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 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.58K+ 1.92% |
$192K - $198K
|
137K
$10.6M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.54KNew |
$190K - $195K
|
2.54K
$197K
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
BUY
|
- |
2.39K+ 1.02% |
$178K - $183K
|
237K
$18.3M
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.35K+ 11.32% |
$175K - $180K
|
23.1K
$1.79M
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.34K+ 2.32% |
$174K - $179K
|
103K
$7.97M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.28K+ 12.08% |
$170K - $175K
|
21.1K
$1.64M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.23K+ 1205.95% |
$167K - $171K
|
2.42K
$187K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.2K+ 1.13% |
$164K - $169K
|
196K
$15.2M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.16K+ 6.26% |
$161K - $165K
|
36.6K
$2.83M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.13K+ 9.98% |
$159K - $163K
|
23.5K
$1.82M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
2.05K+ 37.67% |
$153K - $157K
|
7.5K
$580K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.05K+ 20.59% |
$153K - $157K
|
12K
$928K
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.96K+ 5.05% |
$147K - $151K
|
40.9K
$3.16M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.94K+ 24.23% |
$145K - $149K
|
9.94K
$770K
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.85K+ 37.98% |
$138K - $142K
|
6.73K
$521K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.85K+ 1.09% |
$138K - $142K
|
171K
$13.3M
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
1.85K+ 5.3% |
$138K - $142K
|
36.8K
$2.85M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.82K+ 2.08% |
$136K - $140K
|
89.5K
$6.93M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.81K+ 54.62% |
$135K - $139K
|
5.12K
$397K
|
|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1.79K+ 1.87% |
$134K - $137K
|
97.6K
$7.56M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.78K+ 374.95% |
$133K - $137K
|
2.26K
$175K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.75K+ 14.03% |
$130K - $134K
|
14.2K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.72K+ 10.84% |
$128K - $132K
|
17.6K
$1.36M
|
|
|
Apr 14, 2023
Q1 2023
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 1.1% |
$127K - $131K
|
157K
$12.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
1.68K+ 1714.29% |
$125K - $129K
|
1.78K
$138K
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.66K+ 18.67% |
$124K - $127K
|
10.5K
$817K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
1.66K+ 11.72% |
$124K - $127K
|
15.8K
$1.22M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.62K+ 7.15% |
$121K - $124K
|
24.3K
$1.88M
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.56K+ 1.98% |
$117K - $120K
|
80.3K
$6.22M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.51K+ 9.15% |
$112K - $116K
|
17.9K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.46K+ 25.55% |
$109K - $112K
|
7.17K
$555K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.42K+ 12.76% |
$106K - $109K
|
12.6K
$974K
|
|
|
Apr 13, 2023
Q1 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.4K+ 5.76% |
$105K - $108K
|
25.7K
$1.99M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 5.47% |
$104K - $107K
|
26.9K
$2.09M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
1.36K+ 9.11% |
$101K - $104K
|
16.3K
$1.26M
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.34K+ 12.07% |
$100K - $103K
|
12.5K
$966K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.34K+ 29.16% |
$99.9K - $103K
|
5.93K
$459K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.33K+ 31.87% |
$99.5K - $102K
|
5.52K
$427K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.31K+ 58.57% |
$97.5K - $100K
|
3.54K
$274K
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
1.3K+ 1.05% |
$97.1K - $99.8K
|
125K
$9.66M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.26K+ 68.81% |
$94.4K - $97K
|
3.1K
$240K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.25K+ 1.22% |
$93.6K - $96.2K
|
104K
$8.06M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.25K+ 1.22% |
$93.6K - $96.2K
|
104K
$8.06M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
1.23K+ 1.6% |
$91.6K - $94.2K
|
77.9K
$6.03M
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.2K+ 27.92% |
$89.8K - $92.3K
|
5.51K
$427K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.19K+ 11.46% |
$88.9K - $91.3K
|
11.6K
$896K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
1.16K+ 0.5% |
$86.3K - $88.7K
|
232K
$18M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.15K+ 1.77% |
$85.6K - $88K
|
65.8K
$5.09M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.14K+ 31.69% |
$85.1K - $87.5K
|
4.74K
$367K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.06K+ 29.74% |
$79.1K - $81.3K
|
4.62K
$358K
|