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 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11.7KNew |
$871K - $895K
|
11.7K
$902K
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
11.4K+ 6.21% |
$853K - $877K
|
195K
$15.1M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
11.3KNew |
$845K - $869K
|
11.3K
$876K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.1K+ 104.97% |
$830K - $853K
|
21.7K
$1.68M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
11KNew |
$821K - $844K
|
11K
$851K
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
11K+ 64.42% |
$821K - $844K
|
28.1K
$2.17M
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
10.9K+ 11.39% |
$817K - $840K
|
107K
$8.28M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.9K+ 2.62% |
$811K - $834K
|
425K
$32.9M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
10.6K+ 8.66% |
$791K - $813K
|
133K
$10.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.5K+ 16.1% |
$785K - $807K
|
75.8K
$5.86M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
10.4K+ 112.1% |
$773K - $795K
|
19.6K
$1.52M
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
10.3K+ 1.88% |
$766K - $788K
|
555K
$42.9M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.1KNew |
$753K - $774K
|
10.1K
$780K
|
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
10.1K+ 4.51% |
$752K - $773K
|
233K
$18.1M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
9.78K+ 7.97% |
$730K - $751K
|
133K
$10.3M
|
|
|
May 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
9.69KNew |
$723K - $744K
|
9.69K
$750K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
9.62KNew |
$718K - $738K
|
9.62K
$744K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
9.53K+ 16.18% |
$711K - $731K
|
68.4K
$5.29M
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
9.23K+ 0.98% |
$689K - $709K
|
951K
$73.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
9.18K+ 590.99% |
$685K - $705K
|
10.7K
$830K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
8.93K+ 12.83% |
$667K - $685K
|
78.5K
$6.07M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8.54K+ 10.43% |
$637K - $655K
|
90.4K
$6.99M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8.49K+ 334.07% |
$634K - $652K
|
11K
$854K
|
|
|
Apr 11, 2023
Q1 2023
|
Olio Financial Planning
|
BUY
|
- |
8.3K+ 7.16% |
$620K - $637K
|
124K
$9.61M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
8.25K+ 6.11% |
$616K - $633K
|
143K
$11.1M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
8.2K+ 12.12% |
$612K - $629K
|
75.8K
$5.86M
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
8.18K+ 108.09% |
$611K - $628K
|
15.7K
$1.22M
|
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
8.11K+ 5.61% |
$605K - $622K
|
153K
$11.8M
|
|
|
May 10, 2023
Q1 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
8.09KNew |
$604K - $621K
|
8.09K
$626K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
8.03KNew |
$600K - $617K
|
8.03K
$621K
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
8.03K+ 36.72% |
$600K - $616K
|
29.9K
$2.31M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7.99K+ 25.64% |
$596K - $613K
|
39.1K
$3.03M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
7.96K+ 19.39% |
$594K - $611K
|
49K
$3.79M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.58K+ 0.62% |
$566K - $582K
|
1.22M
$94.4M
|
|
|
May 09, 2023
Q1 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
7.51K+ 16.53% |
$561K - $576K
|
52.9K
$4.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.51KNew |
$560K - $576K
|
7.51K
$581K
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
7.48KNew |
$558K - $574K
|
7.48K
$578K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.4K+ 172.2% |
$553K - $568K
|
11.7K
$905K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
BUY
|
- |
7.4K+ 2.87% |
$553K - $568K
|
266K
$20.5M
|
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
7.39K+ 6.84% |
$552K - $567K
|
115K
$8.93M
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
7.33KNew |
$547K - $563K
|
7.33K
$567K
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
7.25KNew |
$541K - $557K
|
7.25K
$561K
|
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
7.19K+ 1.71% |
$537K - $552K
|
428K
$33.1M
|
|
|
Apr 03, 2023
Q1 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
7.18K+ 11.56% |
$536K - $551K
|
69.3K
$5.36M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.12K+ 7.23% |
$532K - $547K
|
106K
$8.17M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
7.06K+ 26.31% |
$527K - $542K
|
33.9K
$2.62M
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
6.99K+ 68.25% |
$522K - $537K
|
17.2K
$1.33M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.97K+ 2.7% |
$520K - $535K
|
265K
$20.5M
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
6.95K+ 5.76% |
$519K - $533K
|
128K
$9.88M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
6.88KNew |
$514K - $528K
|
6.88K
$532K
|