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 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
26.9KNew |
$2.01M - $2.08M
|
26.9K
$2.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
25.3K+ 152.07% |
$1.88M - $1.95M
|
41.9K
$3.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25K+ 156.23% |
$1.86M - $1.93M
|
41K
$3.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
24.9K+ 5.57% |
$1.86M - $1.93M
|
472K
$37.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
24.6KNew |
$1.83M - $1.9M
|
24.6K
$1.93M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
24KNew |
$1.78M - $1.85M
|
24K
$1.88M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
23.1K+ 153.13% |
$1.72M - $1.79M
|
38.2K
$3M
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
23K+ 12.08% |
$1.71M - $1.78M
|
213K
$16.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
22.1K+ 280.0% |
$1.64M - $1.71M
|
29.9K
$2.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
21.7KNew |
$1.62M - $1.68M
|
21.7K
$1.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
21.1K+ 34.32% |
$1.57M - $1.63M
|
82.4K
$6.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
21K+ 37.25% |
$1.56M - $1.63M
|
77.4K
$6.08M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
20.6KNew |
$1.53M - $1.59M
|
20.6K
$1.62M
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
20.4K+ 19.48% |
$1.52M - $1.58M
|
125K
$9.82M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
20.4K+ 4.43% |
$1.52M - $1.57M
|
480K
$37.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
20.1K+ 1.1% |
$1.5M - $1.56M
|
1.84M
$145M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
20K+ 20.0% |
$1.49M - $1.55M
|
120K
$9.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20K+ 6.83% |
$1.49M - $1.55M
|
313K
$24.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
BUY
|
- |
20KNew |
$1.49M - $1.54M
|
20K
$1.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
19.7KNew |
$1.46M - $1.52M
|
19.7K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
18.7K+ 638.11% |
$1.39M - $1.45M
|
21.6K
$1.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
BUY
|
- |
18.6K+ 3.72% |
$1.38M - $1.44M
|
518K
$40.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
17.8KNew |
$1.33M - $1.38M
|
17.8K
$1.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
17.6K+ 43.47% |
$1.31M - $1.36M
|
58.2K
$4.57M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
17.3KNew |
$1.29M - $1.34M
|
17.3K
$1.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
17.3K+ 14.61% |
$1.29M - $1.34M
|
135K
$10.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
17.1K+ 33.29% |
$1.27M - $1.32M
|
68.4K
$5.37M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
16.8K+ 3.31% |
$1.25M - $1.3M
|
524K
$41.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.6KNew |
$1.24M - $1.29M
|
16.6K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
16.4K+ 0.84% |
$1.22M - $1.27M
|
1.97M
$155M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.2K+ 6.2% |
$1.21M - $1.26M
|
278K
$21.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
16.2K+ 83.83% |
$1.2M - $1.25M
|
35.4K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.9K+ 7.6% |
$1.19M - $1.23M
|
226K
$17.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
15.6K+ 28.99% |
$1.16M - $1.2M
|
69.2K
$5.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15.3K+ 5.05% |
$1.14M - $1.18M
|
318K
$24.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
15.1KNew |
$1.13M - $1.17M
|
15.1K
$1.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
15.1K+ 38.02% |
$1.12M - $1.17M
|
54.7K
$4.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
15KNew |
$1.12M - $1.16M
|
15K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
14.5K+ 34.7% |
$1.08M - $1.12M
|
56.3K
$4.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
14.1K+ 14.51% |
$1.05M - $1.09M
|
111K
$8.72M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
13.8K+ 8.24% |
$1.03M - $1.06M
|
181K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.7KNew |
$945K - $981K
|
12.7K
$996K
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
12.7KNew |
$943K - $980K
|
12.7K
$995K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.3KNew |
$915K - $950K
|
12.3K
$965K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
12.2KNew |
$909K - $944K
|
12.2K
$958K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
12.1K+ 42.18% |
$905K - $940K
|
40.9K
$3.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
12.1KNew |
$901K - $936K
|
12.1K
$950K
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
12KNew |
$893K - $928K
|
12K
$942K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12K+ 15.34% |
$893K - $928K
|
90.1K
$7.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
11.9KNew |
$884K - $918K
|
11.9K
$932K
|