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 |
---|---|---|---|---|---|---|---|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
75.5KNew |
$5.63M - $5.84M
|
75.5K
$5.93M
|
|
Feb 09, 2024
Q4 2023
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
74.1KNew |
$5.52M - $5.73M
|
74.1K
$5.82M
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
72.9K+ 608.01% |
$5.43M - $5.64M
|
84.9K
$6.67M
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
72.8K+ 76.15% |
$5.42M - $5.63M
|
168K
$13.2M
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
71.1K+ 5.91% |
$5.29M - $5.5M
|
1.27M
$100M
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
70K+ 8.28% |
$5.21M - $5.41M
|
915K
$71.9M
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
69.4K+ 154.34% |
$5.17M - $5.37M
|
114K
$8.98M
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
68.7KNew |
$5.11M - $5.31M
|
68.7K
$5.39M
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
66.5KNew |
$4.95M - $5.14M
|
66.5K
$5.22M
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
63.9K+ 23.45% |
$4.76M - $4.95M
|
336K
$26.4M
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
61.5K+ 146.17% |
$4.58M - $4.76M
|
104K
$8.14M
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
59.3KNew |
$4.42M - $4.59M
|
59.3K
$4.66M
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
54.5K+ 10.87% |
$4.06M - $4.21M
|
556K
$43.6M
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
54KNew |
$4.02M - $4.18M
|
54K
$4.24M
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
50.7K+ 12.67% |
$3.78M - $3.92M
|
451K
$35.4M
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
49.1K+ 95.51% |
$3.65M - $3.8M
|
100K
$7.89M
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
48.4K+ 995.11% |
$3.61M - $3.74M
|
53.3K
$4.18M
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
48KNew |
$3.57M - $3.71M
|
48K
$3.77M
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
47.4K+ 34.13% |
$3.53M - $3.67M
|
186K
$14.6M
|
|
Oct 01, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
46.4K+ 1206.38% |
$3.45M - $3.59M
|
50.2K
$3.94M
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
BUY
|
- |
46KNew |
$3.43M - $3.56M
|
46K
$3.61M
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
43.9K+ 8.11% |
$3.27M - $3.39M
|
585K
$45.9M
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
42.4K+ 277.23% |
$3.16M - $3.28M
|
57.7K
$4.54M
|
|
Oct 30, 2024
Q4 2023
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
41.6KNew |
$3.1M - $3.21M
|
41.6K
$3.26M
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
40.9KNew |
$3.05M - $3.17M
|
40.9K
$3.21M
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
39.4K+ 388.74% |
$2.94M - $3.05M
|
49.6K
$3.89M
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
39.1KNew |
$2.91M - $3.03M
|
39.1K
$3.07M
|
|
Jan 25, 2024
Q4 2023
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
38.7KNew |
$2.88M - $2.99M
|
38.7K
$3.04M
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
37.4KNew |
$2.79M - $2.89M
|
37.4K
$2.94M
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
37.4KNew |
$2.78M - $2.89M
|
37.4K
$2.94M
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
37.2K+ 281.41% |
$2.77M - $2.88M
|
50.5K
$3.96M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37K+ 9.17% |
$2.76M - $2.87M
|
441K
$34.6M
|
|
Feb 13, 2024
Q4 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
36.9K+ 18.94% |
$2.75M - $2.85M
|
232K
$18.2M
|
|
Feb 02, 2024
Q4 2023
|
Florin Court Capital LLP
|
BUY
|
- |
36.7K+ 502.46% |
$2.73M - $2.84M
|
44K
$3.46M
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
35.8K+ 545.36% |
$2.67M - $2.77M
|
42.3K
$3.33M
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
35.6K+ 6.42% |
$2.66M - $2.76M
|
591K
$46.4M
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
33.5K+ 13.02% |
$2.5M - $2.59M
|
291K
$22.9M
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
32.9K+ 10.96% |
$2.45M - $2.54M
|
333K
$26.1M
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
32.7K+ 36.33% |
$2.44M - $2.53M
|
123K
$9.64M
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
31.8KNew |
$2.37M - $2.46M
|
31.8K
$2.5M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
31.6K+ 6.89% |
$2.35M - $2.44M
|
490K
$38.5M
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
30.6KNew |
$2.28M - $2.37M
|
30.6K
$2.41M
|
|
Jan 18, 2024
Q4 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
30.5K+ 61.2% |
$2.27M - $2.36M
|
80.3K
$6.31M
|
|
Feb 12, 2024
Q4 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
29.2K+ 16.76% |
$2.17M - $2.26M
|
203K
$16M
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
29.1K+ 398.79% |
$2.17M - $2.25M
|
36.4K
$2.86M
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
29K+ 147.41% |
$2.16M - $2.24M
|
48.7K
$3.82M
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
29KNew |
$2.16M - $2.24M
|
29K
$2.27M
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
28.8KNew |
$2.14M - $2.23M
|
28.8K
$2.26M
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
28.5K+ 7.38% |
$2.12M - $2.21M
|
415K
$32.6M
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
27.1K+ 7.85% |
$2.02M - $2.1M
|
373K
$29.3M
|