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 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.02K+ 4.22% |
$225K - $234K
|
74.5K
$5.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
3K+ 9.57% |
$224K - $232K
|
34.4K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
3KNew |
$223K - $232K
|
3K
$235K
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.99KNew |
$222K - $231K
|
2.99K
$234K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.98KNew |
$222K - $231K
|
2.98K
$234K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.95K+ 7.16% |
$220K - $229K
|
44.2K
$3.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.94KNew |
$219K - $228K
|
2.94K
$231K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
2.88K+ 50.05% |
$215K - $223K
|
8.64K
$679K
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2.88KNew |
$214K - $223K
|
2.88K
$226K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
BUY
|
- |
2.88K+ 17.22% |
$214K - $223K
|
19.6K
$1.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
2.87KNew |
$213K - $222K
|
2.87K
$225K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.86KNew |
$213K - $221K
|
2.86K
$224K
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.85K+ 1.89% |
$213K - $221K
|
154K
$12.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.83KNew |
$211K - $219K
|
2.83K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.82K+ 10.62% |
$210K - $218K
|
29.4K
$2.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.8KNew |
$208K - $216K
|
2.8K
$220K
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
2.79K+ 1.7% |
$208K - $216K
|
167K
$13.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.77KNew |
$206K - $214K
|
2.77K
$217K
|
|
|
Jan 31, 2024
Q4 2023
|
Palouse Capital Management, Inc.
|
BUY
|
- |
2.74K+ 81.32% |
$204K - $212K
|
6.11K
$480K
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
2.72K+ 12.7% |
$203K - $210K
|
24.1K
$1.9M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.7K+ 79.53% |
$201K - $209K
|
6.1K
$479K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
2.63K+ 0.21% |
$196K - $204K
|
1.25M
$98.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
2.61K+ 6.48% |
$194K - $202K
|
42.9K
$3.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.61KNew |
$194K - $202K
|
2.61K
$205K
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
2.6KNew |
$194K - $201K
|
2.6K
$205K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
2.6K+ 1.29% |
$193K - $201K
|
203K
$16M
|
|
|
Feb 09, 2024
Q4 2023
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
2.59KNew |
$193K - $200K
|
2.59K
$203K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
2.54K+ 1.17% |
$190K - $197K
|
220K
$17.3M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2.48K+ 62025.0% |
$185K - $192K
|
2.49K
$195K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.46K+ 3.25% |
$183K - $191K
|
78.3K
$6.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2.45K+ 1.81% |
$182K - $189K
|
137K
$10.8M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.4K+ 30.15% |
$178K - $185K
|
10.3K
$812K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.38K+ 22.9% |
$177K - $184K
|
12.8K
$1M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.35KNew |
$175K - $181K
|
2.35K
$184K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
2.34K+ 14.22% |
$174K - $181K
|
18.8K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.33K+ 803.45% |
$174K - $180K
|
2.62K
$206K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.28K+ 7.19% |
$170K - $176K
|
34K
$2.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
BUY
|
- |
2.23K+ 8.78% |
$166K - $172K
|
27.6K
$2.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.19K+ 37.55% |
$163K - $169K
|
8.02K
$630K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.19K+ 8.61% |
$163K - $169K
|
27.6K
$2.17M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.19K+ 2023.15% |
$163K - $169K
|
2.29K
$180K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
2.04K+ 62.08% |
$152K - $158K
|
5.33K
$419K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.04K+ 18.82% |
$152K - $158K
|
12.9K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.02K+ 25.15% |
$150K - $156K
|
10K
$789K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.97K+ 2.52% |
$147K - $152K
|
80.2K
$6.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.97K+ 5.78% |
$146K - $152K
|
36K
$2.83M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.93K+ 13.91% |
$144K - $149K
|
15.8K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.92K+ 1.18% |
$143K - $149K
|
165K
$13M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.89K+ 2.03% |
$141K - $146K
|
94.9K
$7.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.89K+ 1.81% |
$141K - $146K
|
106K
$8.36M
|