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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
49.1K+ 1.65% |
$3.71M - $3.76M
|
3.03M
$238M
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
46.9K+ 10.25% |
$3.54M - $3.59M
|
504K
$39.6M
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
46.3K+ 331.96% |
$3.49M - $3.54M
|
60.2K
$4.73M
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
45.2K+ 772.49% |
$3.41M - $3.46M
|
51K
$4.01M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
44.9K+ 54.18% |
$3.39M - $3.44M
|
128K
$10M
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
41.7K+ 3.74% |
$3.15M - $3.19M
|
1.16M
$90.9M
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
40.3K+ 562.93% |
$3.04M - $3.09M
|
47.5K
$3.73M
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
38.6K+ 11.03% |
$2.92M - $2.96M
|
389K
$30.6M
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
38K+ 123.59% |
$2.87M - $2.91M
|
68.8K
$5.4M
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
37.7K+ 1.82% |
$2.84M - $2.88M
|
2.1M
$165M
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
36.3KNew |
$2.74M - $2.78M
|
36.3K
$2.85M
|
|
Aug 09, 2023
Q2 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
34.5KNew |
$2.6M - $2.64M
|
34.5K
$2.71M
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
33.4K+ 9.88% |
$2.52M - $2.56M
|
371K
$29.2M
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
32.9KNew |
$2.49M - $2.52M
|
32.9K
$2.59M
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
32.9KNew |
$2.48M - $2.52M
|
32.9K
$2.58M
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
32.5K+ 1.38% |
$2.45M - $2.49M
|
2.39M
$188M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
32.3K+ 8.91% |
$2.44M - $2.47M
|
395K
$31M
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
31.5K+ 38.66% |
$2.38M - $2.41M
|
113K
$8.88M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
30.4K+ 24.32% |
$2.3M - $2.33M
|
156K
$12.2M
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
30.4K+ 26.22% |
$2.3M - $2.33M
|
147K
$11.5M
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
30.1K+ 5.88% |
$2.27M - $2.31M
|
543K
$42.6M
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
30K+ 1.52% |
$2.27M - $2.3M
|
2M
$157M
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
30K+ 31.48% |
$2.26M - $2.3M
|
125K
$9.85M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29K+ 2.64% |
$2.19M - $2.22M
|
1.13M
$88.4M
|
|
Jul 28, 2023
Q2 2023
|
Q3 Asset Management
|
BUY
|
- |
29KNew |
$2.19M - $2.22M
|
29K
$2.28M
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
28.9K+ 55.39% |
$2.18M - $2.21M
|
81.2K
$6.38M
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28.1K+ 66.36% |
$2.12M - $2.15M
|
70.5K
$5.54M
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
27.9K+ 505.7% |
$2.11M - $2.14M
|
33.5K
$2.63M
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
26.7K+ 28.56% |
$2.02M - $2.05M
|
120K
$9.45M
|
|
Aug 08, 2023
Q2 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
26.4K+ 3.44% |
$1.99M - $2.02M
|
792K
$62.2M
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
25.4K+ 7.36% |
$1.91M - $1.94M
|
370K
$29.1M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
23.9K+ 15.86% |
$1.8M - $1.83M
|
174K
$13.7M
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23.8K+ 20.97% |
$1.79M - $1.82M
|
137K
$10.8M
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
23.1K+ 35.36% |
$1.74M - $1.76M
|
88.3K
$6.93M
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
22.4K+ 17.76% |
$1.69M - $1.71M
|
148K
$11.7M
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
22.1K+ 8.42% |
$1.67M - $1.69M
|
284K
$22.3M
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
22KNew |
$1.66M - $1.68M
|
22K
$1.73M
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
21.9K+ 4.51% |
$1.65M - $1.68M
|
508K
$39.9M
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
21.9K+ 83.37% |
$1.65M - $1.68M
|
48.2K
$3.78M
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
21.5K+ 14.21% |
$1.62M - $1.64M
|
173K
$13.6M
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
21.1K+ 24.53% |
$1.59M - $1.62M
|
107K
$8.42M
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
20.9KNew |
$1.58M - $1.6M
|
20.9K
$1.64M
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
20.6K+ 33.29% |
$1.56M - $1.58M
|
82.5K
$6.48M
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
19.8K+ 4.11% |
$1.49M - $1.51M
|
501K
$39.4M
|
|
Jul 31, 2023
Q2 2023
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
19.6K+ 8.92% |
$1.48M - $1.5M
|
240K
$18.8M
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
19.5K+ 13.1% |
$1.47M - $1.49M
|
168K
$13.2M
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
19.3K+ 20.93% |
$1.46M - $1.48M
|
112K
$8.78M
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.8K+ 8.35% |
$1.42M - $1.44M
|
244K
$19.1M
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
18.7K+ 6.68% |
$1.41M - $1.43M
|
298K
$23.4M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
18.5K+ 35.73% |
$1.39M - $1.41M
|
70.2K
$5.51M
|