Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
92+ 0.2% |
$6.88K - $7.04K
|
47.3K
$3.68M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
92+ 2.41% |
$6.88K - $7.04K
|
3.91K
$305K
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
91+ 1.77% |
$6.8K - $6.97K
|
5.23K
$408K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
90+ 0.35% |
$6.73K - $6.89K
|
25.7K
$2M
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
87+ 1.1% |
$6.5K - $6.66K
|
7.97K
$621K
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
80+ 0.41% |
$5.98K - $6.13K
|
19.7K
$1.54M
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
80+ 0.25% |
$5.98K - $6.13K
|
32K
$2.5M
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
78+ 0.76% |
$5.83K - $5.97K
|
10.3K
$805K
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
78+ 22.87% |
$5.83K - $5.97K
|
419
$32.7K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
73+ 5.7% |
$5.46K - $5.59K
|
1.35K
$106K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
72New |
$5.38K - $5.51K
|
72
$5.61K
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
71+ 1.56% |
$5.31K - $5.44K
|
4.64K
$361K
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
70+ 1.62% |
$5.23K - $5.36K
|
4.38K
$341K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
67New |
$5.01K - $5.13K
|
67
$5.22K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
56+ 0.56% |
$4.19K - $4.29K
|
10.1K
$786K
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
55+ 0.27% |
$4.11K - $4.21K
|
20.3K
$1.59M
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
54+ 0.45% |
$4.04K - $4.13K
|
12.1K
$945K
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
BUY
|
- |
53+ 3.12% |
$3.96K - $4.06K
|
1.75K
$137K
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
52+ 1.13% |
$3.89K - $3.98K
|
4.64K
$362K
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
50+ 1.49% |
$3.74K - $3.83K
|
3.4K
$265K
|
|
Apr 21, 2023
Q1 2023
|
Baskin Financial Services Inc.
|
BUY
|
- |
50+ 0.5% |
$3.74K - $3.83K
|
9.99K
$779K
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
44+ 1.55% |
$3.29K - $3.37K
|
2.88K
$225K
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
41+ 1.41% |
$3.07K - $3.14K
|
2.95K
$230K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
41+ 0.31% |
$3.07K - $3.14K
|
13.2K
$1.03M
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
41+ 0.63% |
$3.07K - $3.14K
|
6.57K
$512K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
32+ 0.2% |
$2.39K - $2.45K
|
16.1K
$1.26M
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
29+ 0.21% |
$2.17K - $2.22K
|
13.8K
$1.08M
|
|
May 05, 2023
Q1 2023
|
Claris Advisors, LLC
|
BUY
|
- |
28+ 0.66% |
$2.09K - $2.14K
|
4.3K
$335K
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
26+ 0.28% |
$1.94K - $1.99K
|
9.46K
$737K
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
26+ 0.09% |
$1.94K - $1.99K
|
30.5K
$2.38M
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
26+ 0.09% |
$1.94K - $1.99K
|
30.5K
$2.38M
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
25+ 0.27% |
$1.87K - $1.91K
|
9.43K
$735K
|
|
May 09, 2023
Q1 2023
|
Seizert Capital Partners, LLC
|
BUY
|
- |
25+ 0.46% |
$1.87K - $1.91K
|
5.5K
$429K
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
22+ 17.46% |
$1.64K - $1.68K
|
148
$11.5K
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
20+ 30.77% |
$1.5K - $1.53K
|
85
$6.63K
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
19New |
$1.42K - $1.45K
|
19
$1.48K
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18+ 0.37% |
$1.35K - $1.38K
|
4.88K
$380K
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
16+ 0.3% |
$1.2K - $1.23K
|
5.31K
$414K
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
15+ 0.38% |
$1.12K - $1.15K
|
3.94K
$307K
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
13+ 0.42% |
$972 - $995
|
3.11K
$242K
|
|
May 08, 2023
Q1 2023
|
Verity Wealth Advisors
|
BUY
|
- |
13+ 0.08% |
$972 - $995
|
17.1K
$1.34M
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
12+ 0.29% |
$897 - $919
|
4.13K
$322K
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
12+ 0.46% |
$897 - $919
|
2.63K
$205K
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
12+ 0.4% |
$897 - $919
|
3K
$234K
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
12+ 0.06% |
$897 - $919
|
18.9K
$1.47M
|
|
Apr 21, 2023
Q1 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
10+ 0.05% |
$748 - $766
|
21.1K
$1.64M
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
10New |
$748 - $766
|
10
$780
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
9+ 0.08% |
$673 - $689
|
11.3K
$880K
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
9+ 0.04% |
$673 - $689
|
22.7K
$1.77M
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
8+ 0.11% |
$598 - $613
|
7.51K
$586K
|