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 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.12K- 25.15% |
$233K - $240K
|
9.29K
$719K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-3.24K- 11.16% |
$242K - $248K
|
25.8K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-3.25K- 42.13% |
$242K - $249K
|
4.46K
$345K
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-3.27K- 6.11% |
$244K - $251K
|
50.3K
$3.89M
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-3.28K- 1.78% |
$245K - $252K
|
181K
$14M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.31K- 12.69% |
$247K - $254K
|
22.8K
$1.76M
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.34K- 4.86% |
$249K - $256K
|
65.3K
$5.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-3.34K- 40.15% |
$249K - $256K
|
4.98K
$385K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3.38K- 49.76% |
$252K - $259K
|
3.41K
$264K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.4K- 27.67% |
$254K - $261K
|
8.89K
$688K
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-3.41K- 42.17% |
$254K - $261K
|
4.67K
$361K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.41K- 0.73% |
$255K - $262K
|
464K
$35.9M
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3.42K- 25.69% |
$255K - $262K
|
9.89K
$765K
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
SELL
|
- |
-3.47K- 10.92% |
$259K - $267K
|
28.3K
$2.19M
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3.52K- 17.67% |
$263K - $270K
|
16.4K
$1.27M
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-3.53K- 2.13% |
$264K - $271K
|
162K
$12.5M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.53K- 3.57% |
$264K - $271K
|
95.3K
$7.37M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.53K- 3.57% |
$264K - $271K
|
95.3K
$7.37M
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-3.62K- 33.73% |
$270K - $278K
|
7.11K
$550K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.63K- 3.08% |
$271K - $278K
|
114K
$8.84M
|
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-3.64K- 2.95% |
$272K - $279K
|
120K
$9.28M
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-3.68K- 22.06% |
$275K - $283K
|
13K
$1.01M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.68K- 19.9% |
$275K - $283K
|
14.8K
$1.15M
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-3.76K- 21.42% |
$281K - $289K
|
13.8K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.87K- 6.67% |
$289K - $297K
|
54.2K
$4.19M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.88K- 19.45% |
$290K - $298K
|
16.1K
$1.24M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.91K- 22.63% |
$292K - $300K
|
13.4K
$1.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.97K- 2.91% |
$296K - $304K
|
132K
$10.2M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4K- 2.77% |
$299K - $307K
|
140K
$10.9M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.02K- 99.6% |
$300K - $309K
|
16
$1.24K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-4.06K- 28.54% |
$303K - $312K
|
10.2K
$787K
|
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-4.09K- 26.55% |
$305K - $314K
|
11.3K
$874K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4.24K- 14.92% |
$317K - $325K
|
24.2K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-4.33K- 51.16% |
$323K - $332K
|
4.13K
$320K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.37K- 5.69% |
$326K - $335K
|
72.4K
$5.6M
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-4.53K- 5.22% |
$338K - $348K
|
82.2K
$6.36M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-4.55K- 21.61% |
$339K - $349K
|
16.5K
$1.27M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.61K- 2.58% |
$344K - $354K
|
174K
$13.5M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-4.67K- 30.58% |
$348K - $358K
|
10.6K
$819K
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-4.71K- 0.88% |
$352K - $362K
|
532K
$41.1M
|
|
|
May 09, 2023
Q1 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-4.72K- 2.34% |
$352K - $362K
|
197K
$15.2M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-4.72K- 8.88% |
$352K - $362K
|
48.4K
$3.74M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.77K- 33.45% |
$356K - $366K
|
9.49K
$734K
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-4.86K- 9.84% |
$363K - $373K
|
44.5K
$3.44M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4.91K- 12.18% |
$367K - $377K
|
35.4K
$2.74M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-4.92K- 26.4% |
$367K - $377K
|
13.7K
$1.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-4.98K- 29.31% |
$372K - $382K
|
12K
$929K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-5.01K- 8.48% |
$374K - $384K
|
54.1K
$4.18M
|
|
|
May 08, 2023
Q1 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-5.04K- 16.38% |
$376K - $386K
|
25.7K
$1.99M
|
|
|
Apr 18, 2023
Q1 2023
|
Insight Folios Inc
|
SELL
|
- |
-5.16K- 17.47% |
$385K - $396K
|
24.4K
$1.88M
|