Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
4.87M+ 71.56% |
$368M - $375M
|
11.7M
$902M
|
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.18MNew |
$316M - $322M
|
4.18M
$324M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.23M+ 24.11% |
$244M - $249M
|
16.6M
$1.29B
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.84M+ 19.79% |
$214M - $219M
|
17.2M
$1.33B
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.13M+ 80.65% |
$161M - $164M
|
4.78M
$370M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.75M+ 2.65% |
$132M - $135M
|
68M
$5.25B
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
887K+ 114.28% |
$67M - $68.3M
|
1.66M
$129M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
520K+ 4.76% |
$39.2M - $40M
|
11.4M
$884M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
447K+ 14601.05% |
$33.8M - $34.4M
|
450K
$34.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
430K+ 3.48% |
$32.4M - $33.1M
|
12.8M
$987M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
430K+ 3.48% |
$32.4M - $33.1M
|
12.8M
$987M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
428K+ 2.99% |
$32.4M - $33M
|
14.8M
$1.14B
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
396K+ 11195.39% |
$29.9M - $30.5M
|
400K
$30.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
331KNew |
$25M - $25.5M
|
331K
$25.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
330K+ 8.79% |
$24.9M - $25.4M
|
4.08M
$316M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
329K+ 42.6% |
$24.9M - $25.4M
|
1.1M
$85.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
290KNew |
$21.9M - $22.4M
|
290K
$22.5M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
269K+ 115.7% |
$20.3M - $20.7M
|
501K
$38.7M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
240K+ 4355.53% |
$18.1M - $18.5M
|
246K
$19M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
203K+ 15.17% |
$15.3M - $15.6M
|
1.54M
$119M
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
179K+ 5.93% |
$13.6M - $13.8M
|
3.2M
$248M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
178K+ 16.81% |
$13.5M - $13.7M
|
1.24M
$95.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
BUY
|
- |
177K+ 42.52% |
$13.4M - $13.6M
|
594K
$45.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
177K+ 6.66% |
$13.4M - $13.6M
|
2.84M
$219M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
169K+ 28.57% |
$12.8M - $13M
|
760K
$58.8M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
150K+ 578.51% |
$11.4M - $11.6M
|
176K
$13.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
150K+ 44.66% |
$11.3M - $11.5M
|
485K
$37.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
149K+ 19.4% |
$11.3M - $11.5M
|
919K
$71.1M
|
|
|
Jun 06, 2024
Q2 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
140K+ 20.8% |
$10.6M - $10.8M
|
816K
$63.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
130K+ 160.46% |
$9.82M - $10M
|
211K
$16.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
130K+ 2.55% |
$9.81M - $10M
|
5.24M
$405M
|
|
|
Aug 01, 2023
Q2 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
128KNew |
$9.69M - $9.87M
|
128K
$9.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
124K+ 49.46% |
$9.4M - $9.58M
|
376K
$29.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
121KNew |
$9.12M - $9.3M
|
121K
$9.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
116K+ 2.17% |
$8.77M - $8.94M
|
5.47M
$423M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
109K+ 75.9% |
$8.21M - $8.36M
|
252K
$19.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
109K+ 228.66% |
$8.19M - $8.35M
|
156K
$12.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
101K+ 150.38% |
$7.65M - $7.79M
|
169K
$13M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
100KNew |
$7.59M - $7.73M
|
100K
$7.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
92.9KNew |
$7.01M - $7.15M
|
92.9K
$7.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
87.7KNew |
$6.63M - $6.75M
|
87.7K
$6.78M
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
85.6KNew |
$6.46M - $6.59M
|
85.6K
$6.62M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
83.8K+ 38.08% |
$6.33M - $6.45M
|
304K
$23.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
79.5KNew |
$6M - $6.12M
|
79.5K
$6.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
78.4K+ 13.56% |
$5.92M - $6.03M
|
657K
$50.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
70.2K+ 56.63% |
$5.3M - $5.41M
|
194K
$15M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
69.7K+ 15.02% |
$5.26M - $5.36M
|
534K
$41.3M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
65KNew |
$4.91M - $5M
|
65K
$5.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
59.6K+ 383.61% |
$4.5M - $4.58M
|
75.1K
$5.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
58.3K+ 7.94% |
$4.4M - $4.49M
|
793K
$61.3M
|