Purchases and Sales Made in Q1 2023 in Vanguard Lg Trm Corp Bd ETF (VCLT)
This table provides information about the institutional ownership of Vanguard Lg Trm Corp Bd ETF (VCLT) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD LG-TRM CORP BD ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 01, 2023
Q1 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
1.01K+ 31.94% |
$76K - $82.9K
|
4.16K
$314K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
978+ 1.47% |
$73.9K - $80.6K
|
67.5K
$5.1M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
903+ 141.54% |
$68.2K - $74.5K
|
1.54K
$116K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
901+ 5.05% |
$68.1K - $74.3K
|
18.8K
$1.42M
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
900+ 22.56% |
$68K - $74.2K
|
4.89K
$369K
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
893+ 3.17% |
$67.5K - $73.6K
|
29.1K
$2.2M
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
838+ 1.9% |
$63.3K - $69.1K
|
45K
$3.4M
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
799+ 3.28% |
$60.4K - $65.9K
|
25.1K
$1.9M
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
645+ 4.53% |
$48.7K - $53.2K
|
14.9K
$1.12M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
605+ 4.35% |
$45.7K - $49.9K
|
14.5K
$1.1M
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
492New |
$37.2K - $40.6K
|
492
$37.2K
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
395+ 1.61% |
$29.8K - $32.6K
|
24.9K
$1.88M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
333+ 3.21% |
$25.2K - $27.5K
|
10.7K
$809K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
310+ 7.29% |
$23.4K - $25.6K
|
4.56K
$344K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
279+ 9.35% |
$21.1K - $23K
|
3.26K
$246K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
261+ 41.63% |
$19.7K - $21.5K
|
888
$67.1K
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
229+ 7.8% |
$17.3K - $18.9K
|
3.17K
$239K
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
209+ 2.28% |
$15.8K - $17.2K
|
9.37K
$707K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
200New |
$15.1K - $16.5K
|
200
$15.1K
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
194+ 5.31% |
$14.7K - $16K
|
3.85K
$290K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
151+ 387.18% |
$11.4K - $12.4K
|
190
$14.3K
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
150+ 16.3% |
$11.3K - $12.4K
|
1.07K
$80.8K
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
136New |
$10.3K - $11.2K
|
136
$10.3K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
125+ 6.87% |
$9.45K - $10.3K
|
1.95K
$147K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
78+ 2.45% |
$5.89K - $6.43K
|
3.26K
$246K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
73+ 51.05% |
$5.52K - $6.02K
|
216
$16.3K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
64New |
$4.84K - $5.28K
|
64
$4.83K
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
BUY
|
- |
32+ 1.92% |
$2.42K - $2.64K
|
1.7K
$128K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
22New |
$1.66K - $1.81K
|
22
$1.66K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
7+ 1.28% |
$529 - $577
|
555
$41.9K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6+ 0.42% |
$453 - $495
|
1.45K
$110K
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
5+ 0.16% |
$378 - $412
|
3.12K
$235K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5+ 0.18% |
$378 - $412
|
2.73K
$206K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 1.03% |
$75.6 - $82.5
|
98
$7.4K
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-19- 0.36% |
$1.44K - $1.57K
|
5.26K
$397K
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-52- 0.47% |
$3.93K - $4.29K
|
11K
$833K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-85- 17.53% |
$6.42K - $7.01K
|
400
$30.2K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-93- 1.05% |
$7.03K - $7.67K
|
8.78K
$663K
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-100- 2.32% |
$7.56K - $8.25K
|
4.21K
$318K
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-112- 0.78% |
$8.46K - $9.23K
|
14.2K
$1.07M
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-114Closed |
$8.61K - $9.4K
|
0
$0
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-130- 38.01% |
$9.82K - $10.7K
|
212
$16K
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-157- 1.33% |
$11.9K - $12.9K
|
11.6K
$876K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-175- 88.83% |
$13.2K - $14.4K
|
22
$1.66K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-199- 1.08% |
$15K - $16.4K
|
18.2K
$1.37M
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-200- 0.87% |
$15.1K - $16.5K
|
22.9K
$1.73M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-201- 34.3% |
$15.2K - $16.6K
|
385
$29.1K
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-207- 95.83% |
$15.6K - $17.1K
|
9
$680
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-224- 3.06% |
$16.9K - $18.5K
|
7.09K
$535K
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-265- 0.4% |
$20K - $21.8K
|
66K
$4.98M
|