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
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
7.44KNew |
$554K - $575K
|
7.44K
$584K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
7.41K+ 16.29% |
$552K - $573K
|
52.9K
$4.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Baskin Financial Services Inc.
|
BUY
|
- |
7.4K+ 74.04% |
$551K - $573K
|
17.4K
$1.37M
|
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
7.38KNew |
$549K - $571K
|
7.38K
$579K
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
7.31K+ 5.15% |
$544K - $565K
|
149K
$11.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.3K+ 3.69% |
$543K - $564K
|
205K
$16.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
7.22KNew |
$538K - $559K
|
7.22K
$567K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
7.2KNew |
$536K - $557K
|
7.2K
$565K
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
7.17KNew |
$534K - $555K
|
7.17K
$563K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
7.09K+ 219.17% |
$528K - $549K
|
10.3K
$811K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
7.02KNew |
$523K - $543K
|
7.02K
$552K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
6.95K+ 3.56% |
$518K - $538K
|
202K
$15.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
6.93K+ 87.49% |
$516K - $536K
|
14.9K
$1.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
6.8K+ 5.78% |
$506K - $526K
|
124K
$9.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
6.77K+ 50.44% |
$504K - $524K
|
20.2K
$1.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.75K+ 7.0% |
$503K - $522K
|
103K
$8.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.73KNew |
$501K - $520K
|
6.73K
$528K
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
6.66KNew |
$496K - $515K
|
6.66K
$523K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
6.64KNew |
$494K - $514K
|
6.64K
$521K
|
|
|
Feb 09, 2024
Q4 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
6.62KNew |
$493K - $512K
|
6.62K
$520K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
6.61K+ 3.37% |
$492K - $511K
|
202K
$15.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
6.51KNew |
$485K - $503K
|
6.51K
$511K
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
6.5KNew |
$484K - $503K
|
6.5K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.49KNew |
$483K - $502K
|
6.49K
$510K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.27K+ 3.53% |
$467K - $485K
|
184K
$14.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
6.26KNew |
$466K - $484K
|
6.26K
$492K
|
|
|
Jun 13, 2024
Q4 2023
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
6.21KNew |
$462K - $480K
|
6.21K
$487K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.1K+ 17.13% |
$454K - $472K
|
41.7K
$3.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.06KNew |
$451K - $469K
|
6.06K
$476K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
5.94K+ 1.03% |
$442K - $459K
|
583K
$45.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
5.9K+ 28.96% |
$439K - $456K
|
26.3K
$2.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5.69K+ 17.14% |
$424K - $440K
|
38.9K
$3.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
5.69K+ 9.03% |
$424K - $440K
|
68.6K
$5.39M
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
5.68K+ 4.0% |
$423K - $440K
|
148K
$11.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
5.64K+ 12.31% |
$420K - $437K
|
51.5K
$4.04M
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
5.6K+ 5.24% |
$417K - $433K
|
112K
$8.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
5.47KNew |
$408K - $424K
|
5.47K
$430K
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
BUY
|
- |
5.46K+ 5.16% |
$407K - $423K
|
111K
$8.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
5.44K+ 2.74% |
$405K - $421K
|
204K
$16M
|
|
|
Jan 11, 2024
Q4 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
5.4K+ 2.2% |
$402K - $418K
|
250K
$19.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
5.25K+ 9.09% |
$391K - $406K
|
62.9K
$4.94M
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
5.21K+ 63.2% |
$388K - $403K
|
13.5K
$1.06M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
5.05K+ 4.48% |
$376K - $391K
|
118K
$9.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.95K+ 19.11% |
$369K - $383K
|
30.9K
$2.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.91K+ 87.44% |
$366K - $380K
|
10.5K
$827K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.89K+ 26.72% |
$364K - $378K
|
23.2K
$1.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
4.87K+ 11.16% |
$363K - $377K
|
48.5K
$3.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
4.87K+ 9.23% |
$363K - $377K
|
57.6K
$4.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.86KNew |
$362K - $376K
|
4.86K
$382K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
4.8K+ 1.26% |
$358K - $372K
|
385K
$30.2M
|