Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.5M+ 94.79% |
$1.01B - $1.04B
|
27.7M
$2.15B
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.23M+ 58.07% |
$241M - $249M
|
8.79M
$682M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.49MNew |
$186M - $192M
|
2.49M
$193M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.93M+ 10.24% |
$144M - $148M
|
20.7M
$1.61B
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.86M+ 97.71% |
$139M - $144M
|
3.77M
$293M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.08M+ 3.89% |
$81M - $83.5M
|
28.9M
$2.24B
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
731K+ 7561.02% |
$54.5M - $56.3M
|
740K
$57.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
629K+ 655.62% |
$47M - $48.5M
|
725K
$56.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
620K+ 220.02% |
$46.3M - $47.8M
|
902K
$69.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
568K+ 301.18% |
$42.4M - $43.7M
|
756K
$58.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
522K+ 247.76% |
$39M - $40.2M
|
733K
$56.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
437K+ 838.12% |
$32.6M - $33.7M
|
489K
$37.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
424KNew |
$31.7M - $32.7M
|
424K
$32.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
331K+ 10.89% |
$24.7M - $25.5M
|
3.37M
$262M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
321KNew |
$23.9M - $24.7M
|
321K
$24.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
296K+ 2.75% |
$22.1M - $22.8M
|
11.1M
$859M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
283KNew |
$21.1M - $21.8M
|
283K
$21.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
236K+ 5405.02% |
$17.6M - $18.2M
|
240K
$18.6M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
234K+ 20.19% |
$17.4M - $18M
|
1.39M
$108M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
230K+ 103.27% |
$17.1M - $17.7M
|
452K
$35M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
210K+ 2176.35% |
$15.7M - $16.2M
|
220K
$17M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
185KNew |
$13.8M - $14.2M
|
185K
$14.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
176KNew |
$13.1M - $13.6M
|
176K
$13.7M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
175K+ 6.57% |
$13M - $13.5M
|
2.84M
$220M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
173K+ 873.76% |
$12.9M - $13.3M
|
193K
$15M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
171K+ 11.94% |
$12.8M - $13.2M
|
1.6M
$124M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
169K+ 422.06% |
$12.6M - $13.1M
|
210K
$16.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
164K+ 499.57% |
$12.3M - $12.6M
|
197K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
159K+ 2.91% |
$11.9M - $12.3M
|
5.63M
$437M
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
BUY
|
- |
153K+ 25.81% |
$11.4M - $11.8M
|
746K
$57.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
152K+ 3200.76% |
$11.4M - $11.7M
|
157K
$12.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
152KNew |
$11.3M - $11.7M
|
152K
$11.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
149KNew |
$11.1M - $11.5M
|
149K
$11.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
146KNew |
$10.9M - $11.3M
|
146K
$11.4M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
145K+ 704.92% |
$10.8M - $11.2M
|
165K
$12.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
142K+ 538.63% |
$10.6M - $10.9M
|
168K
$13M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
140KNew |
$10.5M - $10.8M
|
140K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
134K+ 1295.69% |
$10M - $10.4M
|
145K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
133KNew |
$9.9M - $10.2M
|
133K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
131K+ 3092.31% |
$9.79M - $10.1M
|
135K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
127KNew |
$9.51M - $9.82M
|
127K
$9.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
125K+ 24.14% |
$9.32M - $9.62M
|
642K
$49.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
121K+ 2.23% |
$9.02M - $9.31M
|
5.54M
$430M
|
|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
115KNew |
$8.59M - $8.86M
|
115K
$8.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
101K+ 22.06% |
$7.51M - $7.75M
|
557K
$43.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
98.7KNew |
$7.36M - $7.6M
|
98.7K
$7.65M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
95.7K+ 6.95% |
$7.14M - $7.37M
|
1.47M
$114M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
94.9KNew |
$7.08M - $7.31M
|
94.9K
$7.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
93.4KNew |
$6.97M - $7.2M
|
93.4K
$7.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
89.8K+ 69.87% |
$6.7M - $6.91M
|
218K
$16.9M
|