Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
2.68K+ 10.79% |
$182K - $218K
|
27.6K
$2.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
2.62KNew |
$177K - $212K
|
2.62K
$197K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.59K+ 6.55% |
$175K - $210K
|
42.2K
$3.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.57KNew |
$174K - $209K
|
2.57K
$194K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.56K+ 67.43% |
$173K - $207K
|
6.35K
$479K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
2.56KNew |
$173K - $207K
|
2.56K
$193K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
2.49K+ 10.04% |
$169K - $202K
|
27.3K
$2.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.4K+ 57.68% |
$162K - $194K
|
6.55K
$494K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.39K+ 4.13% |
$161K - $193K
|
60.1K
$4.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
2.28K+ 2.97% |
$154K - $184K
|
78.9K
$5.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.66K+ 2.32% |
$112K - $135K
|
73.3K
$5.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.52K+ 18.69% |
$103K - $123K
|
9.64K
$727K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.51KNew |
$102K - $122K
|
1.51K
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.48K+ 47.09% |
$100K - $120K
|
4.63K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.47K+ 10.1% |
$99.1K - $119K
|
16K
$1.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.18K+ 1.28% |
$79.6K - $95.4K
|
92.9K
$7M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.17K+ 36.64% |
$79.2K - $94.8K
|
4.36K
$329K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
1.15K+ 23.86% |
$77.6K - $93K
|
5.95K
$449K
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.12K+ 1.26% |
$75.5K - $90.5K
|
89.4K
$6.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.05KNew |
$70.8K - $84.8K
|
1.05K
$78.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.05KNew |
$70.7K - $84.7K
|
1.05K
$78.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.01K+ 80.99% |
$68.6K - $82.2K
|
2.27K
$171K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
810+ 55.14% |
$54.8K - $65.7K
|
2.28K
$172K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
800New |
$54.1K - $64.8K
|
800
$60.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
794+ 15.23% |
$53.7K - $64.4K
|
6.01K
$453K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
572+ 139.85% |
$38.7K - $46.4K
|
981
$73.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
568New |
$38.4K - $46K
|
568
$42.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
560+ 17.02% |
$37.9K - $45.4K
|
3.85K
$290K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
496+ 11.38% |
$33.6K - $40.2K
|
4.85K
$366K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
493+ 116.82% |
$33.4K - $40K
|
915
$68.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
462+ 1126.83% |
$31.3K - $37.4K
|
503
$37.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
451New |
$30.5K - $36.6K
|
451
$34K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
428+ 13.63% |
$29K - $34.7K
|
3.57K
$269K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
402+ 10.15% |
$27.2K - $32.6K
|
4.36K
$329K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
362+ 0.87% |
$24.5K - $29.3K
|
42K
$3.16M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
323+ 2.01% |
$21.9K - $26.2K
|
16.4K
$1.24M
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
322New |
$21.8K - $26.1K
|
322
$24.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
310+ 2.23% |
$21K - $25.1K
|
14.2K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
292+ 1.58% |
$19.8K - $23.7K
|
18.8K
$1.42M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
276+ 0.27% |
$18.7K - $22.4K
|
102K
$7.72M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
266+ 100.0% |
$18K - $21.6K
|
532
$40.1K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
220+ 0.01% |
$14.9K - $17.8K
|
3.87M
$292M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
214+ 548.72% |
$14.5K - $17.3K
|
253
$19.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
200New |
$13.5K - $16.2K
|
200
$15.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
179New |
$12.1K - $14.5K
|
179
$13.5K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
153+ 1.15% |
$10.4K - $12.4K
|
13.4K
$1.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
142New |
$9.61K - $11.5K
|
142
$10.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
98+ 1.95% |
$6.63K - $7.94K
|
5.12K
$386K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
75+ 1.19% |
$5.07K - $6.08K
|
6.37K
$480K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
34+ 3.53% |
$2.3K - $2.76K
|
997
$75.1K
|