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 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.31K+ 2.28% |
$173K - $175K
|
104K
$8.02M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.3K+ 45.99% |
$172K - $174K
|
7.29K
$563K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.29K+ 3.67% |
$172K - $174K
|
64.7K
$5M
|
|
|
Nov 01, 2023
Q3 2023
|
Independent Family Office, LLC
|
BUY
|
- |
2.28K+ 26.86% |
$171K - $173K
|
10.8K
$831K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.26K+ 6.83% |
$169K - $171K
|
35.3K
$2.73M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.21K+ 8.38% |
$166K - $168K
|
28.6K
$2.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.2K+ 34.52% |
$165K - $167K
|
8.57K
$663K
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.14K+ 0.79% |
$160K - $162K
|
273K
$21.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
2.1K+ 40.83% |
$158K - $160K
|
7.25K
$561K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.06K+ 0.66% |
$154K - $156K
|
316K
$24.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.98K+ 19.43% |
$148K - $150K
|
12.1K
$939K
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
BUY
|
- |
1.95K+ 11.45% |
$146K - $148K
|
18.9K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.9K+ 8.87% |
$143K - $145K
|
23.4K
$1.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.88K+ 22.6% |
$141K - $143K
|
10.2K
$788K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.87K+ 67.78% |
$140K - $142K
|
4.62K
$358K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.84K+ 16.63% |
$138K - $140K
|
12.9K
$997K
|
|
|
Oct 23, 2023
Q3 2023
|
Better Wealth, LLC
|
BUY
|
- |
1.83K+ 1.08% |
$137K - $139K
|
171K
$13.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.81K+ 1.68% |
$135K - $137K
|
109K
$8.44M
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
BUY
|
- |
1.8K+ 4.96% |
$135K - $137K
|
38.1K
$2.95M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.76K+ 1.85% |
$132K - $134K
|
96.9K
$7.49M
|
|
|
Nov 03, 2023
Q3 2023
|
Acr Alpine Capital Research, LLC
|
BUY
|
- |
1.75K+ 4.22% |
$131K - $133K
|
43.3K
$3.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
1.75K+ 0.32% |
$131K - $133K
|
554K
$42.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
1.71K+ 0.76% |
$128K - $129K
|
225K
$17.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
1.65K+ 15.92% |
$123K - $125K
|
12K
$927K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
1.58K+ 5.47% |
$119K - $120K
|
30.5K
$2.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.56K+ 19.45% |
$117K - $119K
|
9.6K
$742K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.56K+ 9.43% |
$117K - $118K
|
18.1K
$1.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.56KNew |
$117K - $118K
|
1.56K
$120K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.47K+ 9.68% |
$110K - $111K
|
16.6K
$1.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.45K+ 3.23% |
$109K - $110K
|
46.4K
$3.59M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.41K+ 12.55% |
$106K - $107K
|
12.6K
$977K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1.4K+ 0.8% |
$105K - $106K
|
176K
$13.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.36K+ 0.11% |
$102K - $103K
|
1.27M
$98.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.36K+ 29.22% |
$102K - $103K
|
6.03K
$466K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
1.35K+ 7.86% |
$101K - $102K
|
18.5K
$1.43M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.34K+ 2238.33% |
$101K - $102K
|
1.4K
$108K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.34K+ 45.73% |
$100K - $102K
|
4.27K
$330K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
1.31K+ 22.97% |
$98.5K - $99.8K
|
7.03K
$544K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
1.29K+ 16.08% |
$97K - $98.3K
|
9.34K
$722K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.28K+ 4.14% |
$96K - $97.3K
|
32.2K
$2.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.27K+ 5.02% |
$95.5K - $96.7K
|
26.7K
$2.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Darrow Company, Inc.
|
BUY
|
- |
1.27K+ 0.92% |
$95.3K - $96.5K
|
139K
$10.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.26K+ 2.39% |
$94.6K - $95.8K
|
54K
$4.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.26K+ 99.68% |
$94.2K - $95.4K
|
2.52K
$195K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.22K+ 30.22% |
$91.2K - $92.3K
|
5.24K
$405K
|
|
|
Oct 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
BUY
|
- |
1.21K+ 1.02% |
$90.5K - $91.6K
|
120K
$9.25M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.21K+ 9.91% |
$90.5K - $91.6K
|
13.4K
$1.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.18K+ 1.54% |
$88.1K - $89.2K
|
77.4K
$5.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.17K+ 25.25% |
$87.9K - $89K
|
5.81K
$450K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.17K+ 2.38% |
$87.7K - $88.8K
|
50.3K
$3.89M
|