Purchases and Sales Made in Q1 2023 in Vanguard Bd Index Fd Inc Short (BSV)
This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Short (BSV) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD BD INDEX FD INC SHORT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
14.3MNew |
$1.07B - $1.1B
|
14.3M
$1.11B
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.7M+ 65.9% |
$426M - $438M
|
14.4M
$1.11B
|
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.3MNew |
$321M - $330M
|
4.3M
$333M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.88M+ 16.32% |
$140M - $144M
|
13.4M
$1.04B
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.7MNew |
$127M - $130M
|
1.7M
$131M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.67MNew |
$125M - $128M
|
1.67M
$129M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.2M+ 1.85% |
$89.9M - $92.4M
|
66.2M
$5.12B
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
639K+ 253.28% |
$47.7M - $49.1M
|
892K
$69M
|
|
|
May 09, 2023
Q1 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
592K+ 1629.08% |
$44.2M - $45.5M
|
629K
$48.6M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
563K+ 26.84% |
$42M - $43.2M
|
2.66M
$206M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
515K+ 4.95% |
$38.4M - $39.5M
|
10.9M
$844M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
498K+ 1.35% |
$37.2M - $38.2M
|
37.3M
$2.89B
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
456K+ 2307.41% |
$34.1M - $35M
|
476K
$36.8M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
387K+ 17.13% |
$28.9M - $29.7M
|
2.65M
$205M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
386K+ 3.23% |
$28.8M - $29.6M
|
12.3M
$954M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
386K+ 3.23% |
$28.8M - $29.6M
|
12.3M
$954M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
379KNew |
$28.3M - $29.1M
|
379K
$29.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
340K+ 167.29% |
$25.4M - $26.1M
|
543K
$42M
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
335KNew |
$25M - $25.7M
|
335K
$25.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
317K+ 42.74% |
$23.7M - $24.4M
|
1.06M
$82M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
275KNew |
$20.5M - $21.1M
|
275K
$21.3M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
BUY
|
- |
264K+ 5.45% |
$19.7M - $20.3M
|
5.11M
$395M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
261K+ 83.44% |
$19.5M - $20M
|
573K
$44.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
216K+ 5386.16% |
$16.1M - $16.6M
|
220K
$17M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
193K+ 10.31% |
$14.4M - $14.8M
|
2.07M
$160M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
179KNew |
$13.4M - $13.7M
|
179K
$13.8M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
160K+ 8.81% |
$12M - $12.3M
|
1.98M
$153M
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
149K+ 28.28% |
$11.1M - $11.4M
|
675K
$52.2M
|
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
148K+ 175.44% |
$11.1M - $11.4M
|
232K
$18M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
144K+ 146.19% |
$10.7M - $11M
|
242K
$18.7M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
142K+ 7.74% |
$10.6M - $10.9M
|
1.98M
$153M
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
142KNew |
$10.6M - $10.9M
|
142K
$11M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
140K+ 762.46% |
$10.5M - $10.8M
|
159K
$12.3M
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
130K+ 4.48% |
$9.69M - $9.96M
|
3.02M
$234M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
127K+ 9.57% |
$9.48M - $9.75M
|
1.45M
$113M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
123K+ 57.93% |
$9.18M - $9.44M
|
335K
$25.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
118K+ 2121.24% |
$8.84M - $9.09M
|
124K
$9.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
115K+ 2.35% |
$8.56M - $8.8M
|
4.99M
$386M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
113K+ 471.43% |
$8.47M - $8.7M
|
137K
$10.6M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
109K+ 12.73% |
$8.12M - $8.34M
|
962K
$74.4M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
104KNew |
$7.75M - $7.97M
|
104K
$8.03M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
104KNew |
$7.75M - $7.97M
|
104K
$8.03M
|
|
|
May 15, 2023
Q1 2023
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
BUY
|
- |
92.9K+ 129.06% |
$6.94M - $7.13M
|
165K
$12.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
92.8K+ 145.67% |
$6.93M - $7.12M
|
156K
$12.1M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
91.7K+ 30.72% |
$6.85M - $7.04M
|
390K
$30.2M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
84.1K+ 2.98% |
$6.28M - $6.45M
|
2.91M
$225M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
83.9K+ 419.2% |
$6.27M - $6.44M
|
104K
$8.04M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
76.8K+ 28.51% |
$5.74M - $5.9M
|
346K
$26.8M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
67.8K+ 93.72% |
$5.06M - $5.21M
|
140K
$10.8M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
65.9K+ 2502.89% |
$4.92M - $5.06M
|
68.5K
$5.3M
|