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 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-240- 7.4% |
$18K - $18.2K
|
3K
$232K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-242- 5.6% |
$18.1K - $18.4K
|
4.08K
$316K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-243- 2.6% |
$18.2K - $18.5K
|
9.11K
$705K
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-250- 0.6% |
$18.7K - $19K
|
41.5K
$3.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-250- 0.47% |
$18.7K - $19K
|
53.1K
$4.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-252- 5.62% |
$18.9K - $19.1K
|
4.23K
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-257- 0.96% |
$19.3K - $19.5K
|
26.6K
$2.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-260- 8.04% |
$19.5K - $19.7K
|
2.97K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-260- 0.58% |
$19.5K - $19.7K
|
44.3K
$3.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-265- 2.76% |
$19.9K - $20.1K
|
9.32K
$722K
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
SELL
|
- |
-267- 0.77% |
$20K - $20.3K
|
34.5K
$2.67M
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-274- 7.15% |
$20.5K - $20.8K
|
3.56K
$276K
|
|
|
Nov 14, 2023
Q3 2023
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-283- 15.91% |
$21.2K - $21.5K
|
1.5K
$116K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-283- 0.7% |
$21.2K - $21.5K
|
40.1K
$3.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-284- 8.16% |
$21.3K - $21.6K
|
3.2K
$247K
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
SELL
|
- |
-286- 3.49% |
$21.4K - $21.7K
|
7.92K
$613K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-293- 92.43% |
$22K - $22.2K
|
24
$1.86K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-294- 83.05% |
$22K - $22.3K
|
60
$4.65K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-300- 5.02% |
$22.5K - $22.8K
|
5.67K
$439K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-302- 2.28% |
$22.6K - $22.9K
|
12.9K
$1M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-329- 20.97% |
$24.7K - $25K
|
1.24K
$96K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-333- 10.46% |
$25K - $25.3K
|
2.85K
$221K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-337- 11.73% |
$25.3K - $25.6K
|
2.54K
$196K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-338- 7.46% |
$25.3K - $25.7K
|
4.19K
$325K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-340- 9.49% |
$25.5K - $25.8K
|
3.24K
$251K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-350- 3.74% |
$26.2K - $26.6K
|
9.02K
$698K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-354- 10.96% |
$26.5K - $26.9K
|
2.88K
$223K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-356- 1.31% |
$26.7K - $27K
|
26.8K
$2.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-362- 0.6% |
$27.1K - $27.5K
|
60.1K
$4.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-369- 1.71% |
$27.7K - $28K
|
21.2K
$1.64M
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-371- 11.05% |
$27.8K - $28.2K
|
2.99K
$231K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-375- 65.22% |
$28.1K - $28.5K
|
200
$15.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-382- 1.56% |
$28.6K - $29K
|
24.1K
$1.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-383- 9.25% |
$28.7K - $29.1K
|
3.76K
$291K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-386- 2.0% |
$28.9K - $29.3K
|
18.9K
$1.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-391- 8.53% |
$29.3K - $29.7K
|
4.19K
$325K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-392- 1.57% |
$29.4K - $29.8K
|
24.6K
$1.91M
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-393- 10.23% |
$29.5K - $29.8K
|
3.45K
$267K
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-408- 1.64% |
$30.6K - $31K
|
24.5K
$1.89M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-422- 8.33% |
$31.6K - $32K
|
4.64K
$359K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-423- 8.75% |
$31.7K - $32.1K
|
4.41K
$342K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-425- 4.86% |
$31.9K - $32.3K
|
8.33K
$645K
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-426- 10.4% |
$31.9K - $32.3K
|
3.67K
$284K
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-427- 2.82% |
$32K - $32.4K
|
14.7K
$1.14M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-428- 3.9% |
$32.1K - $32.5K
|
10.5K
$816K
|
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-431- 1.83% |
$32.3K - $32.7K
|
23.1K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-435- 7.41% |
$32.6K - $33K
|
5.44K
$421K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-436- 0.83% |
$32.7K - $33.1K
|
52.3K
$4.05M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-440- 9.82% |
$33K - $33.4K
|
4.04K
$313K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-445- 4.37% |
$33.4K - $33.8K
|
9.75K
$755K
|