Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.86K+ 68.21% |
$141K - $150K
|
4.59K
$343K
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.86K+ 11.21% |
$141K - $150K
|
18.5K
$1.38M
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.85K+ 4.29% |
$140K - $149K
|
44.9K
$3.35M
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.79K+ 6.15% |
$136K - $144K
|
30.9K
$2.31M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.79K+ 26.1% |
$135K - $144K
|
8.63K
$644K
|
|
Jul 20, 2023
Q2 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.74K+ 3.79% |
$132K - $140K
|
47.6K
$3.56M
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.73K+ 8.76% |
$131K - $139K
|
21.4K
$1.6M
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
1.72K+ 17.71% |
$130K - $138K
|
11.4K
$852K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.68K+ 6.7% |
$127K - $135K
|
26.7K
$2M
|
|
Jul 17, 2023
Q2 2023
|
Refined Wealth Management
|
BUY
|
- |
1.57K+ 1.72% |
$119K - $127K
|
92.9K
$6.94M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.55K+ 8.52% |
$118K - $125K
|
19.7K
$1.47M
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.4K+ 16.46% |
$106K - $113K
|
9.94K
$742K
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.39K+ 1.53% |
$105K - $112K
|
91.8K
$6.85M
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
1.29KNew |
$97.8K - $104K
|
1.29K
$96.3K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.25KNew |
$94.9K - $101K
|
1.25K
$93.5K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
960New |
$72.8K - $77.4K
|
960
$71.7K
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
768+ 22.35% |
$58.2K - $61.9K
|
4.2K
$314K
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
765+ 2.08% |
$58K - $61.7K
|
37.5K
$2.8M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
738+ 4.75% |
$55.9K - $59.5K
|
16.3K
$1.22M
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
691+ 6.92% |
$52.4K - $55.7K
|
10.7K
$798K
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
632+ 7.8% |
$47.9K - $50.9K
|
8.74K
$652K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
559New |
$42.4K - $45K
|
559
$41.7K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
475+ 2.53% |
$36K - $38.3K
|
19.2K
$1.44M
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
404+ 2.33% |
$30.6K - $32.6K
|
17.7K
$1.32M
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
400+ 185.19% |
$30.3K - $32.2K
|
616
$46K
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
400+ 9.37% |
$30.3K - $32.2K
|
4.67K
$349K
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
279+ 0.45% |
$21.2K - $22.5K
|
62.5K
$4.67M
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
260+ 185.71% |
$19.7K - $21K
|
400
$29.9K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
225+ 76.53% |
$17.1K - $18.1K
|
519
$38.8K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
200New |
$15.2K - $16.1K
|
200
$14.9K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
188+ 2.14% |
$14.3K - $15.2K
|
8.97K
$670K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
180New |
$13.6K - $14.5K
|
180
$13.4K
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
156+ 0.35% |
$11.8K - $12.6K
|
45.2K
$3.37M
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
147New |
$11.1K - $11.8K
|
147
$11K
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
147+ 1.57% |
$11.1K - $11.8K
|
9.52K
$711K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
127New |
$9.63K - $10.2K
|
127
$9.48K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
118New |
$8.95K - $9.51K
|
118
$8.81K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
100+ 200.0% |
$7.58K - $8.06K
|
150
$11.2K
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
85New |
$6.44K - $6.85K
|
85
$6.35K
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
85New |
$6.44K - $6.85K
|
85
$6.35K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
82New |
$6.22K - $6.61K
|
82
$6.12K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
76New |
$5.76K - $6.12K
|
76
$5.67K
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
65+ 14.48% |
$4.93K - $5.24K
|
514
$38.4K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
65+ 1.69% |
$4.93K - $5.24K
|
3.91K
$292K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
43+ 0.31% |
$3.26K - $3.47K
|
13.8K
$1.03M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
39+ 4.39% |
$2.96K - $3.14K
|
927
$69.2K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
34New |
$2.58K - $2.74K
|
34
$2.54K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16+ 16.33% |
$1.21K - $1.29K
|
114
$8.51K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16+ 16.33% |
$1.21K - $1.29K
|
114
$8.51K
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15+ 3.5% |
$1.14K - $1.21K
|
444
$33.2K
|