Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-3.14K- 7.27% |
$237K - $240K
|
40.1K
$3.15M
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-3.18K- 6.33% |
$240K - $243K
|
47K
$3.69M
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.3K- 0.33% |
$249K - $252K
|
984K
$77.3M
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-3.3K- 14.56% |
$249K - $253K
|
19.4K
$1.52M
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.31K- 4.75% |
$250K - $253K
|
66.3K
$5.21M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.33K- 11.36% |
$251K - $254K
|
26K
$2.04M
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.38K- 6.87% |
$255K - $259K
|
45.8K
$3.6M
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-3.45K- 7.75% |
$260K - $264K
|
41.1K
$3.22M
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-3.51KClosed |
$265K - $269K
|
0
$0
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-3.53K- 8.08% |
$267K - $270K
|
40.2K
$3.16M
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.55K- 1.1% |
$268K - $271K
|
319K
$25.1M
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.59K- 14.97% |
$271K - $275K
|
20.4K
$1.6M
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.62K- 4.19% |
$273K - $277K
|
82.7K
$6.5M
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-3.63K- 49.7% |
$274K - $278K
|
3.67K
$288K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-3.63K- 25.88% |
$274K - $278K
|
10.4K
$817K
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
SELL
|
- |
-3.74K- 2.6% |
$282K - $286K
|
140K
$11M
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.75K- 22.2% |
$283K - $287K
|
13.1K
$1.03M
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-3.77K- 3.47% |
$285K - $289K
|
105K
$8.23M
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3.78K- 4.99% |
$285K - $289K
|
71.9K
$5.64M
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.82K- 5.37% |
$288K - $292K
|
67.2K
$5.28M
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-3.83K- 11.96% |
$289K - $293K
|
28.2K
$2.21M
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-4.01K- 2.22% |
$303K - $307K
|
176K
$13.8M
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-4.05K- 0.96% |
$306K - $310K
|
417K
$32.7M
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4.19K- 14.21% |
$316K - $321K
|
25.3K
$1.99M
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.21K- 60.42% |
$318K - $322K
|
2.76K
$217K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.42K- 3.88% |
$334K - $338K
|
110K
$8.61M
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-4.45K- 8.17% |
$336K - $341K
|
50.1K
$3.93M
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.47K- 7.32% |
$337K - $342K
|
56.6K
$4.44M
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-4.57K- 4.92% |
$345K - $350K
|
88.3K
$6.94M
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-4.6K- 19.82% |
$347K - $352K
|
18.6K
$1.46M
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-4.66K- 41.07% |
$352K - $357K
|
6.69K
$525K
|
|
Jul 31, 2023
Q2 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-4.66K- 2.57% |
$352K - $357K
|
177K
$13.9M
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4.73K- 12.0% |
$357K - $362K
|
34.7K
$2.72M
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.74K- 11.47% |
$358K - $363K
|
36.6K
$2.88M
|
|
Aug 14, 2023
Q2 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-4.75KClosed |
$358K - $364K
|
0
$0
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.78K- 0.32% |
$360K - $366K
|
1.5M
$118M
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-4.87K- 2.89% |
$367K - $372K
|
164K
$12.8M
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-4.9K- 30.18% |
$370K - $375K
|
11.3K
$890K
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-5.08K- 28.28% |
$383K - $389K
|
12.9K
$1.01M
|
|
Aug 02, 2023
Q2 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-5.12K- 46.92% |
$386K - $392K
|
5.79K
$454K
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-5.15K- 3.28% |
$389K - $394K
|
152K
$11.9M
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-5.27K- 2.17% |
$398K - $404K
|
237K
$18.6M
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5.34K- 63.14% |
$403K - $408K
|
3.12K
$245K
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.46K- 18.01% |
$412K - $418K
|
24.9K
$1.95M
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-5.54K- 4.05% |
$418K - $424K
|
131K
$10.3M
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-5.61K- 42.03% |
$423K - $429K
|
7.74K
$608K
|
|
Jul 25, 2023
Q2 2023
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-5.86K- 51.06% |
$442K - $448K
|
5.61K
$441K
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.9K- 0.47% |
$445K - $451K
|
1.25M
$98.1M
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-5.93K- 1.83% |
$448K - $454K
|
319K
$25M
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-6.04K- 6.19% |
$456K - $462K
|
91.6K
$7.19M
|