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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-375- 3.76% |
$28.3K - $28.9K
|
9.59K
$743K
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-380- 4.83% |
$28.7K - $29.2K
|
7.5K
$581K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-382- 9.27% |
$28.8K - $29.4K
|
3.74K
$290K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-383- 37.77% |
$28.9K - $29.5K
|
631
$48.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-399- 0.52% |
$30.1K - $30.7K
|
76.6K
$5.94M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-409- 8.37% |
$30.9K - $31.5K
|
4.48K
$347K
|
|
|
Jul 12, 2023
Q2 2023
|
Ht Partners LLC
|
SELL
|
- |
-435- 0.16% |
$32.9K - $33.5K
|
280K
$21.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-436- 6.41% |
$32.9K - $33.6K
|
6.37K
$494K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-458- 11.11% |
$34.6K - $35.3K
|
3.66K
$284K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-471- 14.03% |
$35.6K - $36.3K
|
2.89K
$224K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-472- 2.82% |
$35.6K - $36.3K
|
16.3K
$1.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-482- 0.96% |
$36.4K - $37.1K
|
49.8K
$3.86M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-490- 2.54% |
$37K - $37.7K
|
18.8K
$1.46M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-500- 6.34% |
$37.8K - $38.5K
|
7.39K
$573K
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-504- 12.87% |
$38.1K - $38.8K
|
3.41K
$265K
|
|
|
Aug 03, 2023
Q2 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-505- 13.46% |
$38.1K - $38.9K
|
3.25K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-507- 1.77% |
$38.3K - $39K
|
28.2K
$2.19M
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-510- 6.06% |
$38.5K - $39.3K
|
7.9K
$612K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-528- 7.2% |
$39.9K - $40.6K
|
6.8K
$528K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-535- 2.3% |
$40.4K - $41.2K
|
22.7K
$1.76M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-535- 14.21% |
$40.4K - $41.2K
|
3.23K
$251K
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-536- 9.43% |
$40.5K - $41.3K
|
5.15K
$399K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-536- 2.21% |
$40.5K - $41.3K
|
23.7K
$1.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-545- 16.54% |
$41.2K - $41.9K
|
2.75K
$213K
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-545- 16.54% |
$41.2K - $41.9K
|
2.75K
$213K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-548- 6.78% |
$41.4K - $42.2K
|
7.53K
$584K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-549- 2.36% |
$41.5K - $42.3K
|
22.7K
$1.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-558- 7.63% |
$42.1K - $42.9K
|
6.75K
$523K
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
SELL
|
- |
-569- 0.21% |
$43K - $43.8K
|
265K
$20.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-569- 2.22% |
$43K - $43.8K
|
25K
$1.94M
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-580- 16.85% |
$43.8K - $44.6K
|
2.86K
$222K
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-590- 6.84% |
$44.6K - $45.4K
|
8.04K
$624K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-612- 25.33% |
$46.2K - $47.1K
|
1.8K
$140K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-613- 1.63% |
$46.3K - $47.2K
|
36.9K
$2.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-618- 71.2% |
$46.7K - $47.6K
|
250
$19.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-628- 0.35% |
$47.4K - $48.3K
|
180K
$14M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-631- 10.24% |
$47.7K - $48.6K
|
5.53K
$429K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-631- 76.21% |
$47.7K - $48.6K
|
197
$15.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-633- 0.92% |
$47.8K - $48.7K
|
68.2K
$5.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-642- 0.85% |
$48.5K - $49.4K
|
75.1K
$5.83M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-644- 2.12% |
$48.6K - $49.6K
|
29.7K
$2.3M
|
|
|
Jul 13, 2023
Q2 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-649- 10.69% |
$49K - $50K
|
5.42K
$421K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-658- 14.2% |
$49.7K - $50.6K
|
3.98K
$308K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-672- 4.18% |
$50.7K - $51.7K
|
15.4K
$1.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-692- 1.52% |
$52.3K - $53.3K
|
45K
$3.49M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-695- 4.78% |
$52.5K - $53.5K
|
13.9K
$1.07M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-697- 42.89% |
$52.6K - $53.6K
|
928
$72K
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-700- 23.05% |
$52.9K - $53.9K
|
2.34K
$181K
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-703- 6.16% |
$53.1K - $54.1K
|
10.7K
$831K
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-712- 16.97% |
$53.8K - $54.8K
|
3.48K
$270K
|