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 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-41K- 32.83% |
$3.09M - $3.15M
|
83.8K
$6.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-41K- 76.79% |
$3.1M - $3.16M
|
12.4K
$958K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-42.3K- 53.89% |
$3.19M - $3.26M
|
36.2K
$2.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-42.4K- 58.5% |
$3.2M - $3.26M
|
30.1K
$2.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-43.7K- 11.78% |
$3.3M - $3.37M
|
327K
$25.3M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-47.8K- 0.63% |
$3.61M - $3.68M
|
7.56M
$584M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-49.3K- 20.48% |
$3.73M - $3.8M
|
192K
$14.8M
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-51.2K- 37.79% |
$3.87M - $3.94M
|
84.3K
$6.51M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-54.2K- 13.12% |
$4.09M - $4.17M
|
359K
$27.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-54.2K- 3.43% |
$4.1M - $4.18M
|
1.53M
$118M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-56.2K- 78.18% |
$4.24M - $4.33M
|
15.7K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-57.2K- 20.79% |
$4.32M - $4.4M
|
218K
$16.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-58.3K- 33.96% |
$4.4M - $4.49M
|
113K
$8.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-58.8K- 6.11% |
$4.44M - $4.53M
|
904K
$69.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-59.4K- 8.94% |
$4.49M - $4.57M
|
605K
$46.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-59.4K- 52.97% |
$4.49M - $4.58M
|
52.8K
$4.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-64K- 33.01% |
$4.83M - $4.93M
|
130K
$10M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-64.1K- 93.51% |
$4.84M - $4.93M
|
4.45K
$344K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-66.8K- 17.59% |
$5.04M - $5.14M
|
313K
$24.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-67K- 47.83% |
$5.06M - $5.16M
|
73.1K
$5.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-74.4K- 5.89% |
$5.62M - $5.73M
|
1.19M
$91.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-75.9K- 41.53% |
$5.73M - $5.84M
|
107K
$8.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-76.9K- 11.55% |
$5.81M - $5.92M
|
589K
$45.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-86.1K- 60.76% |
$6.5M - $6.63M
|
55.6K
$4.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-86.4K- 19.61% |
$6.53M - $6.65M
|
354K
$27.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-99K- 20.81% |
$7.48M - $7.62M
|
377K
$29.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-104K- 90.7% |
$7.83M - $7.98M
|
10.6K
$822K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-104K- 24.54% |
$7.87M - $8.02M
|
321K
$24.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-118K- 91.14% |
$8.92M - $9.09M
|
11.5K
$888K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-121K- 82.84% |
$9.12M - $9.29M
|
25K
$1.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-122K- 15.86% |
$9.24M - $9.41M
|
649K
$50.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-132K- 54.5% |
$9.96M - $10.2M
|
110K
$8.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-132K- 38.15% |
$9.98M - $10.2M
|
214K
$16.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-132K- 37.87% |
$9.99M - $10.2M
|
217K
$16.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-140K- 4.9% |
$10.6M - $10.8M
|
2.72M
$210M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-145K- 91.37% |
$11M - $11.2M
|
13.7K
$1.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-145K- 10.02% |
$11M - $11.2M
|
1.31M
$101M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-146K- 89.25% |
$11M - $11.2M
|
17.6K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-153K- 5.89% |
$11.5M - $11.7M
|
2.44M
$188M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-164K- 41.65% |
$12.4M - $12.6M
|
230K
$17.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-166K- 89.65% |
$12.5M - $12.7M
|
19.1K
$1.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-167K- 32.8% |
$12.6M - $12.9M
|
343K
$26.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-185K- 34.03% |
$14M - $14.2M
|
358K
$27.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-204K- 53.87% |
$15.4M - $15.7M
|
175K
$13.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-245K- 93.29% |
$18.5M - $18.8M
|
17.6K
$1.36M
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-327K- 98.68% |
$24.7M - $25.2M
|
4.38K
$339K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-331K- 96.65% |
$25M - $25.5M
|
11.5K
$889K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-363K- 7.71% |
$27.4M - $28M
|
4.34M
$336M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-389K- 3.4% |
$29.4M - $30M
|
11.1M
$857M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-391K- 99.1% |
$29.5M - $30.1M
|
3.54K
$274K
|