Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
431+ 29.64% |
$32.1K - $33.3K
|
1.89K
$148K
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
425+ 0.17% |
$31.7K - $32.9K
|
245K
$19.2M
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
421+ 3.97% |
$31.4K - $32.6K
|
11K
$867K
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
419+ 4.72% |
$31.2K - $32.4K
|
9.3K
$730K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
418+ 1306.25% |
$31.1K - $32.3K
|
450
$35.3K
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
406New |
$30.2K - $31.4K
|
406
$31.9K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
403+ 2.76% |
$30K - $31.2K
|
15K
$1.18M
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
401New |
$29.9K - $31K
|
401
$31.5K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
394New |
$29.3K - $30.5K
|
394
$30.9K
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
389+ 1.94% |
$29K - $30.1K
|
20.4K
$1.6M
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
380+ 2.37% |
$28.3K - $29.4K
|
16.4K
$1.29M
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
372+ 0.88% |
$27.7K - $28.8K
|
42.8K
$3.36M
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
362+ 9.99% |
$27K - $28K
|
3.99K
$313K
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
362+ 10.85% |
$27K - $28K
|
3.7K
$291K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
347New |
$25.8K - $26.8K
|
347
$27.3K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
346New |
$25.8K - $26.8K
|
346
$27.2K
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
338+ 52.81% |
$25.2K - $26.2K
|
978
$76.8K
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
332+ 7.25% |
$24.7K - $25.7K
|
4.91K
$386K
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
331New |
$24.7K - $25.6K
|
331
$26K
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
331+ 4.71% |
$24.7K - $25.6K
|
7.37K
$578K
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
327+ 0.09% |
$24.4K - $25.3K
|
364K
$28.6M
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
327+ 300.0% |
$24.4K - $25.3K
|
436
$34.2K
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
316New |
$23.5K - $24.4K
|
316
$24.8K
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
300+ 5.94% |
$22.3K - $23.2K
|
5.35K
$420K
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
292+ 0.13% |
$21.8K - $22.6K
|
229K
$18M
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
289New |
$21.5K - $22.4K
|
289
$22.7K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
286+ 0.48% |
$21.3K - $22.1K
|
60.4K
$4.75M
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
279+ 2.98% |
$20.8K - $21.6K
|
9.65K
$758K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
274+ 0.15% |
$20.4K - $21.2K
|
178K
$14M
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
265+ 6.11% |
$19.7K - $20.5K
|
4.6K
$361K
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
263+ 0.24% |
$19.6K - $20.3K
|
110K
$8.62M
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
256+ 0.48% |
$19.1K - $19.8K
|
53.4K
$4.19M
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
250New |
$18.6K - $19.3K
|
250
$19.6K
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
248+ 24.05% |
$18.5K - $19.2K
|
1.28K
$100K
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
248+ 2.94% |
$18.5K - $19.2K
|
8.68K
$682K
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
232+ 1.78% |
$17.3K - $17.9K
|
13.2K
$1.04M
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
215+ 1.61% |
$16K - $16.6K
|
13.6K
$1.06M
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
212+ 2.44% |
$15.8K - $16.4K
|
8.91K
$700K
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
198+ 3.74% |
$14.7K - $15.3K
|
5.5K
$432K
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
170+ 1.68% |
$12.7K - $13.2K
|
10.3K
$808K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
160+ 1.01% |
$11.9K - $12.4K
|
16.1K
$1.26M
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
160+ 1.17% |
$11.9K - $12.4K
|
13.8K
$1.08M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
152+ 83.06% |
$11.3K - $11.8K
|
335
$26.3K
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
144New |
$10.7K - $11.1K
|
144
$11.3K
|
|
Feb 09, 2024
Q4 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
141+ 1.45% |
$10.5K - $10.9K
|
9.86K
$774K
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
135+ 0.58% |
$10.1K - $10.4K
|
23.5K
$1.85M
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
128+ 2.74% |
$9.53K - $9.9K
|
4.81K
$378K
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
113+ 1.57% |
$8.42K - $8.74K
|
7.3K
$574K
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
110+ 0.82% |
$8.19K - $8.51K
|
13.5K
$1.06M
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
110+ 3.35% |
$8.19K - $8.51K
|
3.39K
$266K
|