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 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
308+ 3.33% |
$23.1K - $23.4K
|
9.57K
$757K
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
307+ 4.56% |
$23K - $23.3K
|
7.03K
$556K
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
300+ 0.75% |
$22.5K - $22.8K
|
40.4K
$3.19M
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
300+ 0.75% |
$22.5K - $22.8K
|
40.3K
$3.19M
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
282+ 3.35% |
$21.1K - $21.4K
|
8.7K
$688K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
264+ 201.53% |
$19.8K - $20.1K
|
395
$31.2K
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
259+ 2.12% |
$19.4K - $19.7K
|
12.5K
$986K
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
252+ 0.85% |
$18.9K - $19.1K
|
29.9K
$2.37M
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
249+ 0.34% |
$18.7K - $18.9K
|
73.3K
$5.8M
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
239New |
$17.9K - $18.2K
|
239
$18.9K
|
|
Oct 23, 2023
Q3 2023
|
Palouse Capital Management, Inc.
|
BUY
|
- |
231+ 7.36% |
$17.3K - $17.6K
|
3.37K
$266K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
231+ 391.53% |
$17.3K - $17.6K
|
290
$22.9K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
231+ 119.07% |
$17.3K - $17.6K
|
425
$33.6K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
221New |
$16.6K - $16.8K
|
221
$17.5K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
212New |
$15.9K - $16.1K
|
212
$16.8K
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
206+ 1.04% |
$15.4K - $15.7K
|
20K
$1.58M
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
206+ 0.13% |
$15.4K - $15.7K
|
162K
$12.8M
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
203+ 1.68% |
$15.2K - $15.4K
|
12.3K
$972K
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
200New |
$15K - $15.2K
|
200
$15.8K
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
199+ 4.23% |
$14.9K - $15.1K
|
4.9K
$387K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
196+ 5.42% |
$14.7K - $14.9K
|
3.81K
$302K
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
196+ 1.33% |
$14.7K - $14.9K
|
14.9K
$1.18M
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
189+ 1.34% |
$14.2K - $14.4K
|
14.3K
$1.13M
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
188+ 1.7% |
$14.1K - $14.3K
|
11.3K
$891K
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
185+ 6.94% |
$13.9K - $14.1K
|
2.85K
$225K
|
|
Oct 10, 2023
Q3 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
179+ 2.31% |
$13.4K - $13.6K
|
7.93K
$627K
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
165+ 2.64% |
$12.4K - $12.5K
|
6.42K
$507K
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
160+ 1.84% |
$12K - $12.2K
|
8.88K
$702K
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
159+ 1.57% |
$11.9K - $12.1K
|
10.3K
$812K
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
152+ 1.54% |
$11.4K - $11.6K
|
10K
$794K
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
146+ 3.43% |
$10.9K - $11.1K
|
4.4K
$348K
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
143+ 5.26% |
$10.7K - $10.9K
|
2.86K
$226K
|
|
Oct 30, 2023
Q3 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
140+ 1.57% |
$10.5K - $10.6K
|
9.05K
$715K
|
|
Oct 17, 2023
Q3 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
136+ 0.18% |
$10.2K - $10.3K
|
77.8K
$6.15M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
135+ 34.97% |
$10.1K - $10.3K
|
521
$41.2K
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
133+ 1.39% |
$9.97K - $10.1K
|
9.68K
$766K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
128+ 1.4% |
$9.6K - $9.73K
|
9.25K
$732K
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
121+ 0.75% |
$9.07K - $9.19K
|
16.3K
$1.29M
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
120New |
$9K - $9.12K
|
120
$9.49K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
118+ 0.05% |
$8.85K - $8.97K
|
227K
$17.9M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
111New |
$8.32K - $8.43K
|
111
$8.78K
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
109New |
$8.17K - $8.28K
|
109
$8.62K
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
106+ 1.55% |
$7.95K - $8.05K
|
6.96K
$551K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
105+ 1.37% |
$7.87K - $7.98K
|
7.75K
$613K
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
101+ 3.17% |
$7.57K - $7.67K
|
3.29K
$260K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
98+ 188.46% |
$7.35K - $7.45K
|
150
$11.9K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
97New |
$7.27K - $7.37K
|
97
$7.67K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
96+ 39.18% |
$7.2K - $7.3K
|
341
$27K
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
93+ 0.13% |
$6.97K - $7.07K
|
71.5K
$5.65M
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
80+ 9.07% |
$6K - $6.08K
|
962
$76.1K
|