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 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
14.8K+ 8.24% |
$1.12M - $1.14M
|
194K
$15M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
14.7K+ 93.04% |
$1.11M - $1.13M
|
30.4K
$2.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.6K+ 524.44% |
$1.1M - $1.12M
|
17.4K
$1.35M
|
|
|
Jul 12, 2023
Q2 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
14.3K+ 4.42% |
$1.08M - $1.1M
|
338K
$26.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
BUY
|
- |
14.2K+ 11.41% |
$1.07M - $1.09M
|
138K
$10.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14.1K+ 22.98% |
$1.06M - $1.08M
|
75.3K
$5.82M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
13.9KNew |
$1.05M - $1.07M
|
13.9K
$1.07M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
13.7K+ 3.0% |
$1.03M - $1.05M
|
469K
$36.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
13.5K+ 19.09% |
$1.02M - $1.04M
|
84.1K
$6.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
13.4K+ 8.14% |
$1.01M - $1.03M
|
178K
$13.8M
|
|
|
Oct 09, 2024
Q2 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
13.2K+ 2.26% |
$995K - $1.01M
|
597K
$46.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$983K - $1M
|
13K
$1.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
13KNew |
$982K - $1M
|
13K
$1.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12.9K+ 68.21% |
$971K - $989K
|
31.7K
$2.45M
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
12.8KNew |
$970K - $989K
|
12.8K
$993K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
12.8K+ 7.91% |
$967K - $986K
|
175K
$13.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
12.8K+ 33.01% |
$966K - $985K
|
51.6K
$3.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
12.7K+ 146.2% |
$963K - $981K
|
21.5K
$1.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
12.2K+ 5.41% |
$921K - $938K
|
237K
$18.4M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
12.2KNew |
$920K - $937K
|
12.2K
$942K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11.8K+ 11.29% |
$888K - $905K
|
116K
$8.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
11.1K+ 0.76% |
$836K - $852K
|
1.47M
$113M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
11.1K+ 5.97% |
$836K - $852K
|
197K
$15.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
11K+ 9.44% |
$830K - $846K
|
127K
$9.85M
|
|
|
Jul 31, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
10.7KNew |
$809K - $824K
|
10.7K
$828K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
10.7K+ 13.02% |
$808K - $824K
|
92.9K
$7.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
10.6KNew |
$797K - $813K
|
10.6K
$816K
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.1KNew |
$764K - $779K
|
10.1K
$783K
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
10.1KNew |
$761K - $776K
|
10.1K
$779K
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
9.78K+ 6.0% |
$738K - $752K
|
173K
$13.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.75K+ 83.34% |
$737K - $751K
|
21.5K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
9.56KNew |
$722K - $735K
|
9.56K
$739K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.4K+ 6.69% |
$710K - $724K
|
150K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.4K+ 2.02% |
$710K - $724K
|
474K
$36.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
9.18K+ 8.48% |
$693K - $706K
|
117K
$9.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.12K+ 3.79% |
$689K - $702K
|
250K
$19.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
9.11KNew |
$688K - $701K
|
9.11K
$704K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
8.88K+ 3.1% |
$671K - $683K
|
295K
$22.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
8.88K+ 24.77% |
$670K - $683K
|
44.7K
$3.46M
|
|
|
Jul 12, 2023
Q2 2023
|
Heron Bay Capital Management
|
BUY
|
- |
8.86KNew |
$669K - $682K
|
8.86K
$685K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.84K+ 73.74% |
$667K - $680K
|
20.8K
$1.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
8.77K+ 12.29% |
$662K - $675K
|
80.1K
$6.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
8.67K+ 5.84% |
$654K - $667K
|
157K
$12.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
8.32KNew |
$629K - $641K
|
8.32K
$644K
|
|
|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
8.31KNew |
$628K - $640K
|
8.31K
$643K
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
8.28K+ 85.45% |
$625K - $637K
|
18K
$1.39M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
8.18KNew |
$618K - $629K
|
8.18K
$632K
|
|
|
Aug 08, 2023
Q2 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8.11K+ 1.29% |
$612K - $624K
|
637K
$49.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
BUY
|
- |
8.1K+ 1.31% |
$612K - $624K
|
626K
$48.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
8.05KNew |
$608K - $619K
|
8.05K
$622K
|