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
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
1+ 0.02% |
$75.5 - $77
|
4.68K
$362K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.64% |
$75.5 - $77
|
157
$12.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.28% |
$75.5 - $77
|
354
$27.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$75.5 - $77
|
11.1K
$858K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1- -0.0% |
$75.5 - $77
|
64K
$4.95M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1- 0.04% |
$75.5 - $77
|
2.69K
$208K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.02% |
$75.5 - $77
|
5.01K
$387K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-9- 0.08% |
$680 - $693
|
11.6K
$894K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-10- 0.31% |
$755 - $770
|
3.19K
$246K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-10- 0.3% |
$755 - $770
|
3.28K
$254K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-15- 0.25% |
$1.13K - $1.15K
|
6.06K
$468K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-18- 0.02% |
$1.36K - $1.39K
|
86.2K
$6.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-21- 0.13% |
$1.59K - $1.62K
|
16.3K
$1.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-26- 2.79% |
$1.96K - $2K
|
905
$70K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-27- 0.27% |
$2.04K - $2.08K
|
9.86K
$763K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-27- 0.96% |
$2.04K - $2.08K
|
2.79K
$215K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-30- 0.5% |
$2.27K - $2.31K
|
5.97K
$462K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-31- 0.94% |
$2.34K - $2.39K
|
3.28K
$254K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-32- 0.52% |
$2.42K - $2.46K
|
6.14K
$475K
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-34- 0.09% |
$2.57K - $2.62K
|
39.1K
$3.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-38- 1.28% |
$2.87K - $2.92K
|
2.93K
$227K
|
|
|
Jul 19, 2023
Q2 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-40- 0.16% |
$3.02K - $3.08K
|
25.7K
$1.99M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-43- 1.17% |
$3.25K - $3.31K
|
3.64K
$281K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-44- 0.38% |
$3.32K - $3.39K
|
11.6K
$898K
|
|
|
Jul 13, 2023
Q2 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-51- 1.5% |
$3.85K - $3.93K
|
3.36K
$260K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-52- 1.36% |
$3.93K - $4K
|
3.76K
$291K
|
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-65- 2.28% |
$4.91K - $5K
|
2.78K
$215K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-66- 3.08% |
$4.98K - $5.08K
|
2.07K
$160K
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-67- 0.52% |
$5.06K - $5.16K
|
12.9K
$1M
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-68- 74.73% |
$5.14K - $5.23K
|
23
$1.78K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-70- 0.93% |
$5.29K - $5.39K
|
7.5K
$580K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-70- 1.18% |
$5.29K - $5.39K
|
5.87K
$454K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-73- 2.43% |
$5.51K - $5.62K
|
2.93K
$227K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-77- 2.76% |
$5.82K - $5.93K
|
2.72K
$210K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-77- 75.49% |
$5.82K - $5.93K
|
25
$1.93K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-83- 0.62% |
$6.27K - $6.39K
|
13.2K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-84- 28.57% |
$6.34K - $6.47K
|
210
$16.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-89- 0.62% |
$6.72K - $6.85K
|
14.2K
$1.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-89- 1.36% |
$6.72K - $6.85K
|
6.47K
$500K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-93- 1.37% |
$7.02K - $7.16K
|
6.69K
$517K
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-95- 0.76% |
$7.17K - $7.31K
|
12.4K
$962K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-100- 0.19% |
$7.55K - $7.7K
|
53.3K
$4.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-100- 0.9% |
$7.55K - $7.7K
|
11K
$851K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-111- 63.43% |
$8.38K - $8.54K
|
64
$4.95K
|
|
|
Aug 07, 2023
Q2 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-113- 3.25% |
$8.53K - $8.7K
|
3.36K
$260K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-114- 80.85% |
$8.61K - $8.77K
|
27
$2.09K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-115- 1.1% |
$8.68K - $8.85K
|
10.4K
$802K
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-116- 0.54% |
$8.76K - $8.93K
|
21.5K
$1.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Zeit Capital LLC
|
SELL
|
- |
-125- 0.11% |
$9.44K - $9.62K
|
114K
$8.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-126- 17.97% |
$9.52K - $9.7K
|
575
$44.5K
|