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 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-86- 2.21% |
$6.42K - $6.6K
|
3.8K
$294K
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-87- 0.38% |
$6.5K - $6.68K
|
22.6K
$1.75M
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-88- 0.03% |
$6.57K - $6.75K
|
272K
$21M
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-88- 0.03% |
$6.57K - $6.75K
|
272K
$21M
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-89- 3.81% |
$6.65K - $6.83K
|
2.25K
$174K
|
|
May 01, 2023
Q1 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-91- 50.0% |
$6.79K - $6.99K
|
91
$7.04K
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-93- 5.92% |
$6.94K - $7.14K
|
1.48K
$114K
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-100- 1.25% |
$7.47K - $7.68K
|
7.89K
$610K
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-100- 2.11% |
$7.47K - $7.68K
|
4.64K
$359K
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-110- 3.73% |
$8.21K - $8.44K
|
2.84K
$220K
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-110- 1.61% |
$8.21K - $8.44K
|
6.74K
$521K
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-111- 61.67% |
$8.29K - $8.52K
|
69
$5.34K
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-111- 3.84% |
$8.29K - $8.52K
|
2.78K
$215K
|
|
May 04, 2023
Q1 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-114- 0.1% |
$8.51K - $8.75K
|
118K
$9.14M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-132- 74.58% |
$9.86K - $10.1K
|
45
$3.48K
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-139- 4.19% |
$10.4K - $10.7K
|
3.18K
$246K
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
SELL
|
- |
-143- 1.21% |
$10.7K - $11K
|
11.7K
$904K
|
|
May 03, 2023
Q1 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-145- 1.6% |
$10.8K - $11.1K
|
8.9K
$688K
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-147- 5.14% |
$11K - $11.3K
|
2.71K
$210K
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-150- 78.95% |
$11.2K - $11.5K
|
40
$3.09K
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-151- 2.47% |
$11.3K - $11.6K
|
5.95K
$460K
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-152- 1.63% |
$11.3K - $11.7K
|
9.18K
$709K
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-155- 49.84% |
$11.6K - $11.9K
|
156
$12.1K
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-167- 4.26% |
$12.5K - $12.8K
|
3.76K
$290K
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-174- 9.67% |
$13K - $13.4K
|
1.63K
$126K
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-174- 2.25% |
$13K - $13.4K
|
7.57K
$585K
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-175- 4.22% |
$13.1K - $13.4K
|
3.97K
$307K
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-181- 0.83% |
$13.5K - $13.9K
|
21.5K
$1.67M
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-182- 0.08% |
$13.6K - $14K
|
231K
$17.9M
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-183- 2.0% |
$13.7K - $14K
|
8.95K
$692K
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-185- 0.76% |
$13.8K - $14.2K
|
24.2K
$1.87M
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-189- 26.96% |
$14.1K - $14.5K
|
512
$39.6K
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-189- 5.54% |
$14.1K - $14.5K
|
3.23K
$249K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-191- 35.11% |
$14.3K - $14.7K
|
353
$27.3K
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-191- 2.11% |
$14.3K - $14.7K
|
8.86K
$685K
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-192- 5.39% |
$14.3K - $14.7K
|
3.37K
$260K
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-199- 0.1% |
$14.9K - $15.3K
|
201K
$15.6M
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-200- 2.3% |
$14.9K - $15.4K
|
8.49K
$656K
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-201- 2.14% |
$15K - $15.4K
|
9.21K
$712K
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-203- 0.43% |
$15.2K - $15.6K
|
47.5K
$3.67M
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-207- 15.87% |
$15.5K - $15.9K
|
1.1K
$84.8K
|
|
May 08, 2023
Q1 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-210- 1.86% |
$15.7K - $16.1K
|
11.1K
$859K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-219- 61.86% |
$16.4K - $16.8K
|
135
$10.4K
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-227- 4.81% |
$17K - $17.4K
|
4.49K
$347K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-228Closed |
$17K - $17.5K
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-230- 2.03% |
$17.2K - $17.7K
|
11.1K
$858K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-245- 0.81% |
$18.3K - $18.8K
|
30.1K
$2.32M
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-249- 14.38% |
$18.6K - $19.1K
|
1.48K
$115K
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-259- 0.89% |
$19.3K - $19.9K
|
28.7K
$2.22M
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-263- 13.28% |
$19.6K - $20.2K
|
1.72K
$133K
|