% |
$345K - $359K
|
14.6K
$1.14M
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.7K- 12.23% |
$350K - $364K
|
33.8K
$2.63M
|
|
Jan 31, 2024
Q4 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-4.71K- 11.31% |
$350K - $364K
|
36.9K
$2.87M
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-4.71K- 13.92% |
$351K - $364K
|
29.1K
$2.26M
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-4.71K- 32.58% |
$351K - $365K
|
9.75K
$759K
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-4.74K- 32.0% |
$353K - $367K
|
10.1K
$784K
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4.81K- 59.12% |
$358K - $372K
|
3.33K
$259K
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
SELL
|
- |
-4.82K- 42.33% |
$359K - $373K
|
6.57K
$511K
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-4.83K- 14.17% |
$360K - $374K
|
29.3K
$2.28M
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.88K- 90.36% |
$364K - $378K
|
521
$40.5K
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-4.9K- 0.68% |
$365K - $379K
|
711K
$55.3M
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.92K- 23.51% |
$366K - $380K
|
16K
$1.24M
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-5K- 37.83% |
$372K - $387K
|
8.22K
$639K
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-5.03K- 22.48% |
$374K - $389K
|
17.3K
$1.35M
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.04K- 26.98% |
$376K - $390K
|
13.6K
$1.06M
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-5.18K- 13.44% |
$386K - $401K
|
33.3K
$2.59M
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.19K- 4.64% |
$386K - $401K
|
107K
$8.3M
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-5.52K- 12.23% |
$411K - $427K
|
39.6K
$3.08M
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.54K- 2.61% |
$412K - $428K
|
206K
$16M
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-5.55K- 33.91% |
$413K - $429K
|
10.8K
$841K
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-5.55K- 7.58% |
$414K - $430K
|
67.7K
$5.26M
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-5.58K- 5.57% |
$416K - $432K
|
94.6K
$7.36M
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-5.59K- 31.28% |
$416K - $432K
|
12.3K
$955K
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-5.64K- 9.61% |
$420K - $436K
|
53K
$4.12M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.69K- 10.69% |
$424K - $440K
|
47.5K
$3.69M
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5.71K- 75.68% |
$426K - $442K
|
1.84K
$143K
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-5.74K- 96.93% |
$428K - $444K
|
182
$14.2K
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-5.75K- 2.5% |
$428K - $445K
|
224K
$17.5M
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-5.85K- 1.12% |
$436K - $453K
|
517K
$40.2M
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5.92K- 5.91% |
$441K - $458K
|
94.2K
$7.33M
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-5.94K- 4.89% |
$442K - $459K
|
116K
$8.99M
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.94K- 22.73% |
$443K - $460K
|
20.2K
$1.57M
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.96K- 0.31% |
$444K - $461K
|
1.91M
$148M
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-5.99K- 4.89% |
$446K - $464K
|
117K
$9.07M
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6.06K- 69.21% |
$452K - $469K
|
2.7K
$210K
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-6.19K- 12.37% |
$461K - $479K
|
43.8K
$3.41M
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-6.26K- 6.23% |
$466K - $484K
|
94.2K
$7.33M
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-6.27K- 17.07% |
$467K - $485K
|
30.5K
$2.37M
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-6.29K- 47.05% |
$469K - $487K
|
7.08K
$551K
|