Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.78KNew |
$213K - $215K
|
2.78K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.77K+ 13.71% |
$213K - $215K
|
23K
$1.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.7K+ 3.89% |
$207K - $209K
|
72K
$5.65M
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.67K+ 3.53% |
$205K - $208K
|
78.4K
$6.16M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.64K+ 3.2% |
$203K - $205K
|
85.1K
$6.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
2.62K+ 6.69% |
$201K - $203K
|
41.7K
$3.28M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.61KNew |
$201K - $203K
|
2.61K
$205K
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2.6K+ 39.1% |
$200K - $202K
|
9.26K
$728K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
2.6KNew |
$200K - $202K
|
2.6K
$204K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
2.51K+ 1.26% |
$193K - $195K
|
202K
$15.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
2.5K+ 1.69% |
$192K - $194K
|
150K
$11.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.47K+ 7.26% |
$189K - $191K
|
36.4K
$2.86M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.45K+ 3.55% |
$189K - $191K
|
71.6K
$5.63M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.38K+ 3.44% |
$183K - $185K
|
71.6K
$5.62M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.33K+ 0.8% |
$179K - $181K
|
293K
$23M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.27K+ 3.05% |
$174K - $176K
|
76.5K
$6.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
2.26K+ 33.86% |
$173K - $175K
|
8.92K
$700K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.18K+ 1.94% |
$168K - $170K
|
115K
$9.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
2.05K+ 4.78% |
$158K - $159K
|
44.9K
$3.53M
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.03K+ 3.42% |
$156K - $158K
|
61.3K
$4.82M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.01K+ 4.23% |
$155K - $156K
|
49.5K
$3.89M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
2K+ 6.92% |
$154K - $156K
|
31K
$2.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
2K+ 10.29% |
$154K - $155K
|
21.4K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2K+ 27.31% |
$153K - $155K
|
9.3K
$730K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.94KNew |
$149K - $151K
|
1.94K
$153K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.94K+ 5.03% |
$149K - $151K
|
40.5K
$3.18M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.93K+ 1.89% |
$149K - $150K
|
104K
$8.2M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.9K+ 4.45% |
$146K - $148K
|
44.7K
$3.51M
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
1.9K+ 2.7% |
$146K - $147K
|
72.3K
$5.68M
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.89K+ 3.33% |
$145K - $147K
|
58.7K
$4.61M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1.89K+ 421.65% |
$145K - $147K
|
2.34K
$184K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.86K+ 2.18% |
$143K - $144K
|
87.2K
$6.85M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.82K+ 24.66% |
$140K - $141K
|
9.18K
$721K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.81K+ 1.11% |
$139K - $140K
|
165K
$13M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.73K+ 12.32% |
$133K - $134K
|
15.8K
$1.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.7K+ 3.5% |
$131K - $132K
|
50.4K
$3.96M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.7K+ 0.58% |
$131K - $132K
|
293K
$23M
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
1.66K+ 0.55% |
$128K - $129K
|
302K
$23.7M
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.63K+ 51.62% |
$125K - $126K
|
4.77K
$375K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.58K+ 1.34% |
$121K - $122K
|
119K
$9.36M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.58K+ 17.51% |
$121K - $122K
|
10.6K
$831K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.53K+ 4.26% |
$117K - $118K
|
37.3K
$2.93M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.49K+ 3.97% |
$114K - $115K
|
38.9K
$3.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.44K+ 480.0% |
$111K - $112K
|
1.74K
$137K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
1.43K+ 2.26% |
$110K - $111K
|
64.6K
$5.07M
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1.4K+ 3.05% |
$108K - $109K
|
47.4K
$3.72M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.4K+ 7.95% |
$108K - $109K
|
19.1K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.4K+ 35.8% |
$108K - $109K
|
5.31K
$417K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.39K+ 53.22% |
$107K - $108K
|
4K
$314K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.39K+ 17.55% |
$107K - $108K
|
9.3K
$730K
|