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
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
16.8KNew |
$1.26M - $1.29M
|
16.8K
$1.31M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.8K+ 4.86% |
$1.26M - $1.29M
|
363K
$28.3M
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
16.6K+ 3.57% |
$1.24M - $1.27M
|
481K
$37.5M
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
16.5K+ 11.72% |
$1.23M - $1.26M
|
157K
$12.2M
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16.1K+ 21.91% |
$1.21M - $1.24M
|
89.8K
$7M
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
16.1K+ 9.07% |
$1.2M - $1.23M
|
194K
$15.1M
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
16.1K+ 21.32% |
$1.2M - $1.23M
|
91.6K
$7.14M
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
16.1KNew |
$1.2M - $1.23M
|
16.1K
$1.25M
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
15.9KNew |
$1.19M - $1.22M
|
15.9K
$1.24M
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
15.6K+ 93.94% |
$1.17M - $1.2M
|
32.3K
$2.52M
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
15.6KNew |
$1.16M - $1.19M
|
15.6K
$1.21M
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
15.6K+ 39.95% |
$1.16M - $1.19M
|
54.5K
$4.25M
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
15.4K+ 5.81% |
$1.15M - $1.18M
|
282K
$21.9M
|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
15.1KNew |
$1.13M - $1.16M
|
15.1K
$1.18M
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
14.9KNew |
$1.11M - $1.14M
|
14.9K
$1.16M
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
14.6K+ 6.15% |
$1.09M - $1.12M
|
252K
$19.6M
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
14.3K+ 35.41% |
$1.07M - $1.1M
|
54.7K
$4.27M
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
14.2K+ 9.48% |
$1.06M - $1.09M
|
164K
$12.8M
|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
13.9K+ 9.29% |
$1.04M - $1.06M
|
163K
$12.7M
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
13.6K+ 2.11% |
$1.02M - $1.05M
|
661K
$51.5M
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
13.5K+ 28.26% |
$1.01M - $1.03M
|
61.3K
$4.77M
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
13.5K+ 5.85% |
$1.01M - $1.03M
|
244K
$19M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
13.5K+ 5.42% |
$1.01M - $1.03M
|
262K
$20.4M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13.4K+ 3.85% |
$1M - $1.03M
|
363K
$28.3M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.1K+ 2.87% |
$976K - $1M
|
468K
$36.5M
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
12.6K+ 2.63% |
$939K - $962K
|
490K
$38.2M
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
12.5K+ 3.05% |
$931K - $953K
|
421K
$32.8M
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
12.4K+ 5.85% |
$926K - $948K
|
224K
$17.5M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.8K+ 7.17% |
$882K - $903K
|
176K
$13.7M
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
11.6KNew |
$869K - $891K
|
11.6K
$906K
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
11.5KNew |
$857K - $878K
|
11.5K
$894K
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
11.3K+ 11.21% |
$845K - $865K
|
112K
$8.73M
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
10.9K+ 9.59% |
$817K - $837K
|
125K
$9.74M
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
10.9K+ 12.59% |
$816K - $835K
|
97.6K
$7.61M
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
10.8KNew |
$809K - $828K
|
10.8K
$843K
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
10.8KNew |
$806K - $826K
|
10.8K
$841K
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
10.7K+ 1.83% |
$802K - $821K
|
598K
$46.6M
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
10.6K+ 16.19% |
$793K - $812K
|
76.1K
$5.93M
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
10.4K+ 2.53% |
$775K - $793K
|
420K
$32.7M
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
10.3K+ 23.83% |
$771K - $789K
|
53.6K
$4.18M
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
10.3K+ 73.06% |
$771K - $789K
|
24.4K
$1.9M
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10.1KNew |
$756K - $775K
|
10.1K
$789K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10K+ 9.7% |
$751K - $769K
|
114K
$8.86M
|
|
May 08, 2023
Q1 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
10KNew |
$748K - $766K
|
10K
$779K
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.87K+ 36.23% |
$738K - $756K
|
37.1K
$2.89M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.81K+ 6.95% |
$733K - $751K
|
151K
$11.8M
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
9.79K+ 0.88% |
$732K - $749K
|
1.12M
$87.5M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
9.63K+ 5.82% |
$720K - $738K
|
175K
$13.6M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.56K+ 6.33% |
$714K - $732K
|
161K
$12.5M
|
|
Oct 23, 2024
Q1 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
9.53KNew |
$712K - $730K
|
9.53K
$743K
|