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 |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-3.77KClosed |
$255K - $305K
|
0
$0
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-3.83K- 43.92% |
$259K - $311K
|
4.89K
$369K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.39K- 48.1% |
$297K - $356K
|
4.74K
$357K
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-4.42K- 31.13% |
$299K - $359K
|
9.79K
$737K
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.99K- 1.16% |
$338K - $405K
|
426K
$32.1M
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-5.07K- 15.19% |
$343K - $411K
|
28.3K
$2.13M
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.45K- 41.65% |
$369K - $442K
|
7.64K
$576K
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.14K- 45.31% |
$415K - $498K
|
7.41K
$558K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.36K- 35.22% |
$430K - $516K
|
11.7K
$882K
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-6.72K- 0.3% |
$455K - $545K
|
2.2M
$166M
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-6.75K- 14.41% |
$457K - $547K
|
40.1K
$3.02M
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-7.2K- 33.96% |
$487K - $584K
|
14K
$1.05M
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-7.53K- 15.96% |
$509K - $610K
|
39.7K
$2.99M
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.66K- 32.0% |
$519K - $621K
|
16.3K
$1.23M
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.7K- 17.53% |
$521K - $624K
|
36.2K
$2.73M
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-8.23K- 22.77% |
$557K - $667K
|
27.9K
$2.1M
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.6K- 50.33% |
$582K - $697K
|
8.49K
$640K
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-8.61K- 15.64% |
$582K - $698K
|
46.4K
$3.5M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.21K- 5.04% |
$623K - $746K
|
173K
$13.1M
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-9.23K- 10.64% |
$624K - $748K
|
77.5K
$5.84M
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-9.23K- 17.99% |
$625K - $749K
|
42.1K
$3.17M
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-9.46K- 55.16% |
$640K - $767K
|
7.69K
$579K
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-11.1K- 18.76% |
$749K - $898K
|
48K
$3.61M
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-11.3K- 11.82% |
$761K - $912K
|
84K
$6.33M
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-12.5K- 21.35% |
$843K - $1.01M
|
45.9K
$3.46M
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-14.1K- 19.51% |
$951K - $1.14M
|
58K
$4.37M
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-14.8K- 53.54% |
$1M - $1.2M
|
12.8K
$967K
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-15.5K- 17.5% |
$1.05M - $1.26M
|
73K
$5.5M
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-15.8K- 51.47% |
$1.07M - $1.28M
|
14.9K
$1.12M
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-16.6K- 9.06% |
$1.12M - $1.35M
|
167K
$12.6M
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-22.5K- 3.04% |
$1.52M - $1.83M
|
719K
$54.2M
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23.2K- 54.39% |
$1.57M - $1.88M
|
19.5K
$1.47M
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-27.7K- 28.43% |
$1.87M - $2.24M
|
69.7K
$5.25M
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-29.5K- 54.19% |
$1.99M - $2.39M
|
24.9K
$1.88M
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-44K- 4.16% |
$2.98M - $3.57M
|
1.01M
$76.4M
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-46.5K- 48.72% |
$3.15M - $3.77M
|
48.9K
$3.69M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-54.4K- 16.93% |
$3.68M - $4.41M
|
267K
$20.1M
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-63.5K- 1.61% |
$4.3M - $5.15M
|
3.87M
$292M
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-69.1K- 84.78% |
$4.68M - $5.6M
|
12.4K
$935K
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-70.8K- 20.65% |
$4.79M - $5.74M
|
272K
$20.5M
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-73.7K- 23.86% |
$4.99M - $5.98M
|
235K
$17.7M
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-205K- 52.97% |
$13.9M - $16.6M
|
182K
$13.7M
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-233K- 50.78% |
$15.8M - $18.9M
|
226K
$17M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-267K- 17.95% |
$18.1M - $21.7M
|
1.22M
$92M
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-368K- 94.21% |
$24.9M - $29.9M
|
22.6K
$1.7M
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-383K- 98.31% |
$25.9M - $31.1M
|
6.6K
$497K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-478K- 46.95% |
$32.4M - $38.8M
|
540K
$40.7M
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-555K- 45.05% |
$37.6M - $45M
|
677K
$51M
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-577K- 52.55% |
$39M - $46.8M
|
521K
$39.3M
|
|
Feb 12, 2024
Q4 2023
|
Nyl Investors LLC
New York, NY |
SELL
|
- |
-663K- 52.59% |
$44.9M - $53.8M
|
598K
$45.1M
|