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 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
70.7K+ 33.9% |
$5.29M - $5.42M
|
279K
$21.8M
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
70.7K+ 3.58% |
$5.28M - $5.41M
|
2.04M
$159M
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
69.1KNew |
$5.16M - $5.29M
|
69.1K
$5.38M
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
68.6K+ 1123.73% |
$5.13M - $5.25M
|
74.7K
$5.82M
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
68.5K+ 11.01% |
$5.12M - $5.24M
|
691K
$53.8M
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
68K+ 1.43% |
$5.08M - $5.21M
|
4.83M
$377M
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
65.8KNew |
$4.92M - $5.04M
|
65.8K
$5.13M
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
64.7K+ 461.4% |
$4.83M - $4.95M
|
78.7K
$6.13M
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
BUY
|
- |
61.9K+ 52.33% |
$4.63M - $4.74M
|
180K
$14M
|
|
May 15, 2023
Q1 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
60.5K+ 8.58% |
$4.52M - $4.63M
|
766K
$59.7M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
59.1K+ 83.7% |
$4.42M - $4.53M
|
130K
$10.1M
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
59K+ 3.86% |
$4.41M - $4.52M
|
1.59M
$124M
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
57K+ 26.23% |
$4.26M - $4.36M
|
274K
$21.4M
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
56.2K+ 7.09% |
$4.2M - $4.3M
|
848K
$66.1M
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
53.7K+ 24.42% |
$4.01M - $4.11M
|
274K
$21.3M
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
50.8K+ 2.87% |
$3.8M - $3.89M
|
1.82M
$142M
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
50.2KNew |
$3.75M - $3.84M
|
50.2K
$3.91M
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
48.2KNew |
$3.6M - $3.69M
|
48.2K
$3.75M
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
48.1KNew |
$3.6M - $3.68M
|
48.1K
$3.75M
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
47.7K+ 254.6% |
$3.57M - $3.65M
|
66.5K
$5.18M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
47K+ 13.27% |
$3.52M - $3.6M
|
401K
$31.3M
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
46.2K+ 58.35% |
$3.45M - $3.54M
|
125K
$9.77M
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
46K+ 19.7% |
$3.44M - $3.52M
|
280K
$21.8M
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
44.4K+ 23.14% |
$3.32M - $3.4M
|
236K
$18.4M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
44.4K+ 15.57% |
$3.32M - $3.4M
|
329K
$25.7M
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
44.3K+ 118.73% |
$3.31M - $3.39M
|
81.6K
$6.36M
|
|
Apr 21, 2023
Q1 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
44.2K+ 118.03% |
$3.3M - $3.38M
|
81.6K
$6.36M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
44.1K+ 18.11% |
$3.3M - $3.38M
|
288K
$22.4M
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
43.9K+ 10.63% |
$3.28M - $3.36M
|
457K
$35.6M
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
42.6K+ 103.41% |
$3.18M - $3.26M
|
83.7K
$6.53M
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
42K+ 2450.64% |
$3.14M - $3.21M
|
43.7K
$3.4M
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
41.6K+ 951.61% |
$3.11M - $3.18M
|
46K
$3.58M
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
41.5K+ 18.57% |
$3.1M - $3.18M
|
265K
$20.7M
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
41.4K+ 26.7% |
$3.1M - $3.17M
|
197K
$15.3M
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
41.3KNew |
$3.09M - $3.16M
|
41.3K
$3.22M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
41.1K+ 8.33% |
$3.08M - $3.15M
|
535K
$41.7M
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
39.8K+ 3.12% |
$2.97M - $3.04M
|
1.32M
$102M
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
37.9K+ 14.54% |
$2.83M - $2.9M
|
298K
$23.3M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
37K+ 10.64% |
$2.77M - $2.83M
|
385K
$30M
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
36KNew |
$2.69M - $2.76M
|
36K
$2.81M
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
35.7K+ 201.07% |
$2.67M - $2.73M
|
53.4K
$4.16M
|
|
May 03, 2023
Q1 2023
|
Florin Court Capital LLP
|
BUY
|
- |
35.2K+ 596.21% |
$2.63M - $2.7M
|
41.1K
$3.2M
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
35K+ 250.1% |
$2.62M - $2.68M
|
49K
$3.82M
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
34.5K+ 130.02% |
$2.58M - $2.64M
|
61K
$4.75M
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
34.3KNew |
$2.57M - $2.63M
|
34.3K
$2.68M
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
33.7K+ 64.22% |
$2.52M - $2.58M
|
86.3K
$6.72M
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
32.2K+ 1.38% |
$2.41M - $2.46M
|
2.36M
$184M
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
31.8KNew |
$2.38M - $2.43M
|
31.8K
$2.48M
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
31.7KNew |
$2.37M - $2.43M
|
31.7K
$2.47M
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
31KNew |
$2.32M - $2.38M
|
31K
$2.42M
|