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 20, 2023
Q1 2023
|
Signify Wealth
|
SELL
|
- |
-5.16K- 4.22% |
$385K - $396K
|
117K
$9.04M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-5.18K- 38.1% |
$386K - $397K
|
8.41K
$649K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-5.18K- 23.62% |
$387K - $398K
|
16.8K
$1.29M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-5.36K- 8.72% |
$400K - $411K
|
56.1K
$4.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-5.37K- 17.64% |
$401K - $412K
|
25.1K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.48K- 14.15% |
$409K - $420K
|
33.2K
$2.56M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-5.49K- 6.63% |
$410K - $422K
|
77.4K
$5.98M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-5.56K- 20.91% |
$415K - $427K
|
21K
$1.62M
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-5.6K- 5.9% |
$418K - $430K
|
89.4K
$6.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-5.63K- 4.62% |
$420K - $432K
|
116K
$8.96M
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-5.67K- 2.98% |
$423K - $435K
|
184K
$14.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5.9K- 15.39% |
$441K - $453K
|
32.5K
$2.51M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-6K- 8.81% |
$448K - $461K
|
62.1K
$4.79M
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-6.11K- 15.32% |
$456K - $469K
|
33.8K
$2.61M
|
|
|
May 11, 2023
Q1 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-6.18K- 43.79% |
$462K - $475K
|
7.94K
$613K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-6.35K- 5.59% |
$474K - $487K
|
107K
$8.28M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.42K- 6.2% |
$480K - $493K
|
97.2K
$7.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-6.43K- 11.08% |
$480K - $494K
|
51.6K
$3.99M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-6.58K- 4.1% |
$491K - $505K
|
154K
$11.9M
|
|
|
May 15, 2023
Q1 2023
|
Minot Capital, LP
Boulder, CO |
SELL
|
- |
-6.64K- 5.96% |
$495K - $509K
|
105K
$8.09M
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-6.9K- 10.69% |
$515K - $529K
|
57.6K
$4.45M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-6.94K- 13.7% |
$518K - $533K
|
43.7K
$3.38M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-7.03K- 8.29% |
$525K - $540K
|
77.8K
$6M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.19K- 15.64% |
$537K - $552K
|
38.8K
$2.99M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-7.25K- 21.21% |
$541K - $556K
|
26.9K
$2.08M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-7.44K- 16.37% |
$555K - $571K
|
38K
$2.93M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-7.79K- 69.89% |
$582K - $598K
|
3.36K
$259K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-7.87K- 6.27% |
$588K - $604K
|
118K
$9.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-8K- 28.08% |
$598K - $614K
|
20.5K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-8.14K- 41.29% |
$608K - $625K
|
11.6K
$893K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-8.33K- 4.63% |
$622K - $640K
|
172K
$13.2M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.43K- 15.74% |
$629K - $647K
|
45.1K
$3.48M
|
|
|
Apr 06, 2023
Q1 2023
|
New Capital Management LP
|
SELL
|
- |
-8.51K- 11.86% |
$636K - $653K
|
63.2K
$4.88M
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
SELL
|
- |
-8.52K- 5.42% |
$636K - $654K
|
149K
$11.5M
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-8.61K- 10.86% |
$643K - $661K
|
70.7K
$5.45M
|
|
|
Apr 10, 2023
Q1 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-9.07K- 3.91% |
$677K - $696K
|
223K
$17.2M
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-9.14K- 11.07% |
$683K - $702K
|
73.5K
$5.67M
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-9.35K- 19.08% |
$698K - $717K
|
39.6K
$3.06M
|
|
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-9.35K- 34.35% |
$698K - $718K
|
17.9K
$1.38M
|
|
|
May 18, 2023
Q1 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-9.47K- 9.86% |
$707K - $727K
|
86.6K
$6.68M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-9.94K- 50.93% |
$742K - $763K
|
9.58K
$739K
|
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-10K- 24.85% |
$749K - $770K
|
30.3K
$2.34M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-10.2K- 8.03% |
$764K - $786K
|
117K
$9.05M
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-10.3K- 41.66% |
$771K - $793K
|
14.5K
$1.12M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-10.4K- 15.97% |
$776K - $798K
|
54.7K
$4.22M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-10.5K- 4.38% |
$786K - $808K
|
229K
$17.7M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-10.8K- 5.56% |
$803K - $826K
|
183K
$14.1M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-10.8K- 15.82% |
$809K - $832K
|
57.6K
$4.45M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11K- 13.27% |
$820K - $843K
|
71.8K
$5.54M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-11.3K- 19.42% |
$846K - $870K
|
47K
$3.63M
|