Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
14.2K+ 16.36% |
$1.04M - $1.07M
|
101K
$7.85M
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
14KNew |
$1.03M - $1.06M
|
14K
$1.09M
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
13.9K+ 35.37% |
$1.02M - $1.06M
|
53.4K
$4.16M
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
13.8K+ 341.42% |
$1.02M - $1.05M
|
17.9K
$1.4M
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.5K+ 112.88% |
$992K - $1.03M
|
25.5K
$1.99M
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
13.4KNew |
$981K - $1.01M
|
13.4K
$1.04M
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
12.9K+ 422.29% |
$948K - $979K
|
16K
$1.25M
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
BUY
|
- |
12.8KNew |
$938K - $970K
|
12.8K
$997K
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.7K+ 47.11% |
$932K - $963K
|
39.7K
$3.09M
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
12.1KNew |
$891K - $920K
|
12.1K
$946K
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
11.9K+ 8.61% |
$872K - $901K
|
150K
$11.7M
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
11.9KNew |
$870K - $899K
|
11.9K
$924K
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
11.7K+ 38.66% |
$858K - $887K
|
42K
$3.27M
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
11.4K+ 12.86% |
$838K - $866K
|
100K
$7.82M
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
11.4KNew |
$837K - $865K
|
11.4K
$890K
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
11.3KNew |
$827K - $855K
|
11.3K
$879K
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.2K+ 45.98% |
$825K - $852K
|
35.7K
$2.78M
|
|
Feb 08, 2023
Q4 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
11K+ 324.92% |
$807K - $834K
|
14.4K
$1.12M
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
11K+ 4.7% |
$806K - $833K
|
245K
$19.1M
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
11K+ 145.63% |
$805K - $832K
|
18.5K
$1.44M
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10.8K+ 1812.21% |
$795K - $821K
|
11.4K
$891K
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
10.8KNew |
$792K - $819K
|
10.8K
$842K
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
10.8K+ 24.62% |
$791K - $818K
|
54.6K
$4.26M
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
10.5K+ 4.84% |
$770K - $795K
|
227K
$17.7M
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
9.99KNew |
$733K - $757K
|
9.99K
$779K
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
9.99K+ 54.17% |
$732K - $757K
|
28.4K
$2.22M
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
9.94K+ 5.04% |
$729K - $753K
|
207K
$16.1M
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
9.83K+ 44.36% |
$721K - $745K
|
32K
$2.49M
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
9.74K+ 3.88% |
$714K - $738K
|
261K
$20.3M
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9.71K+ 23.84% |
$712K - $736K
|
50.4K
$3.93M
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
9.43KNew |
$692K - $715K
|
9.43K
$735K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.23K+ 16.49% |
$677K - $700K
|
65.2K
$5.08M
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
9.09K+ 37.61% |
$667K - $689K
|
33.3K
$2.59M
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
8.96K+ 270.1% |
$657K - $679K
|
12.3K
$957K
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
8.86K+ 90.29% |
$650K - $671K
|
18.7K
$1.45M
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
8.8K+ 84.45% |
$645K - $667K
|
19.2K
$1.5M
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
8.7K+ 102.17% |
$638K - $659K
|
17.2K
$1.34M
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
8.67KNew |
$636K - $657K
|
8.67K
$675K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
8.64K+ 139.43% |
$633K - $655K
|
14.8K
$1.16M
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
8.47KNew |
$621K - $642K
|
8.47K
$660K
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
8.41KNew |
$617K - $637K
|
8.41K
$655K
|
|
Feb 15, 2023
Q4 2022
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
8.27K+ 4.87% |
$607K - $627K
|
178K
$13.9M
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
8.19K+ 2.53% |
$601K - $621K
|
332K
$25.9M
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
8.12KNew |
$596K - $616K
|
8.12K
$633K
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
8.11K+ 1.91% |
$595K - $615K
|
433K
$33.7M
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
8.09KNew |
$593K - $613K
|
8.09K
$631K
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.86K+ 1.77% |
$577K - $596K
|
451K
$35.2M
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
7.79K+ 1.22% |
$572K - $591K
|
647K
$50.4M
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.79KNew |
$571K - $590K
|
7.79K
$607K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.61K+ 103.36% |
$558K - $577K
|
15K
$1.17M
|