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 |
---|---|---|---|---|---|---|---|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.37KNew |
$253K - $256K
|
3.37K
$263K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.34K+ 46.23% |
$251K - $254K
|
10.6K
$825K
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.32K+ 17.83% |
$249K - $252K
|
21.9K
$1.71M
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3.24K+ 10.73% |
$243K - $246K
|
33.4K
$2.61M
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.1K+ 99.39% |
$232K - $236K
|
6.22K
$485K
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.09KNew |
$232K - $235K
|
3.09K
$241K
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.09KNew |
$232K - $235K
|
3.09K
$241K
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
3.01KNew |
$225K - $228K
|
3.01K
$235K
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
BUY
|
- |
3.01K+ 2.92% |
$225K - $228K
|
106K
$8.26M
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.99KNew |
$224K - $227K
|
2.99K
$233K
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.98K+ 8.85% |
$223K - $226K
|
36.7K
$2.86M
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2.97K+ 5.94% |
$223K - $226K
|
53K
$4.14M
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.97K+ 0.75% |
$223K - $226K
|
398K
$31.1M
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.96KNew |
$222K - $225K
|
2.96K
$231K
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
2.94KNew |
$221K - $223K
|
2.94K
$230K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.93KNew |
$220K - $223K
|
2.93K
$229K
|
|
Nov 06, 2023
Q3 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.9K+ 5.31% |
$217K - $220K
|
57.5K
$4.49M
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2.88KNew |
$216K - $219K
|
2.88K
$225K
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.87KNew |
$215K - $218K
|
2.87K
$224K
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.86KNew |
$214K - $217K
|
2.86K
$223K
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.83K+ 2.29% |
$212K - $215K
|
126K
$9.86M
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.8KNew |
$210K - $213K
|
2.8K
$219K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.79K+ 36.78% |
$209K - $212K
|
10.4K
$810K
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2.74KNew |
$206K - $208K
|
2.74K
$214K
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.7K+ 2.98% |
$203K - $205K
|
93.4K
$7.29M
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
2.69K+ 1.13% |
$202K - $204K
|
242K
$18.9M
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
2.67KNew |
$201K - $203K
|
2.67K
$209K
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.67K+ 5.34% |
$200K - $203K
|
52.7K
$4.11M
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
2.65K+ 47.37% |
$199K - $201K
|
8.24K
$643K
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.6K+ 90.14% |
$195K - $197K
|
5.47K
$427K
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.57K+ 2.32% |
$192K - $195K
|
113K
$8.84M
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.56K+ 2.91% |
$192K - $195K
|
90.6K
$7.07M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.55K+ 17.01% |
$191K - $194K
|
17.5K
$1.37M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.55K+ 86.54% |
$191K - $193K
|
5.49K
$428K
|
|
Nov 01, 2023
Q3 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
2.53K+ 23.02% |
$190K - $192K
|
13.5K
$1.06M
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.53K+ 2.48% |
$190K - $192K
|
105K
$8.16M
|
|
Nov 07, 2023
Q3 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
2.5K+ 6.69% |
$187K - $190K
|
39.9K
$3.11M
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.48K+ 2.42% |
$186K - $188K
|
105K
$8.2M
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.34K+ 4.92% |
$176K - $178K
|
50K
$3.9M
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.33K+ 3.85% |
$175K - $177K
|
63K
$4.91M
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.29K+ 32.16% |
$172K - $174K
|
9.42K
$735K
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.28K+ 8.27% |
$171K - $173K
|
29.9K
$2.33M
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.25K+ 5.19% |
$169K - $171K
|
45.5K
$3.55M
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2.23K+ 3.17% |
$167K - $169K
|
72.4K
$5.65M
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.15K+ 8.86% |
$161K - $163K
|
26.4K
$2.06M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.1K+ 6.54% |
$158K - $160K
|
34.3K
$2.67M
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.09K+ 6.52% |
$157K - $159K
|
34.1K
$2.66M
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.05K+ 17.01% |
$154K - $156K
|
14.1K
$1.1M
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.05K+ 2.49% |
$154K - $156K
|
84.5K
$6.59M
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.04K+ 2.87% |
$153K - $155K
|
73K
$5.7M
|