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
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.81K+ 19.52% |
$136K - $139K
|
11.1K
$855K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.79K+ 10.05% |
$135K - $138K
|
19.6K
$1.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.79K+ 24.63% |
$135K - $138K
|
9.04K
$699K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.78K+ 46.33% |
$134K - $137K
|
5.62K
$435K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.78K+ 2.45% |
$134K - $137K
|
74.2K
$5.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.76K+ 0.9% |
$133K - $136K
|
198K
$15.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.74K+ 5.72% |
$131K - $134K
|
32.2K
$2.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
1.74KNew |
$131K - $134K
|
1.74K
$134K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
BUY
|
- |
1.73K+ 117.13% |
$131K - $133K
|
3.21K
$248K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.66K+ 30.08% |
$125K - $128K
|
7.17K
$555K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.65KNew |
$125K - $127K
|
1.65K
$128K
|
|
|
Aug 01, 2023
Q2 2023
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
1.61K+ 3.51% |
$121K - $124K
|
47.4K
$3.67M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.48K+ 10.84% |
$112K - $114K
|
15.2K
$1.17M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.47K+ 2.92% |
$111K - $113K
|
52K
$4.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.46KNew |
$110K - $113K
|
1.46K
$113K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.42KNew |
$107K - $110K
|
1.42K
$110K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.4K+ 12.09% |
$106K - $108K
|
13K
$1.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.37K+ 7.89% |
$104K - $106K
|
18.8K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.36K+ 0.77% |
$103K - $105K
|
178K
$13.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.34K+ 15.75% |
$101K - $103K
|
9.83K
$760K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.33K+ 12.06% |
$101K - $103K
|
12.4K
$958K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.28K+ 1.18% |
$96.6K - $98.4K
|
109K
$8.46M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.26KNew |
$95.2K - $97.1K
|
1.26K
$97.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.25K+ 36.4% |
$94.6K - $96.4K
|
4.69K
$363K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.25K+ 13.29% |
$94.5K - $96.3K
|
10.7K
$824K
|
|
|
Aug 09, 2023
Q2 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
1.22K+ 22.33% |
$92K - $93.7K
|
6.67K
$516K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.21K+ 14.74% |
$91.2K - $92.9K
|
9.4K
$727K
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.2K+ 2.0% |
$90.2K - $92K
|
60.9K
$4.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.19K+ 45.08% |
$89.9K - $91.7K
|
3.83K
$296K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.16K+ 4.24% |
$87.2K - $88.9K
|
28.4K
$2.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
1.13K+ 12.32% |
$85.6K - $87.3K
|
10.3K
$799K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.13K+ 2.02% |
$85K - $86.6K
|
56.8K
$4.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.12K+ 0.96% |
$84.6K - $86.2K
|
118K
$9.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.1K+ 228.69% |
$83.1K - $84.7K
|
1.58K
$122K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.07K+ 26650.0% |
$80.5K - $82.1K
|
1.07K
$82.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.03K+ 1.65% |
$77.6K - $79K
|
63.1K
$4.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Chico Wealth Ria
|
BUY
|
- |
1.02K+ 7.05% |
$77.3K - $78.7K
|
15.5K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
972+ 0.06% |
$73.4K - $74.8K
|
1.7M
$131M
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
BUY
|
- |
951+ 3.83% |
$71.8K - $73.2K
|
25.8K
$2M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
950+ 6.69% |
$71.7K - $73.1K
|
15.1K
$1.17M
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
947+ 1.18% |
$71.5K - $72.9K
|
81.2K
$6.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
946+ 10.25% |
$71.4K - $72.8K
|
10.2K
$786K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
944New |
$71.3K - $72.7K
|
944
$73K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
942+ 0.54% |
$71.1K - $72.5K
|
175K
$13.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
932+ 3.96% |
$70.4K - $71.7K
|
24.4K
$1.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
912+ 38.58% |
$68.9K - $70.2K
|
3.28K
$253K
|
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
912+ 5.34% |
$68.9K - $70.2K
|
18K
$1.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
905+ 1.25% |
$68.3K - $69.7K
|
73.2K
$5.66M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
897+ 9.23% |
$67.7K - $69K
|
10.6K
$821K
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
881+ 1.63% |
$66.5K - $67.8K
|
55K
$4.25M
|