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 10, 2023
Q3 2023
|
Tl Private Wealth
|
BUY
|
- |
10.2K+ 6.61% |
$762K - $772K
|
164K
$12.8M
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
10.2K+ 1.79% |
$761K - $771K
|
577K
$45.2M
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
9.89K+ 9.94% |
$742K - $752K
|
109K
$8.57M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.27K+ 54.91% |
$695K - $704K
|
26.1K
$2.05M
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.2K+ 329.02% |
$690K - $699K
|
12K
$939K
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
9.17KNew |
$687K - $696K
|
9.17K
$717K
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
9.13K+ 6.22% |
$684K - $693K
|
156K
$12.2M
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
9.1KNew |
$683K - $692K
|
9.1K
$712K
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
9.08K+ 35.29% |
$681K - $690K
|
34.8K
$2.72M
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
8.67K+ 258.19% |
$650K - $658K
|
12K
$941K
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
8.47K+ 4.76% |
$635K - $643K
|
186K
$14.6M
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8.15K+ 16.88% |
$611K - $619K
|
56.4K
$4.41M
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
8.15K+ 98.28% |
$611K - $619K
|
16.4K
$1.29M
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
8.02K+ 5.7% |
$602K - $610K
|
149K
$11.7M
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
7.86K+ 0.71% |
$589K - $597K
|
1.12M
$87.6M
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
BUY
|
- |
7.46K+ 7.51% |
$560K - $567K
|
107K
$8.37M
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
7.38K+ 1.77% |
$554K - $561K
|
424K
$33.2M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
7.38K+ 25.56% |
$553K - $561K
|
36.3K
$2.84M
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.38K+ 2.31% |
$553K - $561K
|
327K
$25.6M
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
7.34K+ 7.74% |
$550K - $558K
|
102K
$8M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.3KNew |
$547K - $555K
|
7.3K
$571K
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
7.27K+ 7.9% |
$545K - $552K
|
99.2K
$7.77M
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.24KNew |
$543K - $550K
|
7.24K
$567K
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
BUY
|
- |
7.1K+ 1.15% |
$532K - $539K
|
622K
$48.7M
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
7.09K+ 1.62% |
$532K - $539K
|
445K
$34.8M
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7K+ 1.96% |
$525K - $532K
|
365K
$28.6M
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
6.93K+ 19.12% |
$520K - $527K
|
43.2K
$3.38M
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
6.89K+ 20.19% |
$517K - $524K
|
41K
$3.21M
|
|
Oct 12, 2023
Q3 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
6.85K+ 2.88% |
$514K - $521K
|
245K
$19.2M
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
6.76K+ 6.96% |
$507K - $513K
|
104K
$8.13M
|
|
Nov 14, 2023
Q3 2023
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
6.76K+ 2.37% |
$507K - $513K
|
292K
$22.9M
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
6.62KNew |
$496K - $503K
|
6.62K
$518K
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
6.53K+ 6.14% |
$490K - $496K
|
113K
$8.83M
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.42K+ 7.14% |
$481K - $488K
|
96.3K
$7.54M
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
6.32K+ 11.83% |
$474K - $480K
|
59.7K
$4.68M
|
|
Nov 06, 2023
Q3 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
6.14K+ 0.49% |
$460K - $466K
|
1.25M
$97.9M
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
6.07K+ 2.48% |
$455K - $461K
|
251K
$19.6M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.03K+ 2.18% |
$452K - $458K
|
282K
$22.1M
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
6.02K+ 2.99% |
$451K - $457K
|
207K
$16.2M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.02K+ 7.82% |
$451K - $457K
|
83K
$6.49M
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
6KNew |
$450K - $456K
|
6K
$470K
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
5.98K+ 2.21% |
$448K - $454K
|
276K
$21.6M
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5.91K+ 3.65% |
$443K - $449K
|
168K
$13.1M
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.87K+ 6.96% |
$440K - $446K
|
90.2K
$7.06M
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.78K+ 10.87% |
$433K - $439K
|
58.9K
$4.61M
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
5.72KNew |
$429K - $435K
|
5.72K
$448K
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
5.69K+ 2.06% |
$427K - $432K
|
281K
$22M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.61K+ 289.93% |
$421K - $427K
|
7.55K
$591K
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
5.54K+ 12.1% |
$416K - $421K
|
51.3K
$4.02M
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
5.44K+ 2.71% |
$408K - $414K
|
206K
$16.2M
|