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 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
6.85K+ 159.97% |
$511K - $526K
|
11.1K
$862K
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
BUY
|
- |
6.65K+ 5.39% |
$496K - $510K
|
130K
$10.1M
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
6.47K+ 33.79% |
$483K - $497K
|
25.6K
$1.98M
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
6.47K+ 2.5% |
$483K - $496K
|
265K
$20.6M
|
|
May 05, 2023
Q1 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
6.29K+ 19.79% |
$470K - $483K
|
38.1K
$2.95M
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6.28K+ 7.17% |
$469K - $482K
|
93.7K
$7.26M
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.18KNew |
$461K - $474K
|
6.18K
$478K
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5.96K+ 249.16% |
$445K - $457K
|
8.35K
$646K
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
5.91K+ 101.41% |
$441K - $454K
|
11.7K
$909K
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.87K+ 8.89% |
$438K - $451K
|
71.9K
$5.57M
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
5.86K+ 529.15% |
$438K - $450K
|
6.97K
$540K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.82K+ 8.02% |
$434K - $446K
|
78.4K
$6.07M
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.79K+ 9.41% |
$432K - $444K
|
67.3K
$5.21M
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
5.79KNew |
$432K - $444K
|
5.79K
$448K
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5.78K+ 12.04% |
$431K - $443K
|
53.7K
$4.16M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.78K+ 5.37% |
$431K - $443K
|
113K
$8.78M
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
5.69K+ 142.07% |
$425K - $437K
|
9.69K
$750K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
5.62K+ 137.35% |
$420K - $432K
|
9.72K
$752K
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5.4K+ 3.01% |
$403K - $415K
|
185K
$14.3M
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
5.33K+ 132.53% |
$398K - $409K
|
9.35K
$724K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.27K+ 13.96% |
$393K - $404K
|
43K
$3.33M
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.23K+ 20.75% |
$390K - $401K
|
30.4K
$2.36M
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
5.22K+ 8.39% |
$390K - $401K
|
67.5K
$5.22M
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.14K+ 175.04% |
$384K - $395K
|
8.08K
$626K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
5.08K+ 0.66% |
$379K - $390K
|
771K
$59.7M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.05K+ 1.03% |
$377K - $387K
|
495K
$38.3M
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
5.04K+ 12.42% |
$377K - $387K
|
45.6K
$3.53M
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.94K+ 5.95% |
$369K - $379K
|
88K
$6.82M
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
4.88KNew |
$365K - $375K
|
4.88K
$378K
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.86K+ 85.39% |
$363K - $373K
|
10.6K
$817K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.73K+ 350.19% |
$353K - $363K
|
6.08K
$471K
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
4.71K+ 14.27% |
$352K - $362K
|
37.7K
$2.92M
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.68K+ 40.21% |
$349K - $359K
|
16.3K
$1.26M
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.62K+ 12.12% |
$345K - $355K
|
42.7K
$3.31M
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
4.61K+ 8.01% |
$344K - $354K
|
62.2K
$4.81M
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.59K+ 33.34% |
$343K - $352K
|
18.3K
$1.42M
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
4.5K+ 31.19% |
$336K - $345K
|
18.9K
$1.47M
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
4.5KNew |
$336K - $345K
|
4.5K
$348K
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
4.49K+ 3.9% |
$335K - $345K
|
120K
$9.26M
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
4.49K+ 41.4% |
$335K - $344K
|
15.3K
$1.19M
|
|
May 01, 2023
Q1 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
4.47K+ 4.16% |
$334K - $343K
|
112K
$8.67M
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4.44KNew |
$332K - $341K
|
4.44K
$344K
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
BUY
|
- |
4.41K+ 1.43% |
$329K - $338K
|
313K
$24.3M
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.19K+ 31.33% |
$313K - $321K
|
17.5K
$1.36M
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.18K+ 4.64% |
$312K - $321K
|
94.3K
$7.3M
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.13K+ 10.93% |
$308K - $317K
|
41.9K
$3.24M
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
BUY
|
- |
4.1KNew |
$306K - $314K
|
4.1K
$317K
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.08K+ 1.78% |
$305K - $313K
|
233K
$18M
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.08KNew |
$305K - $313K
|
4.08K
$316K
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
BUY
|
- |
4.03K+ 1.73% |
$301K - $310K
|
237K
$18.3M
|