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 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
48.6K+ 124.14% |
$3.67M - $3.74M
|
87.7K
$6.78M
|
|
Aug 14, 2023
Q2 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
46.5KNew |
$3.51M - $3.58M
|
46.5K
$3.6M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.4K+ 9.03% |
$3.35M - $3.42M
|
536K
$41.5M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.8K+ 1.8% |
$3.31M - $3.37M
|
2.47M
$191M
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
42.5K+ 96.37% |
$3.21M - $3.27M
|
86.7K
$6.7M
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
42.2K+ 10.81% |
$3.19M - $3.25M
|
432K
$33.4M
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
40.9K+ 18.65% |
$3.09M - $3.15M
|
260K
$20.1M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
37.5K+ 1.29% |
$2.83M - $2.89M
|
2.95M
$228M
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
36.6K+ 34.15% |
$2.77M - $2.82M
|
144K
$11.1M
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
36.4K+ 3.83% |
$2.75M - $2.8M
|
987K
$76.3M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
36.4K+ 1.76% |
$2.75M - $2.8M
|
2.1M
$163M
|
|
Aug 10, 2023
Q2 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
36K+ 41.59% |
$2.72M - $2.77M
|
123K
$9.48M
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
33.8K+ 417.68% |
$2.55M - $2.6M
|
41.9K
$3.24M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
33.3K+ 7.91% |
$2.52M - $2.56M
|
454K
$35.1M
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
32.7K+ 19.06% |
$2.47M - $2.51M
|
204K
$15.8M
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
31.2K+ 6.37% |
$2.36M - $2.4M
|
522K
$40.3M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
29.8K+ 26.97% |
$2.25M - $2.29M
|
140K
$10.8M
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
28.7K+ 10.79% |
$2.16M - $2.21M
|
294K
$22.7M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
27.5K+ 9.55% |
$2.07M - $2.11M
|
315K
$24.4M
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
27.4K+ 743.14% |
$2.07M - $2.11M
|
31K
$2.4M
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
27.2K+ 13.62% |
$2.06M - $2.1M
|
227K
$17.6M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.6K+ 1.72% |
$2.01M - $2.05M
|
1.57M
$121M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
26.5K+ 404.72% |
$2M - $2.04M
|
33K
$2.55M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
25.8K+ 5.84% |
$1.95M - $1.99M
|
468K
$36.2M
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
25.4K+ 5.94% |
$1.92M - $1.96M
|
453K
$35M
|
|
Aug 03, 2023
Q2 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
25.2K+ 16.11% |
$1.9M - $1.94M
|
182K
$14M
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
25.1K+ 10.93% |
$1.89M - $1.93M
|
255K
$19.7M
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
24.9K+ 10.9% |
$1.88M - $1.92M
|
253K
$19.6M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.4K+ 23.99% |
$1.84M - $1.87M
|
126K
$9.73M
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
23.5KNew |
$1.78M - $1.81M
|
23.5K
$1.82M
|
|
Aug 02, 2023
Q2 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
23.1KNew |
$1.75M - $1.78M
|
23.1K
$1.79M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
23K+ 14.56% |
$1.73M - $1.77M
|
181K
$14M
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
22.4KNew |
$1.7M - $1.73M
|
22.4K
$1.74M
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
22.4K+ 5.28% |
$1.69M - $1.73M
|
447K
$34.6M
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
21.8K+ 2.94% |
$1.65M - $1.68M
|
763K
$59M
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
20.8K+ 3.28% |
$1.57M - $1.6M
|
655K
$50.6M
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.6K+ 73.46% |
$1.55M - $1.58M
|
48.6K
$3.76M
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
19.5K+ 9.67% |
$1.47M - $1.5M
|
221K
$17.1M
|
|
Jul 19, 2023
Q2 2023
|
Darrow Company, Inc.
|
BUY
|
- |
19.4K+ 16.44% |
$1.47M - $1.49M
|
138K
$10.6M
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
18K+ 7.71% |
$1.36M - $1.38M
|
251K
$19.4M
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
17.7K+ 2.32% |
$1.34M - $1.36M
|
781K
$60.4M
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
17.5K+ 3.05% |
$1.32M - $1.35M
|
590K
$45.6M
|
|
Aug 03, 2023
Q2 2023
|
Sofi Wealth, LLC
|
BUY
|
- |
17.3K+ 3.82% |
$1.3M - $1.33M
|
469K
$36.3M
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
BUY
|
- |
17KNew |
$1.28M - $1.31M
|
17K
$1.31M
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
16.5KNew |
$1.25M - $1.27M
|
16.5K
$1.28M
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
BUY
|
- |
16.5K+ 6.97% |
$1.25M - $1.27M
|
253K
$19.6M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.2K+ 5.76% |
$1.23M - $1.25M
|
298K
$23M
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.2K+ 1.8% |
$1.22M - $1.25M
|
916K
$70.8M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
16.1K+ 1885.46% |
$1.21M - $1.24M
|
16.9K
$1.31M
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
14.8K+ 7.17% |
$1.12M - $1.14M
|
221K
$17.1M
|