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 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
879+ 1.98% |
$66.4K - $67.7K
|
45.2K
$3.5M
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
870+ 5.64% |
$65.7K - $67K
|
16.3K
$1.26M
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
852+ 5.24% |
$64.3K - $65.6K
|
17.1K
$1.32M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
847+ 0.12% |
$64K - $65.2K
|
698K
$53.9M
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
832+ 5.75% |
$62.8K - $64K
|
15.3K
$1.18M
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
822+ 7.79% |
$62.1K - $63.3K
|
11.4K
$879K
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
815+ 16.4% |
$61.5K - $62.7K
|
5.78K
$447K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
785+ 38.94% |
$59.3K - $60.4K
|
2.8K
$217K
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
750+ 0.7% |
$56.6K - $57.7K
|
108K
$8.34M
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
747+ 3.04% |
$56.4K - $57.5K
|
25.3K
$1.96M
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
745+ 12.15% |
$56.3K - $57.3K
|
6.88K
$532K
|
|
Jul 25, 2023
Q2 2023
|
Fort Henry Capital, LLC
|
BUY
|
- |
743+ 0.26% |
$56.1K - $57.2K
|
281K
$21.8M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
740New |
$55.9K - $57K
|
740
$57.2K
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
723+ 3.17% |
$54.6K - $55.6K
|
23.5K
$1.82M
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
697+ 17.57% |
$52.6K - $53.6K
|
4.67K
$361K
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
658+ 5.96% |
$49.7K - $50.6K
|
11.7K
$905K
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
653+ 2.93% |
$49.3K - $50.3K
|
22.9K
$1.77M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
640+ 2.26% |
$48.3K - $49.3K
|
29K
$2.24M
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
635+ 6.77% |
$48K - $48.9K
|
10K
$774K
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
617+ 4.94% |
$46.6K - $47.5K
|
13.1K
$1.01M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
609+ 1.0% |
$46K - $46.9K
|
61.8K
$4.78M
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
600+ 8.9% |
$45.3K - $46.2K
|
7.34K
$567K
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
580+ 58000.0% |
$43.8K - $44.6K
|
581
$44.9K
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
578+ 2.06% |
$43.7K - $44.5K
|
28.6K
$2.22M
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
572+ 3.28% |
$43.2K - $44K
|
18K
$1.39M
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
519New |
$39.2K - $39.9K
|
519
$40.1K
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
517+ 18.53% |
$39K - $39.8K
|
3.31K
$256K
|
|
Aug 04, 2023
Q2 2023
|
Leo H. Evart, Inc.
|
BUY
|
- |
469+ 1.23% |
$35.4K - $36.1K
|
38.6K
$2.98M
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
465New |
$35.1K - $35.8K
|
465
$36K
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
449+ 0.47% |
$33.9K - $34.6K
|
95.7K
$7.4M
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
449+ 0.47% |
$33.9K - $34.6K
|
95.7K
$7.4M
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
421+ 7.1% |
$31.8K - $32.4K
|
6.35K
$491K
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
420+ 2.83% |
$31.7K - $32.3K
|
15.2K
$1.18M
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
413New |
$31.2K - $31.8K
|
413
$31.9K
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
399+ 2.33% |
$30.1K - $30.7K
|
17.5K
$1.35M
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
BUY
|
- |
381+ 0.85% |
$28.8K - $29.3K
|
45.4K
$3.51M
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
378+ 9.44% |
$28.5K - $29.1K
|
4.38K
$339K
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
355+ 1.13% |
$26.8K - $27.3K
|
31.8K
$2.46M
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
355+ 0.4% |
$26.8K - $27.3K
|
89.7K
$6.94M
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
354New |
$26.7K - $27.2K
|
354
$27.4K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
353+ 2.46% |
$26.7K - $27.2K
|
14.7K
$1.14M
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
352+ 0.68% |
$26.6K - $27.1K
|
52K
$4.02M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
350+ 0.96% |
$26.4K - $26.9K
|
37K
$2.86M
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
341+ 0.8% |
$25.8K - $26.2K
|
43.1K
$3.33M
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
338+ 4.34% |
$25.5K - $26K
|
8.12K
$628K
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
332+ 2.18% |
$25.1K - $25.6K
|
15.6K
$1.2M
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
325+ 0.52% |
$24.5K - $25K
|
62.4K
$4.83M
|
|
Aug 07, 2023
Q2 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
323+ 0.61% |
$24.4K - $24.9K
|
53.2K
$4.12M
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
317New |
$23.9K - $24.4K
|
317
$24.5K
|
|
Aug 10, 2023
Q2 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
310+ 4.54% |
$23.4K - $23.9K
|
7.14K
$552K
|