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 17, 2023
Q2 2023
|
Brewster Financial Planning LLC
|
SELL
|
- |
-3.66K- 2.29% |
$276K - $281K
|
156K
$12.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.85K- 9.35% |
$291K - $297K
|
37.4K
$2.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.85K- 2.38% |
$291K - $297K
|
158K
$12.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.88K- 11.68% |
$293K - $299K
|
29.3K
$2.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.91K- 15.61% |
$295K - $301K
|
21.2K
$1.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-3.93K- 22.39% |
$297K - $302K
|
13.6K
$1.05M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-3.94K- 25.49% |
$298K - $303K
|
11.5K
$891K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-3.95K- 38.79% |
$298K - $304K
|
6.23K
$482K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-3.98K- 6.86% |
$301K - $306K
|
54K
$4.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-3.99K- 8.22% |
$301K - $307K
|
44.5K
$3.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-3.99K- 25.75% |
$302K - $307K
|
11.5K
$891K
|
|
|
Jul 25, 2023
Q2 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-4.06K- 4.49% |
$306K - $312K
|
86.2K
$6.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-4.1K- 9.21% |
$310K - $316K
|
40.4K
$3.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.19K- 35.8% |
$316K - $322K
|
7.51K
$581K
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-4.19K- 3.79% |
$316K - $322K
|
106K
$8.23M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.21K- 10.19% |
$318K - $324K
|
37.1K
$2.87M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-4.25K- 0.59% |
$321K - $327K
|
718K
$55.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4.25K- 1.84% |
$321K - $327K
|
227K
$17.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
SELL
|
- |
-4.34K- 15.32% |
$328K - $334K
|
24K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-4.37K- 1.81% |
$330K - $336K
|
237K
$18.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-4.42K- 2.48% |
$334K - $340K
|
174K
$13.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-4.51K- 61.36% |
$341K - $347K
|
2.84K
$220K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-4.52K- 3.04% |
$342K - $348K
|
144K
$11.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-4.53K- 20.36% |
$342K - $349K
|
17.7K
$1.37M
|
|
|
Jan 17, 2024
Q2 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-4.58KClosed |
$346K - $352K
|
0
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-4.6K- 29.87% |
$347K - $354K
|
10.8K
$835K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-4.61K- 66.16% |
$348K - $355K
|
2.36K
$182K
|
|
|
Aug 08, 2023
Q2 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-4.75K- 6.63% |
$359K - $366K
|
66.9K
$5.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.79K- 5.44% |
$361K - $368K
|
83.2K
$6.44M
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-5.01K- 34.63% |
$378K - $386K
|
9.46K
$731K
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-5.15K- 21.15% |
$389K - $396K
|
19.2K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-5.17K- 21.1% |
$390K - $398K
|
19.3K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-5.17K- 58.38% |
$390K - $398K
|
3.68K
$285K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.24K- 55.15% |
$395K - $403K
|
4.26K
$329K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.24K- 25.15% |
$396K - $404K
|
15.6K
$1.21M
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.3K- 15.7% |
$400K - $408K
|
28.5K
$2.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-5.38K- 3.49% |
$406K - $414K
|
149K
$11.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Minot Capital, LP
Boulder, CO |
SELL
|
- |
-5.47K- 5.22% |
$413K - $421K
|
99.3K
$7.68M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-5.49K- 10.26% |
$415K - $423K
|
48K
$3.71M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-5.5K- 40.1% |
$415K - $423K
|
8.21K
$635K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.55K- 3.76% |
$419K - $427K
|
142K
$11M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5.62K- 29.08% |
$424K - $432K
|
13.7K
$1.06M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-5.68K- 10.12% |
$429K - $437K
|
50.4K
$3.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-5.75K- 19.61% |
$434K - $443K
|
23.6K
$1.82M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5.79K- 27.04% |
$437K - $445K
|
15.6K
$1.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-5.79K- 21.66% |
$437K - $445K
|
20.9K
$1.62M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.81K- 13.48% |
$439K - $447K
|
37.3K
$2.88M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.9K- 17.16% |
$445K - $454K
|
28.5K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-5.91K- 28.34% |
$446K - $455K
|
14.9K
$1.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.94K- 17.47% |
$449K - $457K
|
28.1K
$2.17M
|