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
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-264- 8.6% |
$19.7K - $20.3K
|
2.81K
$217K
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-279- 2.45% |
$20.8K - $21.4K
|
11.1K
$858K
|
|
|
Apr 12, 2023
Q1 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-280- 4.41% |
$20.9K - $21.5K
|
6.07K
$469K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-288- 1.97% |
$21.5K - $22.1K
|
14.4K
$1.11M
|
|
|
Apr 21, 2023
Q1 2023
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-289- 1.05% |
$21.6K - $22.2K
|
27.3K
$2.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-296- 1.77% |
$22.1K - $22.7K
|
16.5K
$1.27M
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-299- 8.18% |
$22.3K - $23K
|
3.36K
$259K
|
|
|
May 08, 2023
Q1 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-300- 1.24% |
$22.4K - $23K
|
23.9K
$1.85M
|
|
|
May 12, 2023
Q1 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-300- 6.69% |
$22.4K - $23K
|
4.19K
$323K
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-300- 8.99% |
$22.4K - $23K
|
3.04K
$234K
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-301- 9.32% |
$22.5K - $23.1K
|
2.93K
$226K
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-301- 9.32% |
$22.5K - $23.1K
|
2.93K
$226K
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-302- 0.7% |
$22.6K - $23.2K
|
42.9K
$3.31M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-302- 1.39% |
$22.6K - $23.2K
|
21.4K
$1.65M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-304- 2.11% |
$22.7K - $23.3K
|
14.1K
$1.09M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-320- 0.83% |
$23.9K - $24.6K
|
38.2K
$2.95M
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-339- 0.8% |
$25.3K - $26K
|
42.3K
$3.26M
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-343- 2.71% |
$25.6K - $26.3K
|
12.3K
$950K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-352- 8.08% |
$26.3K - $27K
|
4.01K
$309K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-357- 8.84% |
$26.7K - $27.4K
|
3.68K
$284K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-368- 3.7% |
$27.5K - $28.2K
|
9.57K
$739K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-370- 37.49% |
$27.6K - $28.4K
|
617
$47.6K
|
|
|
May 03, 2023
Q1 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-370- 1.98% |
$27.6K - $28.4K
|
18.3K
$1.42M
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-372- 3.88% |
$27.8K - $28.6K
|
9.23K
$712K
|
|
|
May 23, 2023
Q1 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-384- 0.18% |
$28.7K - $29.5K
|
215K
$16.6M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-389- 57.97% |
$29K - $29.9K
|
282
$21.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-393- 2.05% |
$29.3K - $30.2K
|
18.7K
$1.45M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-396- 5.87% |
$29.6K - $30.4K
|
6.36K
$491K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-414- 1.82% |
$30.9K - $31.8K
|
22.3K
$1.72M
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-424- 0.26% |
$31.7K - $32.5K
|
163K
$12.6M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-427- 10.23% |
$31.9K - $32.8K
|
3.75K
$289K
|
|
|
Apr 24, 2023
Q1 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-432- 7.34% |
$32.3K - $33.2K
|
5.45K
$421K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-436- 8.6% |
$32.6K - $33.5K
|
4.64K
$358K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-495- 9.59% |
$37K - $38K
|
4.67K
$360K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-498- 32.94% |
$37.2K - $38.2K
|
1.01K
$78.3K
|
|
|
May 15, 2023
Q1 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-500- 10.26% |
$37.3K - $38.4K
|
4.37K
$338K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-505- 13.9% |
$37.7K - $38.8K
|
3.13K
$241K
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-506- 2.25% |
$37.8K - $38.8K
|
22K
$1.7M
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-508- 8.55% |
$37.9K - $39K
|
5.43K
$419K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-515- 4.22% |
$38.5K - $39.5K
|
11.7K
$903K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
SELL
|
- |
-523- 1.45% |
$39.1K - $40.1K
|
35.5K
$2.74M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-529- 5.75% |
$39.5K - $40.6K
|
8.68K
$670K
|
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-530- 11.1% |
$39.6K - $40.7K
|
4.25K
$328K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-541- 1.52% |
$40.4K - $41.5K
|
35.1K
$2.71M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-545- 28.17% |
$40.7K - $41.8K
|
1.39K
$107K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-547- 13.52% |
$40.8K - $42K
|
3.5K
$270K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-558- 12.49% |
$41.7K - $42.8K
|
3.91K
$302K
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-561- 2.06% |
$41.9K - $43.1K
|
26.7K
$2.06M
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-566- 0.79% |
$42.3K - $43.4K
|
71.4K
$5.51M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-578- 8.03% |
$43.2K - $44.4K
|
6.62K
$511K
|