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 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-2.9K- 38.69% |
$216K - $223K
|
4.6K
$356K
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.93K- 1.22% |
$218K - $225K
|
238K
$18.4M
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.96K- 8.64% |
$221K - $228K
|
31.3K
$2.43M
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-2.99KClosed |
$223K - $230K
|
0
$0
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3K- 30.23% |
$224K - $231K
|
6.93K
$537K
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-3.02K- 50.0% |
$225K - $233K
|
3.02K
$234K
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.04K- 1.93% |
$227K - $234K
|
154K
$12M
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.04K- 23.22% |
$227K - $234K
|
10.1K
$780K
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3.07K- 9.37% |
$229K - $237K
|
29.7K
$2.3M
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.1K- 9.57% |
$231K - $238K
|
29.2K
$2.27M
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3.13K- 91.86% |
$233K - $241K
|
277
$21.5K
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-3.14K- 32.1% |
$234K - $242K
|
6.64K
$515K
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-3.15K- 9.45% |
$235K - $243K
|
30.2K
$2.34M
|
|
Jan 26, 2024
Q4 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-3.2K- 15.46% |
$239K - $246K
|
17.5K
$1.36M
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-3.21KClosed |
$240K - $247K
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.27K- 3.4% |
$244K - $252K
|
92.9K
$7.2M
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-3.29K- 40.81% |
$245K - $253K
|
4.77K
$370K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.32K- 36.47% |
$248K - $256K
|
5.78K
$448K
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-3.35K- 1.77% |
$250K - $258K
|
187K
$14.5M
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.41K- 7.74% |
$254K - $262K
|
40.6K
$3.15M
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.42K- 5.69% |
$255K - $263K
|
56.7K
$4.39M
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.46K- 2.91% |
$258K - $266K
|
115K
$8.94M
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3.48K- 29.32% |
$259K - $268K
|
8.38K
$650K
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.52K- 23.1% |
$263K - $271K
|
11.7K
$909K
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-3.57K- 55.92% |
$266K - $275K
|
2.81K
$218K
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.7K- 7.9% |
$276K - $285K
|
43.1K
$3.34M
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.83K- 74.93% |
$286K - $295K
|
1.28K
$99.3K
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.91K- 3.77% |
$292K - $301K
|
99.8K
$7.74M
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.97K- 51.36% |
$297K - $306K
|
3.76K
$292K
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-4.05K- 4.62% |
$302K - $312K
|
83.6K
$6.48M
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-4.05K- 37.29% |
$302K - $312K
|
6.81K
$528K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.06K- 13.58% |
$303K - $312K
|
25.8K
$2M
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-4.2K- 3.56% |
$314K - $324K
|
114K
$8.82M
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.26K- 43.69% |
$318K - $328K
|
5.49K
$426K
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-4.28K- 15.88% |
$320K - $330K
|
22.7K
$1.76M
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-4.41K- 9.2% |
$329K - $339K
|
43.5K
$3.37M
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-4.59K- 6.47% |
$343K - $354K
|
66.4K
$5.15M
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-4.62K- 39.74% |
$345K - $356K
|
7.01K
$544K
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-4.63K- 14.38% |
$346K - $357K
|
27.6K
$2.14M
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-4.64K- 2.43% |
$347K - $358K
|
186K
$14.5M
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.79K- 10.08% |
$358K - $369K
|
42.8K
$3.32M
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.8K- 2.64% |
$358K - $370K
|
177K
$13.7M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.84K- 37.41% |
$361K - $372K
|
8.09K
$627K
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-4.84K- 9.62% |
$361K - $373K
|
45.5K
$3.53M
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-4.85K- 25.65% |
$362K - $374K
|
14.1K
$1.09M
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-4.89K- 0.87% |
$365K - $376K
|
554K
$42.9M
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.89K- 6.57% |
$365K - $376K
|
69.5K
$5.39M
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-4.92K- 18.42% |
$367K - $379K
|
21.8K
$1.69M
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.01K- 15.59% |
$374K - $386K
|
27.1K
$2.1M
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-5.03K- 2.22% |
$375K - $387K
|
221K
$17.1M
|