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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
7+ 0.06% |
$523 - $537
|
12K
$929K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
6+ 0.21% |
$448 - $461
|
2.81K
$218K
|
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4+ 0.14% |
$299 - $307
|
2.95K
$229K
|
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
4+ 0.13% |
$299 - $307
|
3.18K
$246K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
4+ 1.9% |
$299 - $307
|
215
$16.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$224 - $230
|
3.44K
$267K
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
3+ 0.09% |
$224 - $230
|
3.24K
$251K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3+ 0.04% |
$224 - $230
|
7.31K
$566K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
3+ 0.19% |
$224 - $230
|
1.57K
$121K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.02% |
$224 - $230
|
12.7K
$981K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 0.11% |
$224 - $230
|
2.79K
$216K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
2+ 0.01% |
$149 - $154
|
21K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2+ 2.13% |
$149 - $154
|
96
$7.43K
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1+ 0.01% |
$74.7 - $76.8
|
14K
$1.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$74.7 - $76.8
|
3.72K
$288K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.71% |
$74.7 - $76.8
|
141
$10.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.05% |
$74.7 - $76.8
|
2.14K
$166K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$74.7 - $76.8
|
4.55K
$353K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
1New |
$74.7 - $76.8
|
1
$77.4
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.16% |
$74.7 - $76.8
|
636
$49.3K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.23% |
$74.7 - $76.8
|
437
$33.8K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1New |
$74.7 - $76.8
|
1
$77.4
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-3- 0.01% |
$224 - $230
|
36.8K
$2.85M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5- 20.0% |
$373 - $384
|
20
$1.55K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9- 0.11% |
$672 - $691
|
8.08K
$626K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-9Closed |
$672 - $691
|
0
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-12- 0.11% |
$896 - $921
|
10.9K
$847K
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-12- 0.44% |
$896 - $921
|
2.72K
$211K
|
|
|
Apr 11, 2023
Q1 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-18- 0.53% |
$1.34K - $1.38K
|
3.41K
$264K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-18- 0.24% |
$1.34K - $1.38K
|
7.35K
$569K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-20- 0.62% |
$1.49K - $1.54K
|
3.2K
$247K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-21- 0.09% |
$1.57K - $1.61K
|
23.2K
$1.8M
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-24- 0.24% |
$1.79K - $1.84K
|
10K
$776K
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-25- 0.48% |
$1.87K - $1.92K
|
5.22K
$404K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-26- 0.26% |
$1.94K - $2K
|
10.2K
$787K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-27- 0.39% |
$2.02K - $2.07K
|
6.94K
$537K
|
|
|
May 03, 2023
Q1 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-31- 0.66% |
$2.31K - $2.38K
|
4.69K
$363K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-35- 7.64% |
$2.61K - $2.69K
|
423
$32.8K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-36- 0.11% |
$2.69K - $2.76K
|
32.3K
$2.5M
|
|
|
May 08, 2023
Q1 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-39- 0.36% |
$2.91K - $2.99K
|
10.8K
$839K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-46- 7.73% |
$3.43K - $3.53K
|
549
$42.5K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-46- 0.49% |
$3.43K - $3.53K
|
9.25K
$716K
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-50- 1.12% |
$3.73K - $3.84K
|
4.41K
$342K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-51- 0.14% |
$3.81K - $3.91K
|
37.4K
$2.89M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-53- 35.57% |
$3.96K - $4.07K
|
96
$7.43K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-57- 1.55% |
$4.26K - $4.38K
|
3.63K
$281K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-58- 0.3% |
$4.33K - $4.45K
|
19.3K
$1.49M
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-65- 0.4% |
$4.85K - $4.99K
|
16.3K
$1.26M
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-66- 1.95% |
$4.93K - $5.07K
|
3.32K
$257K
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-80- 0.27% |
$5.97K - $6.14K
|
29.3K
$2.27M
|