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 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
305+ 0.39% |
$23K - $23.5K
|
78K
$6.03M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
299+ 1.0% |
$22.6K - $23K
|
30.3K
$2.35M
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
297+ 0.57% |
$22.4K - $22.9K
|
52K
$4.02M
|
|
Jul 27, 2023
Q2 2023
|
Verity Wealth Advisors
|
BUY
|
- |
295+ 3.39% |
$22.3K - $22.7K
|
8.99K
$695K
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
282+ 1.28% |
$21.3K - $21.7K
|
22.3K
$1.72M
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
268+ 1.9% |
$20.2K - $20.6K
|
14.4K
$1.11M
|
|
Nov 16, 2023
Q2 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
264+ 0.29% |
$19.9K - $20.3K
|
91.4K
$7.07M
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
253+ 3.65% |
$19.1K - $19.5K
|
7.19K
$556K
|
|
Aug 01, 2023
Q2 2023
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
252+ 7.68% |
$19K - $19.4K
|
3.54K
$273K
|
|
Jul 25, 2023
Q2 2023
|
Sam Advisors, LLC
|
BUY
|
- |
250+ 6.43% |
$18.9K - $19.2K
|
4.14K
$320K
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
247+ 1.07% |
$18.7K - $19K
|
23.3K
$1.8M
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
209+ 0.61% |
$15.8K - $16.1K
|
34.5K
$2.67M
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
200+ 0.49% |
$15.1K - $15.4K
|
41.2K
$3.19M
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
195+ 6.93% |
$14.7K - $15K
|
3.01K
$233K
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
184+ 1.43% |
$13.9K - $14.2K
|
13K
$1.01M
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
180New |
$13.6K - $13.9K
|
180
$13.9K
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
177+ 2.8% |
$13.4K - $13.6K
|
6.49K
$502K
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
177+ 1.76% |
$13.4K - $13.6K
|
10.3K
$793K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
176New |
$13.3K - $13.5K
|
176
$13.6K
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
173+ 0.93% |
$13.1K - $13.3K
|
18.7K
$1.44M
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
171New |
$12.9K - $13.2K
|
171
$13.2K
|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
170+ 2.03% |
$12.8K - $13.1K
|
8.54K
$660K
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
163+ 0.75% |
$12.3K - $12.5K
|
21.9K
$1.69M
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
131+ 1.56% |
$9.89K - $10.1K
|
8.53K
$660K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
128+ 2.72% |
$9.67K - $9.85K
|
4.84K
$374K
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
128+ 2.91% |
$9.67K - $9.85K
|
4.53K
$350K
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
122+ 0.42% |
$9.21K - $9.39K
|
28.9K
$2.24M
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
120+ 3.72% |
$9.06K - $9.24K
|
3.35K
$259K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
103+ 6.0% |
$7.78K - $7.93K
|
1.82K
$141K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
97New |
$7.33K - $7.47K
|
97
$7.5K
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
93+ 0.06% |
$7.02K - $7.16K
|
155K
$12M
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
92+ 460.0% |
$6.95K - $7.08K
|
112
$8.66K
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
90+ 0.18% |
$6.8K - $6.93K
|
49.1K
$3.8M
|
|
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
87+ 0.21% |
$6.57K - $6.7K
|
40.7K
$3.15M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
87New |
$6.57K - $6.7K
|
87
$6.73K
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
86+ 537.5% |
$6.49K - $6.62K
|
102
$7.89K
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
84+ 0.75% |
$6.34K - $6.47K
|
11.2K
$867K
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
83+ 0.5% |
$6.27K - $6.39K
|
16.6K
$1.28M
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
83+ 184.44% |
$6.27K - $6.39K
|
128
$9.9K
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
82+ 2.7% |
$6.19K - $6.31K
|
3.12K
$241K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
82+ 0.24% |
$6.19K - $6.31K
|
34.2K
$2.64M
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
75+ 2.03% |
$5.66K - $5.77K
|
3.78K
$292K
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
BUY
|
- |
72+ 0.2% |
$5.44K - $5.54K
|
36.1K
$2.79M
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
70+ 1.93% |
$5.29K - $5.39K
|
3.69K
$285K
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
70+ 2.05% |
$5.29K - $5.39K
|
3.48K
$269K
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
70+ 1.52% |
$5.29K - $5.39K
|
4.69K
$363K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
64+ 145.45% |
$4.83K - $4.93K
|
108
$8.35K
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
63+ 0.84% |
$4.76K - $4.85K
|
7.54K
$583K
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
62+ 0.46% |
$4.68K - $4.77K
|
13.6K
$1.05M
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
61+ 2.14% |
$4.61K - $4.7K
|
2.91K
$225K
|