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 |
---|---|---|---|---|---|---|---|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
280+ 3.19% |
$20.9K - $21.6K
|
9.07K
$703K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
269+ 1.72% |
$20.1K - $20.7K
|
15.9K
$1.24M
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
264New |
$19.7K - $20.3K
|
264
$20.5K
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
259+ 0.56% |
$19.3K - $20K
|
46.7K
$3.62M
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
255New |
$19K - $19.6K
|
255
$19.8K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
254+ 2.59% |
$19K - $19.6K
|
10.1K
$781K
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
246New |
$18.4K - $18.9K
|
246
$19.1K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
240+ 3.61% |
$17.9K - $18.5K
|
6.89K
$534K
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
223+ 7.0% |
$16.6K - $17.2K
|
3.41K
$264K
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
210+ 6.68% |
$15.7K - $16.2K
|
3.35K
$260K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
203+ 3.87% |
$15.2K - $15.6K
|
5.44K
$422K
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
202New |
$15.1K - $15.6K
|
202
$15.7K
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
196+ 4.38% |
$14.6K - $15.1K
|
4.67K
$362K
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
193+ 0.8% |
$14.4K - $14.9K
|
24.3K
$1.88M
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
182+ 0.45% |
$13.6K - $14K
|
40.3K
$3.12M
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
178+ 0.17% |
$13.3K - $13.7K
|
105K
$8.11M
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
174New |
$13K - $13.4K
|
174
$13.5K
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
163+ 3.82% |
$12.2K - $12.6K
|
4.43K
$343K
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
152New |
$11.3K - $11.7K
|
152
$11.8K
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
150+ 0.81% |
$11.2K - $11.6K
|
18.6K
$1.44M
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
149New |
$11.1K - $11.5K
|
149
$11.6K
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
148+ 6.97% |
$11K - $11.4K
|
2.27K
$176K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
142+ 146.39% |
$10.6K - $10.9K
|
239
$18.5K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
140New |
$10.4K - $10.8K
|
140
$10.9K
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
130+ 3.19% |
$9.7K - $10K
|
4.21K
$326K
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
129+ 3.66% |
$9.63K - $9.94K
|
3.66K
$284K
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
127+ 0.71% |
$9.48K - $9.78K
|
18K
$1.4M
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
107+ 2.28% |
$7.99K - $8.24K
|
4.79K
$372K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
107+ 5.18% |
$7.99K - $8.24K
|
2.17K
$168K
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
105+ 1.15% |
$7.84K - $8.09K
|
9.27K
$719K
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
BUY
|
- |
103+ 0.51% |
$7.69K - $7.93K
|
20.2K
$1.57M
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
102+ 0.36% |
$7.61K - $7.86K
|
28.2K
$2.18M
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
100New |
$7.46K - $7.7K
|
100
$7.75K
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
99+ 0.43% |
$7.39K - $7.63K
|
22.9K
$1.77M
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
96+ 0.74% |
$7.17K - $7.39K
|
13K
$1.01M
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
96New |
$7.17K - $7.39K
|
96
$7.44K
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
85+ 0.62% |
$6.34K - $6.55K
|
13.8K
$1.07M
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
84+ 2.59% |
$6.27K - $6.47K
|
3.33K
$258K
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
80New |
$5.97K - $6.16K
|
80
$6.2K
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
79+ 0.21% |
$5.9K - $6.09K
|
37.9K
$2.94M
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
79+ 0.98% |
$5.9K - $6.09K
|
8.11K
$629K
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
79+ 0.45% |
$5.9K - $6.09K
|
17.8K
$1.38M
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
76+ 8.78% |
$5.67K - $5.85K
|
942
$73K
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
72+ 0.18% |
$5.37K - $5.55K
|
40.2K
$3.12M
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
70+ 67.31% |
$5.22K - $5.39K
|
174
$13.5K
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
70New |
$5.22K - $5.39K
|
70
$5.43K
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
67+ 2.4% |
$5K - $5.16K
|
2.85K
$221K
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
65+ 0.75% |
$4.85K - $5.01K
|
8.76K
$679K
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
62New |
$4.63K - $4.78K
|
62
$4.81K
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
60+ 1.85% |
$4.48K - $4.62K
|
3.3K
$256K
|