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 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
11.7K+ 10.66% |
$870K - $903K
|
121K
$9.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
11.5K+ 1.48% |
$860K - $893K
|
791K
$62.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
11.5K+ 77.31% |
$857K - $890K
|
26.4K
$2.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
11.5K+ 5.99% |
$854K - $887K
|
203K
$15.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
11.4K+ 376.43% |
$846K - $879K
|
14.4K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.4K+ 7.63% |
$846K - $879K
|
160K
$12.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
11.3KNew |
$842K - $874K
|
11.3K
$888K
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
BUY
|
- |
11.2K+ 99.29% |
$833K - $866K
|
22.5K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
11.2KNew |
$831K - $863K
|
11.2K
$876K
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
11.1K+ 8.34% |
$828K - $860K
|
144K
$11.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
11.1K+ 1.8% |
$827K - $858K
|
626K
$49.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
11KNew |
$816K - $848K
|
11K
$861K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.7KNew |
$797K - $827K
|
10.7K
$840K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
10.4K+ 9.61% |
$778K - $808K
|
119K
$9.36M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.4K+ 63.96% |
$775K - $805K
|
26.7K
$2.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
10.4KNew |
$775K - $805K
|
10.4K
$817K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
10.4K+ 2.36% |
$774K - $804K
|
451K
$35.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
10K+ 102.05% |
$746K - $774K
|
19.8K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
10KNew |
$745K - $774K
|
10K
$785K
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
9.86KNew |
$734K - $763K
|
9.86K
$774K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
9.83K+ 11.14% |
$732K - $760K
|
98K
$7.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
9.75K+ 49.45% |
$726K - $754K
|
29.5K
$2.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
9.62K+ 5.68% |
$717K - $744K
|
179K
$14.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
9.58K+ 3.08% |
$714K - $741K
|
321K
$25.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.5K+ 6.13% |
$708K - $735K
|
165K
$12.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
9.46K+ 12.95% |
$705K - $732K
|
82.5K
$6.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
9.33K+ 11.79% |
$695K - $722K
|
88.5K
$6.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
9.3K+ 24.33% |
$693K - $720K
|
47.5K
$3.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
9.27K+ 2.93% |
$691K - $717K
|
325K
$25.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
9.07K+ 90.26% |
$675K - $701K
|
19.1K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
8.99K+ 9.64% |
$670K - $696K
|
102K
$8.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.98K+ 27.59% |
$669K - $695K
|
41.5K
$3.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.98K+ 12.63% |
$669K - $695K
|
80K
$6.29M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
8.96KNew |
$668K - $693K
|
8.96K
$704K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
8.83K+ 19.55% |
$658K - $683K
|
54K
$4.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.75K+ 19.04% |
$651K - $677K
|
54.7K
$4.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
8.66K+ 7.67% |
$645K - $670K
|
122K
$9.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
8.66K+ 80.48% |
$645K - $670K
|
19.4K
$1.52M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
8.1K+ 20.55% |
$603K - $627K
|
47.5K
$3.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
8.01KNew |
$597K - $620K
|
8.01K
$629K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.97K+ 0.66% |
$594K - $617K
|
1.21M
$94.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
7.86K+ 1.02% |
$585K - $608K
|
776K
$60.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7.86K+ 1.02% |
$585K - $608K
|
776K
$60.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
7.85KNew |
$585K - $607K
|
7.85K
$616K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.8K+ 1.46% |
$581K - $604K
|
540K
$42.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
7.78K+ 0.6% |
$579K - $602K
|
1.31M
$103M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
7.68KNew |
$572K - $594K
|
7.68K
$603K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
7.57KNew |
$564K - $586K
|
7.57K
$594K
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
7.54KNew |
$561K - $583K
|
7.54K
$592K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.48K+ 73.26% |
$557K - $579K
|
17.7K
$1.39M
|