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 09, 2023
Q1 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-590- 4.68% |
$44.1K - $45.3K
|
12K
$928K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-594- 13.71% |
$44.4K - $45.6K
|
3.74K
$289K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-600- 48.0% |
$44.8K - $46.1K
|
650
$50.2K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-600- 11.36% |
$44.8K - $46.1K
|
4.68K
$361K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-604- 5.4% |
$45.1K - $46.4K
|
10.6K
$817K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-604- 1.29% |
$45.1K - $46.4K
|
46.4K
$3.58M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-606- 2.41% |
$45.3K - $46.5K
|
24.6K
$1.9M
|
|
|
May 10, 2023
Q1 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-608- 8.17% |
$45.4K - $46.7K
|
6.83K
$527K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-622- 4.86% |
$46.4K - $47.7K
|
12.2K
$941K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-623- 2.25% |
$46.5K - $47.8K
|
27.1K
$2.09M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-624- 8.35% |
$46.6K - $47.9K
|
6.85K
$529K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-625- 7.81% |
$46.7K - $48K
|
7.38K
$570K
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-628- 5.6% |
$46.9K - $48.2K
|
10.6K
$818K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-628- 0.17% |
$46.9K - $48.2K
|
371K
$28.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-631- 5.24% |
$47.1K - $48.4K
|
11.4K
$881K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-649- 32.76% |
$48.5K - $49.8K
|
1.33K
$103K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-669- 7.43% |
$50K - $51.4K
|
8.33K
$643K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-703- 21.1% |
$52.5K - $54K
|
2.63K
$203K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-720- 8.67% |
$53.8K - $55.3K
|
7.59K
$586K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-765- 73.56% |
$57.1K - $58.7K
|
275
$21.2K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-766- 13.27% |
$57.2K - $58.8K
|
5.01K
$387K
|
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-777- 21.52% |
$58K - $59.6K
|
2.83K
$219K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-779- 10.16% |
$58.2K - $59.8K
|
6.89K
$532K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-830- 5.1% |
$62K - $63.7K
|
15.5K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-842- 2.01% |
$62.9K - $64.6K
|
41K
$3.17M
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-846- 15.58% |
$63.2K - $64.9K
|
4.58K
$354K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-858- 11.38% |
$64.1K - $65.9K
|
6.68K
$516K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-906- 0.04% |
$67.7K - $69.5K
|
2.43M
$188M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-910- 20.08% |
$67.9K - $69.9K
|
3.62K
$280K
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-920- 1.17% |
$68.7K - $70.6K
|
77.7K
$6M
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-937- 1.29% |
$70K - $71.9K
|
71.7K
$5.53M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-949- 21.61% |
$70.9K - $72.8K
|
3.44K
$266K
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-957- 15.35% |
$71.5K - $73.5K
|
5.28K
$408K
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-975- 2.12% |
$72.8K - $74.8K
|
45.1K
$3.48M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.01K- 27.36% |
$75.6K - $77.8K
|
2.69K
$208K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.02K- 28.03% |
$76.4K - $78.5K
|
2.63K
$203K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.03K- 3.66% |
$77.2K - $79.4K
|
27.2K
$2.1M
|
|
|
Aug 17, 2023
Q1 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-1.05K- 15.4% |
$78.7K - $80.9K
|
5.79K
$447K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1.07K- 32.87% |
$79.8K - $82.1K
|
2.18K
$169K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.09K- 2.4% |
$81K - $83.3K
|
44.1K
$3.41M
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.12K- 28.31% |
$83.9K - $86.3K
|
2.85K
$220K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.14K- 15.32% |
$85.3K - $87.7K
|
6.31K
$487K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.16K- 2.61% |
$86.3K - $88.7K
|
43.1K
$3.33M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.16K- 4.38% |
$86.8K - $89.3K
|
25.4K
$1.96M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.17K- 2.76% |
$87.4K - $89.9K
|
41.2K
$3.18M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.17K- 20.16% |
$87.5K - $90K
|
4.64K
$358K
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-1.17K- 11.71% |
$87.7K - $90.1K
|
8.85K
$683K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.18K- 19.64% |
$88.4K - $90.9K
|
4.84K
$374K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.18K- 7.09% |
$88.4K - $90.9K
|
15.5K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.2K- 12.89% |
$89.7K - $92.2K
|
8.11K
$626K
|