Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
56KNew |
$4.2M - $4.26M
|
56K
$4.38M
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
53.8K+ 10.74% |
$4.04M - $4.09M
|
555K
$43.4M
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
52.2K+ 4.18% |
$3.91M - $3.96M
|
1.3M
$102M
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
51K+ 453.39% |
$3.83M - $3.88M
|
62.3K
$4.87M
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
50.4K+ 6.8% |
$3.78M - $3.83M
|
791K
$61.8M
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
50.3K+ 2.39% |
$3.77M - $3.82M
|
2.15M
$168M
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
47.7K+ 2.0% |
$3.58M - $3.63M
|
2.44M
$191M
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
47.4K+ 15.92% |
$3.56M - $3.61M
|
345K
$27M
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
47.2K+ 415.29% |
$3.54M - $3.59M
|
58.6K
$4.58M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
46.1K+ 11.19% |
$3.46M - $3.51M
|
458K
$35.8M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
45.8K+ 16.92% |
$3.43M - $3.48M
|
316K
$24.7M
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
44.9K+ 3.88% |
$3.37M - $3.41M
|
1.2M
$94M
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
44.7K+ 38.48% |
$3.35M - $3.4M
|
161K
$12.6M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
43.9K+ 18.68% |
$3.29M - $3.34M
|
279K
$21.8M
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
43.7KNew |
$3.28M - $3.32M
|
43.7K
$3.42M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
42.3K+ 27.15% |
$3.17M - $3.21M
|
198K
$15.5M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
42.1K+ 169.39% |
$3.16M - $3.2M
|
67K
$5.24M
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
42K+ 24.3% |
$3.15M - $3.19M
|
215K
$16.8M
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
41.8K+ 10.87% |
$3.14M - $3.18M
|
427K
$33.3M
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
41.3K+ 4.99% |
$3.1M - $3.14M
|
870K
$68M
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
41.3KNew |
$3.09M - $3.14M
|
41.3K
$3.23M
|
|
Oct 24, 2023
Q3 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
40.2KNew |
$3.02M - $3.06M
|
40.2K
$3.15M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
39.4K+ 13.68% |
$2.95M - $2.99M
|
327K
$25.6M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
37.6K+ 1.76% |
$2.82M - $2.86M
|
2.17M
$170M
|
|
Nov 14, 2023
Q3 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
36.1K+ 642.46% |
$2.7M - $2.74M
|
41.7K
$3.26M
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
36K+ 309.78% |
$2.7M - $2.74M
|
47.7K
$3.73M
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
BUY
|
- |
36K+ 13.47% |
$2.7M - $2.73M
|
303K
$23.7M
|
|
Nov 13, 2023
Q3 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
35.8K+ 22.57% |
$2.69M - $2.72M
|
195K
$15.2M
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
34.5K+ 105.97% |
$2.59M - $2.62M
|
67.1K
$5.25M
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
34KNew |
$2.55M - $2.59M
|
34K
$2.66M
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
32.6K+ 6.42% |
$2.44M - $2.48M
|
541K
$42.3M
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
32.1KNew |
$2.4M - $2.44M
|
32.1K
$2.51M
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
31.9K+ 108.52% |
$2.39M - $2.43M
|
61.3K
$4.8M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
31.8K+ 47.99% |
$2.39M - $2.42M
|
98.2K
$7.67M
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
31.6K+ 10.01% |
$2.37M - $2.4M
|
348K
$27.2M
|
|
Nov 03, 2023
Q3 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
31.5K+ 79.46% |
$2.36M - $2.39M
|
71.2K
$5.56M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
31.4K+ 1.75% |
$2.36M - $2.39M
|
1.82M
$142M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
31.1K+ 216.4% |
$2.33M - $2.36M
|
45.4K
$3.55M
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
30.6K+ 22.86% |
$2.3M - $2.33M
|
165K
$12.9M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29.8K+ 11.35% |
$2.24M - $2.27M
|
293K
$22.9M
|
|
Oct 25, 2023
Q3 2023
|
Bck Partners, Inc.
|
BUY
|
- |
27.8K+ 5.89% |
$2.08M - $2.11M
|
500K
$39.1M
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
27K+ 32.68% |
$2.02M - $2.05M
|
110K
$8.56M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
26.7K+ 49.32% |
$2M - $2.03M
|
80.8K
$6.32M
|
|
Nov 01, 2023
Q3 2023
|
Oikos Holdings LLC
|
BUY
|
- |
26.6K+ 28.76% |
$1.99M - $2.02M
|
119K
$9.31M
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
26K+ 15.78% |
$1.95M - $1.97M
|
190K
$14.9M
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
25.9KNew |
$1.94M - $1.97M
|
25.9K
$2.03M
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
23.7K+ 3.19% |
$1.78M - $1.8M
|
768K
$60M
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
23.7K+ 3.19% |
$1.78M - $1.8M
|
768K
$60M
|
|
Nov 13, 2023
Q3 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
23.5K+ 21.02% |
$1.76M - $1.79M
|
135K
$10.6M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
20.5K+ 7.62% |
$1.54M - $1.56M
|
290K
$22.6M
|