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 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-624- 9.45% |
$46.6K - $48.1K
|
5.98K
$464K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-630- 4.91% |
$47K - $48.5K
|
12.2K
$947K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-633- 74.65% |
$47.2K - $48.8K
|
215
$16.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-650- 0.55% |
$48.5K - $50.1K
|
118K
$9.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-654- 52.07% |
$48.8K - $50.4K
|
602
$46.7K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-660- 6.8% |
$49.3K - $50.8K
|
9.05K
$702K
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-666- 4.1% |
$49.7K - $51.3K
|
15.6K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-666- 8.95% |
$49.7K - $51.3K
|
6.77K
$525K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-667- 0.77% |
$49.8K - $51.4K
|
85.8K
$6.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-700- 0.87% |
$52.2K - $53.9K
|
79.5K
$6.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-702- 2.18% |
$52.4K - $54.1K
|
31.4K
$2.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-714- 13.85% |
$53.3K - $55K
|
4.44K
$345K
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-729- 7.47% |
$54.4K - $56.2K
|
9.03K
$700K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-737- 61.26% |
$55K - $56.8K
|
466
$36.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
SELL
|
- |
-740- 4.38% |
$55.2K - $57K
|
16.2K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-763- 1.53% |
$57K - $58.8K
|
49.2K
$3.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-765- 6.31% |
$57.1K - $58.9K
|
11.4K
$881K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-766- 8.41% |
$57.2K - $59K
|
8.34K
$647K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-776- 22.11% |
$57.9K - $59.8K
|
2.73K
$212K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-779- 15.56% |
$58.1K - $60K
|
4.23K
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-787- 41.55% |
$58.7K - $60.6K
|
1.11K
$85.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-790- 1.9% |
$59K - $60.9K
|
40.7K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-791- 4.25% |
$59K - $60.9K
|
17.8K
$1.38M
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-795- 3.4% |
$59.3K - $61.2K
|
22.6K
$1.75M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-795- 1.91% |
$59.3K - $61.2K
|
40.9K
$3.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-803- 11.17% |
$59.9K - $61.9K
|
6.39K
$495K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-807- 6.58% |
$60.2K - $62.2K
|
11.5K
$888K
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-821- 0.45% |
$61.3K - $63.2K
|
180K
$13.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-834- 7.99% |
$62.2K - $64.2K
|
9.61K
$745K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-844- 5.07% |
$63K - $65K
|
15.8K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-858- 2.46% |
$64K - $66.1K
|
34.1K
$2.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-876- 4.07% |
$65.4K - $67.5K
|
20.6K
$1.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-877- 2.93% |
$65.5K - $67.6K
|
29.1K
$2.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-883- 22.19% |
$65.9K - $68K
|
3.1K
$240K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-893- 6.55% |
$66.7K - $68.8K
|
12.7K
$988K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-902- 13.41% |
$67.3K - $69.5K
|
5.83K
$452K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-908- 24.59% |
$67.8K - $69.9K
|
2.78K
$216K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-914- 6.64% |
$68.2K - $70.4K
|
12.8K
$996K
|
|
|
Feb 13, 2024
Q4 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-925- 0.66% |
$69K - $71.3K
|
139K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-951- 12.83% |
$71K - $73.3K
|
6.46K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-959- 0.89% |
$71.6K - $73.9K
|
107K
$8.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-960- 0.78% |
$71.7K - $73.9K
|
121K
$9.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-977- 24.89% |
$72.9K - $75.3K
|
2.95K
$229K
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-997- 1.84% |
$74.4K - $76.8K
|
53.3K
$4.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-998- 2.15% |
$74.5K - $76.9K
|
45.3K
$3.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1K- 56.66% |
$74.6K - $77K
|
765
$59.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1.01K- 2.94% |
$75.2K - $77.6K
|
33.3K
$2.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-1.03K- 3.53% |
$76.7K - $79.2K
|
28.1K
$2.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.03K- 7.47% |
$77.1K - $79.6K
|
12.8K
$992K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.05K- 0.99% |
$78.4K - $81K
|
105K
$8.18M
|