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 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
13.7KNew |
$1.04M - $1.13M
|
13.7K
$1.05M
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
12KNew |
$907K - $989K
|
12K
$919K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.5K+ 30.78% |
$868K - $947K
|
48.8K
$3.74M
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
11KNew |
$833K - $909K
|
11K
$845K
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.7K+ 75.42% |
$807K - $881K
|
24.8K
$1.9M
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
9.99KNew |
$755K - $824K
|
9.99K
$766K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.56K+ 118.5% |
$723K - $788K
|
17.6K
$1.35M
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
9.37K+ 151.6% |
$708K - $772K
|
15.5K
$1.19M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
9.02K+ 4.37% |
$682K - $744K
|
216K
$16.5M
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.53KNew |
$645K - $703K
|
8.53K
$654K
|
|
May 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
8.3K+ 92.06% |
$627K - $684K
|
17.3K
$1.33M
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.96K+ 20.88% |
$602K - $657K
|
46.1K
$3.53M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.93K+ 46.9% |
$599K - $654K
|
24.8K
$1.9M
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.19KNew |
$543K - $592K
|
7.19K
$551K
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7.1KNew |
$536K - $585K
|
7.1K
$544K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.85K+ 50.8% |
$518K - $565K
|
20.3K
$1.56M
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6.82K+ 3.91% |
$516K - $563K
|
181K
$13.9M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.59K+ 927.89% |
$498K - $543K
|
7.3K
$559K
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.18KNew |
$467K - $510K
|
6.18K
$474K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.11K+ 59.01% |
$461K - $503K
|
16.5K
$1.26M
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
6.05K+ 1.55% |
$457K - $499K
|
396K
$30.3M
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
5.9K+ 24.94% |
$446K - $487K
|
29.6K
$2.27M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
5.86K+ 22.2% |
$443K - $483K
|
32.3K
$2.47M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.41KNew |
$409K - $446K
|
5.41K
$415K
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5.31K+ 42.47% |
$401K - $438K
|
17.8K
$1.36M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.2K+ 6.83% |
$393K - $428K
|
81.3K
$6.23M
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.2KNew |
$393K - $428K
|
5.2K
$398K
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
4.61KNew |
$348K - $380K
|
4.61K
$353K
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
4.33KNew |
$327K - $357K
|
4.33K
$332K
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
4.21K+ 0.73% |
$318K - $347K
|
583K
$44.7M
|
|
May 11, 2023
Q1 2023
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
4.2K+ 0.34% |
$317K - $346K
|
1.24M
$94.7M
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.02KNew |
$303K - $331K
|
4.02K
$308K
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.62K+ 4530.0% |
$274K - $299K
|
3.7K
$284K
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3.56K+ 15.5% |
$269K - $293K
|
26.5K
$2.03M
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
3.51K+ 4.04% |
$265K - $289K
|
90.4K
$6.92M
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.15KNew |
$238K - $260K
|
3.15K
$241K
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3K+ 22.03% |
$227K - $247K
|
16.6K
$1.27M
|
|
May 12, 2023
Q1 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
3K+ 18.25% |
$227K - $247K
|
19.4K
$1.49M
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.73KNew |
$207K - $225K
|
2.73K
$209K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.71KNew |
$205K - $224K
|
2.71K
$208K
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.59K+ 5.36% |
$196K - $214K
|
50.9K
$3.9M
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.52K+ 5.22% |
$190K - $208K
|
50.7K
$3.89M
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.5K+ 133.51% |
$189K - $206K
|
4.37K
$335K
|
|
May 26, 2023
Q1 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
2.28K+ 38.87% |
$172K - $188K
|
8.15K
$624K
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.82K+ 6.9% |
$138K - $150K
|
28.3K
$2.17M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.78K+ 4.64% |
$134K - $147K
|
40.1K
$3.07M
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.52K+ 9.69% |
$114K - $125K
|
17.2K
$1.31M
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.48K+ 2.08% |
$112K - $122K
|
72.7K
$5.57M
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.18K+ 4.95% |
$89.2K - $97.4K
|
25.1K
$1.92M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.15K+ 8.9% |
$87K - $94.9K
|
14.1K
$1.08M
|