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
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.21K- 0.5% |
$90.3K - $92.8K
|
241K
$18.6M
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.21K- 3.41% |
$90.4K - $92.9K
|
34.3K
$2.65M
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.21K- 2.11% |
$90.4K - $92.9K
|
56K
$4.33M
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.23K- 5.44% |
$91.9K - $94.5K
|
21.4K
$1.65M
|
|
Apr 25, 2023
Q1 2023
|
Verde Capital Management
|
SELL
|
- |
-1.24K- 17.62% |
$92.4K - $95K
|
5.79K
$447K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.24K- 64.26% |
$92.4K - $95K
|
688
$53.2K
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-1.24K- 26.38% |
$92.6K - $95.2K
|
3.46K
$268K
|
|
Nov 13, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1.24K- 20.39% |
$92.7K - $95.3K
|
4.85K
$375K
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.27K- 32.3% |
$94.8K - $97.5K
|
2.66K
$206K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.27K- 16.26% |
$94.9K - $97.6K
|
6.55K
$506K
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.28K- 28.44% |
$95.5K - $98.2K
|
3.22K
$249K
|
|
Sep 05, 2023
Q1 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-1.28K- 9.44% |
$95.9K - $98.6K
|
12.3K
$952K
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.29K- 18.95% |
$96.2K - $98.9K
|
5.51K
$426K
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.29K- 6.39% |
$96.5K - $99.3K
|
18.9K
$1.46M
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.3K- 1.99% |
$96.9K - $99.6K
|
64K
$4.95M
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.31K- 4.46% |
$97.7K - $100K
|
28K
$2.16M
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.32K- 6.31% |
$98.3K - $101K
|
19.5K
$1.51M
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-1.37K- 20.44% |
$102K - $105K
|
5.33K
$412K
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.38K- 33.72% |
$103K - $106K
|
2.71K
$210K
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.4K- 8.85% |
$105K - $108K
|
14.5K
$1.12M
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.41K- 2.23% |
$106K - $108K
|
61.8K
$4.78M
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-1.42K- 1.83% |
$106K - $109K
|
75.9K
$5.87M
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.42K- 28.79% |
$106K - $109K
|
3.51K
$271K
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.44K- 90.4% |
$108K - $111K
|
153
$11.8K
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.46K- 0.99% |
$109K - $112K
|
146K
$11.3M
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.47K- 31.79% |
$110K - $113K
|
3.15K
$243K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.47K- 10.87% |
$110K - $113K
|
12K
$931K
|
|
Apr 28, 2023
Q1 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-1.47K- 27.41% |
$110K - $113K
|
3.89K
$301K
|
|
May 09, 2023
Q1 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-1.48K- 6.57% |
$110K - $113K
|
21K
$1.62M
|
|
Apr 26, 2023
Q1 2023
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-1.5K- 3.16% |
$112K - $115K
|
45.8K
$3.54M
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.52K- 13.91% |
$114K - $117K
|
9.41K
$728K
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.56K- 20.78% |
$116K - $120K
|
5.94K
$460K
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.56K- 31.2% |
$116K - $120K
|
3.44K
$266K
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.58K- 4.03% |
$118K - $121K
|
37.5K
$2.9M
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.58K- 10.7% |
$118K - $121K
|
13.2K
$1.02M
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.58K- 20.52% |
$118K - $122K
|
6.13K
$474K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.59K- 11.78% |
$119K - $122K
|
11.9K
$919K
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-1.6K- 22.21% |
$119K - $123K
|
5.61K
$433K
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.61K- 36.33% |
$120K - $124K
|
2.82K
$218K
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.64K- 81.57% |
$122K - $126K
|
370
$28.6K
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.7K- 15.37% |
$127K - $131K
|
9.38K
$725K
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.71K- 1.45% |
$128K - $131K
|
117K
$9.01M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.72K- 13.02% |
$129K - $132K
|
11.5K
$890K
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.78K- 29.98% |
$133K - $136K
|
4.15K
$320K
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.81K- 44.16% |
$135K - $139K
|
2.28K
$176K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.81K- 14.76% |
$135K - $139K
|
10.4K
$807K
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-1.84K- 6.88% |
$137K - $141K
|
24.9K
$1.92M
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1.89K- 2.4% |
$141K - $145K
|
77K
$5.95M
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
SELL
|
- |
-1.91K- 33.92% |
$143K - $147K
|
3.72K
$288K
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.93K- 1.3% |
$144K - $148K
|
147K
$11.3M
|