Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.53MNew |
$340M - $344M
|
4.53M
$351M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.04MNew |
$228M - $231M
|
3.04M
$235M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.17M+ 13.06% |
$163M - $165M
|
18.8M
$1.45B
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.46M+ 11.44% |
$109M - $111M
|
14.2M
$1.1B
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
784K+ 16.41% |
$58.8M - $59.6M
|
5.56M
$430M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
702K+ 4.76% |
$52.7M - $53.3M
|
15.5M
$1.19B
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
690KNew |
$51.7M - $52.4M
|
690K
$53.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
452K+ 4664.18% |
$33.9M - $34.3M
|
462K
$35.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
417K+ 80.07% |
$31.2M - $31.6M
|
937K
$72.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
339K+ 2947.23% |
$25.4M - $25.7M
|
350K
$27.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
339KNew |
$25.4M - $25.7M
|
339K
$26.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
281KNew |
$21M - $21.3M
|
281K
$21.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
274K+ 5.49% |
$20.5M - $20.8M
|
5.27M
$408M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
269K+ 85.48% |
$20.2M - $20.5M
|
584K
$45.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
254KNew |
$19.1M - $19.3M
|
254K
$19.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
228K+ 112.93% |
$17.1M - $17.3M
|
430K
$33.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
221K+ 65.52% |
$16.6M - $16.8M
|
559K
$43.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
211K+ 12.44% |
$15.8M - $16M
|
1.91M
$148M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
210K+ 91.84% |
$15.7M - $15.9M
|
439K
$33.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
205K+ 7.22% |
$15.4M - $15.6M
|
3.04M
$235M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
193K+ 15.62% |
$14.5M - $14.7M
|
1.43M
$111M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
185K+ 3.53% |
$13.8M - $14M
|
5.42M
$419M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
170KNew |
$12.7M - $12.9M
|
170K
$13.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
165KNew |
$12.4M - $12.5M
|
165K
$12.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
137KNew |
$10.2M - $10.4M
|
137K
$10.6M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
128K+ 187.99% |
$9.61M - $9.73M
|
196K
$15.2M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
122KNew |
$9.14M - $9.26M
|
122K
$9.43M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
113K+ 37.09% |
$8.44M - $8.55M
|
416K
$32.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
109K+ 47.18% |
$8.14M - $8.24M
|
339K
$26.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
108KNew |
$8.08M - $8.18M
|
108K
$8.33M
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
107K+ 13.18% |
$8.06M - $8.16M
|
923K
$71.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
102K+ 92.18% |
$7.61M - $7.71M
|
212K
$16.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
99.6KNew |
$7.47M - $7.56M
|
99.6K
$7.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
99.4K+ 100.44% |
$7.46M - $7.55M
|
198K
$15.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
84K+ 2.85% |
$6.3M - $6.38M
|
3.03M
$234M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
75.5K+ 64.32% |
$5.66M - $5.73M
|
193K
$14.9M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
71.8K+ 20.11% |
$5.38M - $5.45M
|
429K
$33.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
69.7KNew |
$5.22M - $5.29M
|
69.7K
$5.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
66.4K+ 195.86% |
$4.98M - $5.04M
|
100K
$7.76M
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
64.3K+ 10.89% |
$4.82M - $4.88M
|
655K
$50.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64K+ 2.58% |
$4.79M - $4.86M
|
2.54M
$196M
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
59.3K+ 240.17% |
$4.45M - $4.5M
|
84K
$6.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
54.8K+ 4.97% |
$4.11M - $4.16M
|
1.16M
$89.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
50.3K+ 3.79% |
$3.77M - $3.82M
|
1.38M
$106M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
48.4KNew |
$3.63M - $3.68M
|
48.4K
$3.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
48.3K+ 165.24% |
$3.62M - $3.67M
|
77.6K
$6M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
45.8K+ 90.82% |
$3.43M - $3.48M
|
96.3K
$7.44M
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
39K+ 303.87% |
$2.93M - $2.96M
|
51.9K
$4.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
38.8K+ 15.43% |
$2.91M - $2.94M
|
290K
$22.4M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
35.6K+ 3.6% |
$2.67M - $2.7M
|
1.02M
$79.1M
|