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 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
60New |
$4.53K - $4.62K
|
60
$4.64K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
60+ 0.13% |
$4.53K - $4.62K
|
46.4K
$3.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
56+ 0.21% |
$4.23K - $4.31K
|
27.3K
$2.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
49+ 19.84% |
$3.7K - $3.77K
|
296
$22.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
47+ 0.27% |
$3.55K - $3.62K
|
17.3K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
44+ 0.55% |
$3.32K - $3.39K
|
7.98K
$617K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
43+ 0.43% |
$3.25K - $3.31K
|
10.1K
$779K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
42+ 0.52% |
$3.17K - $3.23K
|
8.16K
$631K
|
|
|
Jul 28, 2023
Q2 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
40+ 0.03% |
$3.02K - $3.08K
|
123K
$9.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
38+ 0.3% |
$2.87K - $2.92K
|
12.8K
$993K
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
37+ 1.36% |
$2.79K - $2.85K
|
2.75K
$213K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
37New |
$2.79K - $2.85K
|
37
$2.86K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
36+ 0.96% |
$2.72K - $2.77K
|
3.77K
$291K
|
|
|
Jul 11, 2023
Q2 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
31+ 0.51% |
$2.34K - $2.39K
|
6.06K
$469K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
31+ 0.29% |
$2.34K - $2.39K
|
10.9K
$840K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
30+ 1.33% |
$2.27K - $2.31K
|
2.28K
$176K
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
29+ 0.25% |
$2.19K - $2.23K
|
11.8K
$910K
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
25+ 0.24% |
$1.89K - $1.92K
|
10.7K
$824K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
24New |
$1.81K - $1.85K
|
24
$1.86K
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
24+ 0.26% |
$1.81K - $1.85K
|
9.37K
$725K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
22+ 0.04% |
$1.66K - $1.69K
|
51.7K
$3.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
22+ 0.39% |
$1.66K - $1.69K
|
5.64K
$436K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
21+ 0.37% |
$1.59K - $1.62K
|
5.65K
$437K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
20+ 0.16% |
$1.51K - $1.54K
|
12.6K
$974K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
19+ 0.55% |
$1.43K - $1.46K
|
3.49K
$270K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
18+ 0.57% |
$1.36K - $1.39K
|
3.17K
$245K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
18+ 7.41% |
$1.36K - $1.39K
|
261
$20.2K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
18+ 2.62% |
$1.36K - $1.39K
|
706
$54.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
16+ 0.56% |
$1.21K - $1.23K
|
2.86K
$221K
|
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
15+ 0.55% |
$1.13K - $1.15K
|
2.72K
$211K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
13+ 0.37% |
$982 - $1K
|
3.51K
$272K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12+ 0.47% |
$906 - $924
|
2.55K
$197K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
12+ 0.44% |
$906 - $924
|
2.74K
$212K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
11+ 0.14% |
$831 - $847
|
8.16K
$631K
|
|
|
Nov 13, 2023
Q2 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
10+ 0.21% |
$755 - $770
|
4.86K
$375K
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
10+ 0.41% |
$755 - $770
|
2.48K
$192K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
6+ 0.02% |
$453 - $462
|
39.3K
$3.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 1.17% |
$453 - $462
|
518
$40.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
5+ 5.21% |
$378 - $385
|
101
$7.81K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 1.44% |
$302 - $308
|
281
$21.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
4+ 0.12% |
$302 - $308
|
3.24K
$251K
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3+ 0.09% |
$227 - $231
|
3.32K
$257K
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3+ 0.02% |
$227 - $231
|
15.7K
$1.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3+ 0.09% |
$227 - $231
|
3.18K
$246K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
3New |
$227 - $231
|
3
$232
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.69% |
$227 - $231
|
440
$34K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2+ 0.31% |
$151 - $154
|
638
$49.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
2+ 0.06% |
$151 - $154
|
3.24K
$251K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.48% |
$151 - $154
|
420
$32.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.74% |
$75.5 - $77
|
136
$10.5K
|