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 14, 2023
Q3 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
13.7K+ 110.7% |
$1.03M - $1.04M
|
26.1K
$2.02M
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
13.1K+ 5.16% |
$982K - $995K
|
267K
$20.6M
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12.7K+ 8.44% |
$949K - $961K
|
163K
$12.6M
|
|
Oct 10, 2023
Q3 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
12.4K+ 23.61% |
$933K - $945K
|
65.2K
$5.04M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.1K+ 23.26% |
$909K - $921K
|
64.2K
$4.97M
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
12K+ 10.85% |
$899K - $910K
|
122K
$9.47M
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
11.9K+ 4.04% |
$892K - $903K
|
306K
$23.7M
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
11.5KNew |
$861K - $872K
|
11.5K
$888K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
11.3K+ 3.84% |
$849K - $860K
|
306K
$23.7M
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
11.3KNew |
$846K - $856K
|
11.3K
$872K
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
11.2K+ 368.11% |
$843K - $854K
|
14.3K
$1.11M
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
11.1K+ 1.7% |
$835K - $845K
|
666K
$51.5M
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
11.1K+ 110.98% |
$834K - $845K
|
21.2K
$1.64M
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
11.1K+ 98.31% |
$831K - $841K
|
22.3K
$1.73M
|
|
Nov 15, 2023
Q3 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
11K+ 2.44% |
$828K - $838K
|
464K
$35.9M
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11K+ 38.38% |
$826K - $837K
|
39.7K
$3.07M
|
|
Oct 19, 2023
Q3 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
10.9K+ 2.7% |
$819K - $830K
|
415K
$32.1M
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
10.5K+ 13.11% |
$788K - $798K
|
90.7K
$7.01M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.4KNew |
$778K - $788K
|
10.4K
$802K
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
10.3KNew |
$772K - $781K
|
10.3K
$796K
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10.2KNew |
$767K - $777K
|
10.2K
$791K
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
9.98K+ 105.52% |
$748K - $758K
|
19.4K
$1.5M
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.67KNew |
$725K - $734K
|
9.67K
$747K
|
|
Oct 24, 2023
Q3 2023
|
Sofi Wealth, LLC
|
BUY
|
- |
9.6K+ 2.05% |
$719K - $729K
|
479K
$37M
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.36K+ 13.73% |
$701K - $710K
|
77.5K
$5.99M
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
9.2K+ 40.1% |
$690K - $699K
|
32.1K
$2.49M
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
9.09K+ 50.7% |
$681K - $690K
|
27K
$2.09M
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
8.88K+ 4.87% |
$666K - $674K
|
191K
$14.8M
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
BUY
|
- |
8.87K+ 1.42% |
$665K - $673K
|
635K
$49.1M
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
8.43K+ 3.55% |
$632K - $640K
|
246K
$19M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.41K+ 39.2% |
$631K - $639K
|
29.9K
$2.31M
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
8.35K+ 1.87% |
$626K - $634K
|
455K
$35.2M
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
8.28K+ 71.6% |
$620K - $628K
|
19.8K
$1.53M
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
8.22K+ 13.79% |
$616K - $624K
|
67.8K
$5.24M
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
7.9K+ 4.92% |
$593K - $600K
|
169K
$13M
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
BUY
|
- |
7.9KNew |
$592K - $599K
|
7.9K
$610K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.83K+ 0.99% |
$587K - $595K
|
801K
$61.9M
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
7.81K+ 34.0% |
$585K - $593K
|
30.8K
$2.38M
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
7.78K+ 6.52% |
$583K - $591K
|
127K
$9.83M
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
BUY
|
- |
7.74K+ 5.59% |
$580K - $587K
|
146K
$11.3M
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
7.57K+ 4.38% |
$567K - $575K
|
180K
$13.9M
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
7.55K+ 3.62% |
$566K - $573K
|
216K
$16.7M
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
7.54K+ 3.11% |
$565K - $573K
|
250K
$19.3M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.52K+ 64.33% |
$564K - $571K
|
19.2K
$1.49M
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
7.37K+ 6.67% |
$553K - $560K
|
118K
$9.12M
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.17KNew |
$538K - $544K
|
7.17K
$554K
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
7.08K+ 24.76% |
$531K - $538K
|
35.7K
$2.76M
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.87KNew |
$515K - $522K
|
6.87K
$531K
|
|
Nov 03, 2023
Q3 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
6.7K+ 1.31% |
$502K - $509K
|
517K
$40M
|
|
Nov 03, 2023
Q3 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
6.54K+ 3.76% |
$490K - $496K
|
180K
$14M
|