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 26, 2023
Q1 2023
|
First American Trust, Fsb
|
SELL
|
- |
-1.93K- 1.41% |
$144K - $148K
|
135K
$10.5M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.94K- 1.75% |
$145K - $149K
|
109K
$8.39M
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-1.94K- 33.99% |
$145K - $149K
|
3.77K
$291K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-1.98K- 22.6% |
$148K - $152K
|
6.78K
$524K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2K- 40.68% |
$150K - $154K
|
2.92K
$226K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2.01K- 96.41% |
$150K - $155K
|
75
$5.79K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.02K- 22.85% |
$151K - $155K
|
6.81K
$525K
|
|
|
May 09, 2023
Q1 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-2.02K- 3.84% |
$151K - $155K
|
50.5K
$3.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2.05K- 5.58% |
$153K - $157K
|
34.6K
$2.67M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.06K- 16.4% |
$154K - $158K
|
10.5K
$810K
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.07K- 39.04% |
$154K - $159K
|
3.23K
$249K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-2.07K- 3.81% |
$154K - $159K
|
52.3K
$4.03M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.09K- 9.3% |
$156K - $160K
|
20.3K
$1.57M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.09K- 0.52% |
$156K - $161K
|
398K
$30.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.2K- 34.78% |
$164K - $169K
|
4.12K
$318K
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-2.22K- 9.05% |
$165K - $170K
|
22.2K
$1.72M
|
|
|
Apr 28, 2023
Q1 2023
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-2.23K- 4.71% |
$167K - $171K
|
45.1K
$3.48M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2.23K- 92.34% |
$167K - $171K
|
185
$14.3K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.24K- 2.45% |
$167K - $172K
|
89.1K
$6.88M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.24K- 8.39% |
$167K - $172K
|
24.5K
$1.89M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.24K- 1.7% |
$167K - $172K
|
130K
$10M
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-2.24K- 40.49% |
$167K - $172K
|
3.3K
$254K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.26K- 0.31% |
$168K - $173K
|
734K
$56.7M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.27K- 4.98% |
$169K - $174K
|
43.3K
$3.34M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-2.28K- 3.08% |
$171K - $175K
|
71.9K
$5.55M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.3K- 0.81% |
$172K - $177K
|
282K
$21.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.3K- 5.28% |
$172K - $177K
|
41.4K
$3.19M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.35K- 13.89% |
$175K - $180K
|
14.5K
$1.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-2.45K- 1.95% |
$183K - $188K
|
123K
$9.49M
|
|
|
May 12, 2023
Q1 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-2.5K- 37.38% |
$186K - $192K
|
4.18K
$323K
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2.5K- 37.76% |
$187K - $192K
|
4.12K
$318K
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
SELL
|
- |
-2.52K- 3.98% |
$188K - $193K
|
60.8K
$4.69M
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-2.59K- 27.12% |
$193K - $199K
|
6.96K
$537K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.6K- 3.64% |
$194K - $199K
|
68.8K
$5.31M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.6K- 16.07% |
$194K - $199K
|
13.6K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-2.66K- 19.11% |
$198K - $204K
|
11.3K
$869K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.67K- 2.35% |
$200K - $205K
|
111K
$8.56M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.69K- 5.8% |
$201K - $207K
|
43.7K
$3.37M
|
|
|
May 03, 2023
Q1 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-2.71K- 3.38% |
$202K - $208K
|
77.4K
$5.97M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.72K- 7.14% |
$203K - $209K
|
35.4K
$2.73M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-2.76K- 24.72% |
$206K - $212K
|
8.4K
$649K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.78K- 4.94% |
$208K - $214K
|
53.5K
$4.13M
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2.79K- 2.44% |
$208K - $214K
|
111K
$8.59M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.85K- 99.86% |
$212K - $218K
|
4
$309
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.85K- 2.57% |
$213K - $219K
|
108K
$8.34M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.9K- 18.42% |
$216K - $223K
|
12.8K
$991K
|
|
|
May 15, 2023
Q1 2023
|
Jentner Corp
|
SELL
|
- |
-2.95K- 0.48% |
$220K - $227K
|
618K
$47.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-2.98K- 8.95% |
$223K - $229K
|
30.4K
$2.34M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-3.03K- 23.81% |
$226K - $232K
|
9.68K
$747K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.11K- 9.25% |
$232K - $239K
|
30.5K
$2.36M
|