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 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1+ 0.01% |
$74.6 - $77
|
10K
$777K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
1+ 0.02% |
$74.6 - $77
|
6.56K
$509K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2- 0.03% |
$149 - $154
|
6.85K
$531K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6- 0.71% |
$448 - $462
|
841
$65.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Chico Wealth Ria
|
SELL
|
- |
-10- 0.06% |
$746 - $770
|
15.9K
$1.23M
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-12- 0.14% |
$896 - $924
|
8.29K
$642K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-12- 0.25% |
$896 - $924
|
4.78K
$371K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-14- 0.38% |
$1.04K - $1.08K
|
3.64K
$283K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-17- 0.06% |
$1.27K - $1.31K
|
29.7K
$2.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-17- 19.54% |
$1.27K - $1.31K
|
70
$5.43K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-17- 19.54% |
$1.27K - $1.31K
|
70
$5.43K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-17- 0.1% |
$1.27K - $1.31K
|
16.4K
$1.27M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-17- 2.41% |
$1.27K - $1.31K
|
688
$53.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-18- 30.0% |
$1.34K - $1.39K
|
42
$3.26K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-20- 0.21% |
$1.49K - $1.54K
|
9.32K
$723K
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-24- 0.76% |
$1.79K - $1.85K
|
3.13K
$242K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.32% |
$1.79K - $1.85K
|
7.51K
$582K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-25- 19.53% |
$1.87K - $1.93K
|
103
$7.99K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-27- 23.48% |
$2.02K - $2.08K
|
88
$6.82K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-28- 18.67% |
$2.09K - $2.16K
|
122
$9.46K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-32- 1.03% |
$2.39K - $2.46K
|
3.07K
$238K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-33- 0.29% |
$2.46K - $2.54K
|
11.4K
$887K
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-33- 0.76% |
$2.46K - $2.54K
|
4.34K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-35- 1.03% |
$2.61K - $2.7K
|
3.38K
$262K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-38- 1.48% |
$2.84K - $2.93K
|
2.53K
$196K
|
|
|
Jan 17, 2024
Q4 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-42- 0.15% |
$3.13K - $3.24K
|
28.3K
$2.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-42- 0.15% |
$3.13K - $3.24K
|
27.2K
$2.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
SELL
|
- |
-42- 0.52% |
$3.13K - $3.24K
|
7.99K
$620K
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-43- 1.17% |
$3.21K - $3.31K
|
3.63K
$281K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-44- 4.86% |
$3.28K - $3.39K
|
861
$66.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-45- 18.15% |
$3.36K - $3.47K
|
203
$15.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-45- 3.72% |
$3.36K - $3.47K
|
1.17K
$90.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-46- 1.35% |
$3.43K - $3.54K
|
3.36K
$260K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-47- 10.31% |
$3.51K - $3.62K
|
409
$31.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-50- 0.58% |
$3.73K - $3.85K
|
8.59K
$666K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-56- 10.94% |
$4.18K - $4.31K
|
456
$35.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-57- 1.69% |
$4.25K - $4.39K
|
3.31K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-63- 2.33% |
$4.7K - $4.85K
|
2.64K
$205K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-65- 2.72% |
$4.85K - $5.01K
|
2.33K
$180K
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-67- 1.53% |
$5K - $5.16K
|
4.3K
$334K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
SELL
|
- |
-68- 2.25% |
$5.08K - $5.24K
|
2.95K
$229K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-69- 2.4% |
$5.15K - $5.32K
|
2.81K
$218K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-72- 1.55% |
$5.37K - $5.55K
|
4.57K
$354K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-73- 0.94% |
$5.45K - $5.62K
|
7.69K
$596K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-75- 1.12% |
$5.6K - $5.78K
|
6.6K
$512K
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-80- 1.15% |
$5.97K - $6.16K
|
6.89K
$534K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-80- 0.4% |
$5.97K - $6.16K
|
19.9K
$1.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-83- 0.71% |
$6.2K - $6.39K
|
11.6K
$901K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-83- 0.71% |
$6.2K - $6.39K
|
11.6K
$901K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-84- 2.46% |
$6.27K - $6.47K
|
3.33K
$258K
|