Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.64K+ 1025.0% |
$120K - $127K
|
1.8K
$133K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.4K+ 35.93% |
$103K - $109K
|
5.31K
$393K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.4K+ 12.9% |
$102K - $108K
|
12.2K
$904K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
1.36K+ 10.46% |
$99.5K - $105K
|
14.4K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.35K+ 5.84% |
$99K - $105K
|
24.5K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.26K+ 1.41% |
$92.3K - $97.7K
|
90.6K
$6.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
1.25K+ 1.78% |
$91.4K - $96.8K
|
71.3K
$5.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.23K+ 8.81% |
$89.9K - $95.2K
|
15.2K
$1.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.2K+ 4.99% |
$87.4K - $92.5K
|
25.1K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
1.14K+ 3.55% |
$83.5K - $88.4K
|
33.3K
$2.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.14K+ 17.65% |
$83.1K - $88K
|
7.57K
$561K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.11K+ 31.73% |
$81.2K - $86K
|
4.61K
$342K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.11K+ 5.6% |
$80.9K - $85.7K
|
20.9K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
970New |
$70.9K - $75.1K
|
970
$71.8K
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
930+ 0.75% |
$68K - $72K
|
125K
$9.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
925+ 2.65% |
$67.6K - $71.6K
|
35.9K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
880+ 2.82% |
$64.3K - $68.1K
|
32K
$2.37M
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
874+ 18.41% |
$63.9K - $67.7K
|
5.62K
$416K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
845+ 0.28% |
$61.8K - $65.4K
|
298K
$22.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
834New |
$61K - $64.6K
|
834
$61.8K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
826New |
$60.4K - $64K
|
826
$61.2K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
806+ 4.83% |
$58.9K - $62.4K
|
17.5K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
788+ 287.59% |
$57.6K - $61K
|
1.06K
$78.7K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
780+ 10.69% |
$57K - $60.4K
|
8.08K
$598K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
769+ 14.46% |
$56.2K - $59.5K
|
6.09K
$451K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
677+ 9.56% |
$49.5K - $52.4K
|
7.76K
$575K
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
600+ 16.97% |
$43.9K - $46.5K
|
4.14K
$306K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
549+ 1.67% |
$40.1K - $42.5K
|
33.5K
$2.48M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
406+ 2.36% |
$29.7K - $31.4K
|
17.6K
$1.3M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
400+ 6.59% |
$29.2K - $31K
|
6.47K
$479K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
391+ 5.65% |
$28.6K - $30.3K
|
7.31K
$541K
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
BUY
|
- |
372+ 1.95% |
$27.2K - $28.8K
|
19.5K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
346+ 1.27% |
$25.3K - $26.8K
|
27.5K
$2.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
335+ 3.28% |
$24.5K - $25.9K
|
10.6K
$781K
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
323+ 0.35% |
$23.6K - $25K
|
91.8K
$6.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
304New |
$22.2K - $23.5K
|
304
$22.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
293+ 1627.78% |
$21.4K - $22.7K
|
311
$23K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
276New |
$20.2K - $21.4K
|
276
$20.4K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
246+ 1.75% |
$18K - $19K
|
14.3K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
227+ 3.17% |
$16.6K - $17.6K
|
7.39K
$547K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
198+ 0.85% |
$14.5K - $15.3K
|
23.4K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
179+ 0.21% |
$13.1K - $13.9K
|
85.7K
$6.35M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
161+ 4.05% |
$11.8K - $12.5K
|
4.14K
$307K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
150New |
$11K - $11.6K
|
150
$11.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
149New |
$10.9K - $11.5K
|
149
$11K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
143+ 3.25% |
$10.5K - $11.1K
|
4.54K
$336K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
139New |
$10.2K - $10.8K
|
139
$10.3K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
138+ 0.51% |
$10.1K - $10.7K
|
27.2K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
88+ 1.4% |
$6.43K - $6.81K
|
6.37K
$472K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
86New |
$6.29K - $6.66K
|
86
$6.37K
|