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 23, 2024
Q4 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
943+ 8.87% |
$70.2K - $73K
|
11.6K
$909K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
926+ 5.23% |
$69K - $71.6K
|
18.6K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
899+ 2.48% |
$67K - $69.6K
|
37.2K
$2.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
BUY
|
- |
871+ 0.39% |
$64.9K - $67.4K
|
222K
$17.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
859+ 13.68% |
$64K - $66.5K
|
7.14K
$560K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
847+ 5.57% |
$63.1K - $65.5K
|
16.1K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
845+ 0.93% |
$62.9K - $65.4K
|
92K
$7.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
834+ 0.71% |
$62.1K - $64.5K
|
118K
$9.23M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
BUY
|
- |
828+ 0.92% |
$61.7K - $64.1K
|
90.7K
$7.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
825+ 1.57% |
$61.5K - $63.8K
|
53.3K
$4.19M
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
799+ 17.2% |
$59.5K - $61.8K
|
5.44K
$427K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
795+ 25.93% |
$59.2K - $61.5K
|
3.86K
$303K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
776+ 4.0% |
$57.8K - $60K
|
20.2K
$1.58M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
776+ 4.0% |
$57.8K - $60K
|
20.2K
$1.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
740+ 1.32% |
$55.1K - $57.3K
|
56.8K
$4.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
707+ 11.02% |
$52.7K - $54.7K
|
7.12K
$559K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
700+ 1.73% |
$52.1K - $54.2K
|
41.1K
$3.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
698+ 396.59% |
$52K - $54K
|
874
$68.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
690+ 2.62% |
$51.4K - $53.4K
|
27K
$2.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
679+ 7.1% |
$50.6K - $52.5K
|
10.2K
$805K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
668+ 3.56% |
$49.8K - $51.7K
|
19.5K
$1.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
650+ 22.63% |
$48.4K - $50.3K
|
3.52K
$277K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
642+ 6.27% |
$47.8K - $49.7K
|
10.9K
$854K
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
623+ 1.08% |
$46.4K - $48.2K
|
58.1K
$4.56M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
619+ 6.45% |
$46.1K - $47.9K
|
10.2K
$802K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
615+ 0.08% |
$45.8K - $47.6K
|
792K
$62.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
611+ 9.19% |
$45.5K - $47.3K
|
7.26K
$570K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
603+ 3.94% |
$44.9K - $46.7K
|
15.9K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
600+ 8.22% |
$44.7K - $46.4K
|
7.9K
$620K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
596+ 88.04% |
$44.4K - $46.1K
|
1.27K
$100K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
592+ 45.54% |
$44.1K - $45.8K
|
1.89K
$149K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
580+ 0.98% |
$43.2K - $44.9K
|
59.5K
$4.67M
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
BUY
|
- |
578+ 9.49% |
$43.1K - $44.7K
|
6.67K
$524K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
575+ 12.67% |
$42.8K - $44.5K
|
5.11K
$402K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
575New |
$42.8K - $44.5K
|
575
$45.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
575+ 5.79% |
$42.8K - $44.5K
|
10.5K
$826K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
570+ 5.55% |
$42.5K - $44.1K
|
10.8K
$851K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
555+ 1.66% |
$41.3K - $42.9K
|
34K
$2.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
543+ 0.04% |
$40.4K - $42K
|
1.27M
$99.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
512+ 3.37% |
$38.1K - $39.6K
|
15.7K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
504New |
$37.5K - $39K
|
504
$39.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
500New |
$37.2K - $38.7K
|
500
$39.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
491+ 3.72% |
$36.6K - $38K
|
13.7K
$1.07M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
490+ 9.82% |
$36.5K - $37.9K
|
5.48K
$430K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
489+ 5.1% |
$36.4K - $37.8K
|
10.1K
$792K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
474+ 1.02% |
$35.3K - $36.7K
|
46.8K
$3.67M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
473New |
$35.2K - $36.6K
|
473
$37.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
470+ 196.65% |
$35K - $36.4K
|
709
$55.7K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
468+ 5.99% |
$34.9K - $36.2K
|
8.28K
$650K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
453+ 0.01% |
$33.7K - $35K
|
4.61M
$362M
|