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 28, 2023
Q2 2023
|
Resource Planning Group
|
BUY
|
- |
3.04K+ 2.34% |
$230K - $234K
|
133K
$10.3M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.04K+ 4.68% |
$229K - $234K
|
67.9K
$5.25M
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
3.02KNew |
$228K - $233K
|
3.02K
$234K
|
|
|
Jul 17, 2023
Q2 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.01K+ 4.47% |
$228K - $232K
|
70.5K
$5.45M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.94KNew |
$222K - $226K
|
2.94K
$227K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.94K+ 5.46% |
$222K - $226K
|
56.7K
$4.38M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.93K+ 21.94% |
$221K - $226K
|
16.3K
$1.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.92K+ 2.13% |
$221K - $225K
|
140K
$10.8M
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
2.9K+ 9.46% |
$219K - $223K
|
33.6K
$2.6M
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
2.9KNew |
$219K - $223K
|
2.9K
$224K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.89K+ 0.06% |
$218K - $222K
|
5M
$386M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.87KNew |
$217K - $221K
|
2.87K
$222K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.86KNew |
$216K - $220K
|
2.86K
$221K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
2.82KNew |
$213K - $217K
|
2.82K
$218K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.8KNew |
$211K - $215K
|
2.8K
$216K
|
|
|
Jul 19, 2023
Q2 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
2.79K+ 286.15% |
$211K - $215K
|
3.77K
$291K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.76K+ 46.0% |
$208K - $212K
|
8.75K
$677K
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.73K+ 2.07% |
$206K - $210K
|
135K
$10.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.73K+ 11.64% |
$206K - $210K
|
26.2K
$2.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
2.72K+ 25.31% |
$205K - $209K
|
13.4K
$1.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.71KNew |
$205K - $209K
|
2.71K
$210K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.7K+ 4.1% |
$204K - $208K
|
68.5K
$5.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
2.64K+ 7.18% |
$200K - $203K
|
39.4K
$3.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.62K+ 6.89% |
$198K - $202K
|
40.7K
$3.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2.6K+ 1.52% |
$196K - $200K
|
174K
$13.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.58K+ 850.5% |
$195K - $198K
|
2.88K
$223K
|
|
|
Jul 11, 2023
Q2 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
2.57K+ 7.19% |
$194K - $198K
|
38.2K
$2.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.5K+ 22.73% |
$189K - $192K
|
13.5K
$1.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.37K+ 14.51% |
$179K - $182K
|
18.7K
$1.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
2.37K+ 10.97% |
$179K - $182K
|
24K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
BUY
|
- |
2.35K+ 5.57% |
$177K - $181K
|
44.5K
$3.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.3K+ 0.68% |
$173K - $177K
|
337K
$26.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
2.24K+ 1.33% |
$169K - $172K
|
170K
$13.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.24K+ 2.39% |
$169K - $172K
|
96K
$7.42M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.17K+ 2.12% |
$164K - $167K
|
105K
$8.09M
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.17K+ 12.58% |
$164K - $167K
|
19.4K
$1.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.12K+ 8.76% |
$160K - $163K
|
26.4K
$2.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.12K+ 28.27% |
$160K - $163K
|
9.63K
$744K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
2.02K+ 1.12% |
$152K - $155K
|
182K
$14.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
2K+ 53.8% |
$151K - $154K
|
5.72K
$442K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2K+ 8.23% |
$151K - $154K
|
26.3K
$2.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2KNew |
$151K - $154K
|
2K
$154K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.94K+ 10.59% |
$147K - $150K
|
20.3K
$1.57M
|
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.9K+ 32.75% |
$143K - $146K
|
7.69K
$594K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.89K+ 60.92% |
$143K - $145K
|
4.99K
$386K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.89K+ 5.82% |
$143K - $145K
|
34.3K
$2.66M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
1.86K+ 139.41% |
$140K - $143K
|
3.19K
$247K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.84K+ 52.55% |
$139K - $142K
|
5.35K
$414K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.84K+ 60.65% |
$139K - $142K
|
4.88K
$377K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.82K+ 1.87% |
$137K - $140K
|
99K
$7.66M
|