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 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.95K+ 5.69% |
$374K - $381K
|
91.8K
$7.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
4.91K+ 2.41% |
$371K - $378K
|
208K
$16.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.85KNew |
$366K - $373K
|
4.85K
$375K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.67KNew |
$353K - $360K
|
4.67K
$361K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.62KNew |
$349K - $355K
|
4.62K
$357K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.59KNew |
$346K - $353K
|
4.59K
$355K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.47K+ 14.82% |
$338K - $344K
|
34.6K
$2.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
4.36KNew |
$329K - $336K
|
4.36K
$337K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
4.35K+ 11.45% |
$329K - $335K
|
42.3K
$3.27M
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
4.32K+ 13.23% |
$326K - $333K
|
37K
$2.86M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.32KNew |
$326K - $332K
|
4.32K
$334K
|
|
|
Aug 02, 2023
Q2 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
4.25KNew |
$321K - $327K
|
4.25K
$329K
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.25K+ 7.01% |
$321K - $327K
|
64.9K
$5.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
4.15K+ 21.69% |
$313K - $319K
|
23.3K
$1.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
4.11K+ 100.29% |
$310K - $316K
|
8.21K
$634K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
4.1K+ 3.48% |
$309K - $315K
|
122K
$9.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.05K+ 4.53% |
$306K - $312K
|
93.5K
$7.23M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
4K+ 8.26% |
$302K - $308K
|
52.4K
$4.05M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.98K+ 28.79% |
$300K - $306K
|
17.8K
$1.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
3.91K+ 3.39% |
$296K - $301K
|
119K
$9.23M
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
3.9K+ 5.01% |
$294K - $300K
|
81.6K
$6.31M
|
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
3.84K+ 6.18% |
$290K - $296K
|
66K
$5.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.84K+ 3.86% |
$290K - $295K
|
103K
$7.99M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
3.78K+ 50.37% |
$285K - $291K
|
11.3K
$871K
|
|
|
Aug 14, 2023
Q2 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
3.75KNew |
$283K - $289K
|
3.75K
$290K
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3.68K+ 2.3% |
$278K - $283K
|
164K
$12.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.62K+ 59.45% |
$273K - $278K
|
9.7K
$750K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.58K+ 33.45% |
$270K - $276K
|
14.3K
$1.1M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
3.56K+ 2.64% |
$269K - $274K
|
138K
$10.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.52K+ 39.34% |
$266K - $271K
|
12.5K
$964K
|
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
3.5KNew |
$264K - $269K
|
3.5K
$270K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.5K+ 96.58% |
$264K - $269K
|
7.12K
$551K
|
|
|
Jul 20, 2023
Q2 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
3.47KNew |
$262K - $267K
|
3.47K
$269K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
3.45KNew |
$260K - $265K
|
3.45K
$267K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.45K+ 46.55% |
$260K - $265K
|
10.9K
$839K
|
|
|
Jul 25, 2023
Q2 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
3.43KNew |
$259K - $264K
|
3.43K
$265K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.32KNew |
$251K - $256K
|
3.32K
$257K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.31K+ 3.18% |
$250K - $255K
|
107K
$8.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
3.22KNew |
$243K - $247K
|
3.22K
$249K
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
3.21KNew |
$242K - $247K
|
3.21K
$248K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
3.17KNew |
$239K - $244K
|
3.17K
$245K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
3.17K+ 12.83% |
$239K - $244K
|
27.9K
$2.15M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.15K+ 39.04% |
$238K - $243K
|
11.2K
$868K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3.15K+ 10.41% |
$238K - $242K
|
33.4K
$2.58M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.15K+ 17.79% |
$238K - $242K
|
20.8K
$1.61M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.11K+ 25.87% |
$235K - $239K
|
15.1K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.07K+ 2.62% |
$232K - $236K
|
120K
$9.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
BUY
|
- |
3.05KNew |
$231K - $235K
|
3.05K
$236K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.04K+ 9.97% |
$230K - $234K
|
33.6K
$2.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.04K+ 26.29% |
$230K - $234K
|
14.6K
$1.13M
|