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 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.23K- 4.32% |
$93.1K - $94.9K
|
27.3K
$2.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.24K- 29.53% |
$93.3K - $95.1K
|
2.95K
$229K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.25K- 79.68% |
$94.2K - $96K
|
318
$24.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.25K- 14.38% |
$94.2K - $96.1K
|
7.43K
$576K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.25K- 11.79% |
$94.3K - $96.1K
|
9.35K
$725K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.26K- 9.54% |
$95.1K - $96.9K
|
11.9K
$925K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-1.26K- 6.82% |
$95.1K - $96.9K
|
17.2K
$1.33M
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.27K- 28.53% |
$95.5K - $97.4K
|
3.17K
$246K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 4.71% |
$95.8K - $97.6K
|
25.7K
$1.99M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.28K- 77.43% |
$96.4K - $98.2K
|
372
$28.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
SELL
|
- |
-1.28K- 5.65% |
$96.5K - $98.4K
|
21.3K
$1.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-1.32K- 10.11% |
$99.6K - $102K
|
11.7K
$910K
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-1.36K- 4.31% |
$103K - $105K
|
30.3K
$2.35M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.38K- 6.45% |
$104K - $106K
|
20K
$1.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.38K- 27.83% |
$104K - $106K
|
3.58K
$278K
|
|
|
Jul 27, 2023
Q2 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-1.4K- 6.69% |
$106K - $108K
|
19.6K
$1.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.41K- 79.06% |
$106K - $108K
|
373
$28.9K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.42K- 12.31% |
$107K - $109K
|
10.1K
$782K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.42K- 0.79% |
$107K - $109K
|
177K
$13.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.42K- 12.91% |
$108K - $110K
|
9.61K
$745K
|
|
|
Aug 10, 2023
Q2 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.51K- 24.75% |
$114K - $116K
|
4.59K
$356K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.53K- 7.52% |
$115K - $118K
|
18.8K
$1.46M
|
|
|
Jul 27, 2023
Q2 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-1.54K- 1.29% |
$116K - $119K
|
118K
$9.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Better Wealth, LLC
|
SELL
|
- |
-1.57K- 0.92% |
$118K - $121K
|
169K
$13.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.59K- 4.48% |
$120K - $122K
|
33.8K
$2.62M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.6K- 3.82% |
$121K - $123K
|
40.3K
$3.12M
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-1.62K- 14.54% |
$122K - $124K
|
9.5K
$736K
|
|
|
Jul 17, 2023
Q2 2023
|
Moller Financial Services
|
SELL
|
- |
-1.68K- 2.06% |
$127K - $129K
|
79.7K
$6.18M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.7K- 3.92% |
$128K - $131K
|
41.6K
$3.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.7K- 6.32% |
$128K - $131K
|
25.2K
$1.96M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.72K- 1.77% |
$130K - $132K
|
95.1K
$7.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-1.73K- 4.45% |
$131K - $133K
|
37.1K
$2.88M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.75K- 7.22% |
$132K - $134K
|
22.4K
$1.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-1.75K- 5.75% |
$132K - $134K
|
28.6K
$2.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.76K- 18.93% |
$133K - $135K
|
7.53K
$584K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-1.79K- 11.29% |
$135K - $137K
|
14K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.79K- 1.61% |
$135K - $138K
|
109K
$8.46M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.79K- 20.37% |
$135K - $138K
|
7.01K
$544K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.81K- 26.22% |
$136K - $139K
|
5.09K
$394K
|
|
|
Aug 01, 2023
Q2 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-1.84K- 20.67% |
$139K - $142K
|
7.06K
$547K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.86K- 2.39% |
$140K - $143K
|
75.9K
$5.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.9K- 27.72% |
$143K - $146K
|
4.95K
$384K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.92K- 10.77% |
$145K - $148K
|
15.9K
$1.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.96K- 15.1% |
$148K - $151K
|
11K
$857K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.97K- 7.33% |
$148K - $151K
|
24.9K
$1.93M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.98K- 20.65% |
$149K - $152K
|
7.6K
$589K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.99K- 88.12% |
$150K - $153K
|
268
$20.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.02K- 15.56% |
$153K - $156K
|
11K
$851K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2.03K- 22.8% |
$153K - $156K
|
6.87K
$532K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-2.05K- 12.4% |
$154K - $157K
|
14.4K
$1.12M
|