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 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-10.3K- 51.89% |
$768K - $793K
|
9.54K
$738K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-10.6K- 21.5% |
$788K - $813K
|
38.5K
$2.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-10.6K- 56.88% |
$791K - $816K
|
8.03K
$621K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.7K- 0.42% |
$800K - $825K
|
2.53M
$195M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.9K- 12.04% |
$813K - $839K
|
79.6K
$6.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-11.2K- 18.39% |
$833K - $860K
|
49.5K
$3.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-11.3K- 1.41% |
$845K - $872K
|
794K
$61.4M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11.4K- 52.67% |
$851K - $879K
|
10.3K
$793K
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
SELL
|
- |
-11.4K- 72.97% |
$854K - $882K
|
4.24K
$328K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-11.5K- 13.2% |
$855K - $883K
|
75.3K
$5.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-11.6K- 29.1% |
$866K - $894K
|
28.3K
$2.19M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-11.8K- 2.58% |
$877K - $905K
|
443K
$34.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 78.67% |
$881K - $909K
|
3.2K
$247K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-12.1K- 50.54% |
$900K - $929K
|
11.8K
$912K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-12.1K- 10.62% |
$906K - $935K
|
102K
$7.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-12.3K- 6.99% |
$919K - $948K
|
164K
$12.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-12.5K- 3.44% |
$932K - $962K
|
351K
$27.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-13.1K- 5.8% |
$977K - $1.01M
|
212K
$16.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-13.4K- 9.63% |
$997K - $1.03M
|
125K
$9.68M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-13.4K- 10.99% |
$1M - $1.03M
|
109K
$8.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-13.5K- 42.49% |
$1.01M - $1.04M
|
18.3K
$1.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-13.6K- 5.7% |
$1.01M - $1.05M
|
225K
$17.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-13.8K- 4.06% |
$1.03M - $1.06M
|
325K
$25.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-13.9K- 17.89% |
$1.04M - $1.07M
|
63.7K
$4.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-14.5K- 3.81% |
$1.08M - $1.12M
|
366K
$28.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-14.6K- 48.57% |
$1.09M - $1.12M
|
15.5K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-14.8K- 54.2% |
$1.11M - $1.14M
|
12.5K
$970K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-15.6K- 25.5% |
$1.16M - $1.2M
|
45.5K
$3.52M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-15.7K- 24.26% |
$1.17M - $1.21M
|
48.9K
$3.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-16.2K- 6.21% |
$1.21M - $1.25M
|
244K
$18.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-16.2K- 31.24% |
$1.21M - $1.25M
|
35.7K
$2.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-16.4K- 98.41% |
$1.22M - $1.26M
|
264
$20.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-16.4K- 15.12% |
$1.22M - $1.26M
|
92.1K
$7.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-16.5K- 17.03% |
$1.23M - $1.27M
|
80.3K
$6.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-16.9K- 2.29% |
$1.26M - $1.3M
|
719K
$55.6M
|
|
|
Jan 19, 2024
Q4 2023
|
New Capital Management LP
|
SELL
|
- |
-17.2K- 30.02% |
$1.28M - $1.32M
|
40.1K
$3.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17.3K- 5.89% |
$1.29M - $1.33M
|
276K
$21.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-17.5K- 8.83% |
$1.31M - $1.35M
|
181K
$14M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-17.5K- 25.14% |
$1.31M - $1.35M
|
52.2K
$4.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-17.9K- 10.25% |
$1.33M - $1.38M
|
156K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-18K- 57.57% |
$1.34M - $1.38M
|
13.2K
$1.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
SELL
|
- |
-18.2K- 23.64% |
$1.36M - $1.4M
|
58.7K
$4.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-18.3K- 20.79% |
$1.37M - $1.41M
|
69.7K
$5.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-18.5K- 32.48% |
$1.38M - $1.42M
|
38.4K
$2.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
SELL
|
- |
-19.5K- 62.95% |
$1.45M - $1.5M
|
11.5K
$886K
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-20.3K- 56.19% |
$1.52M - $1.57M
|
15.9K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-21.8K- 8.76% |
$1.63M - $1.68M
|
227K
$17.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-22.2K- 14.4% |
$1.66M - $1.71M
|
132K
$10.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-24.2K- 44.79% |
$1.81M - $1.87M
|
29.9K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-24.5K- 25.17% |
$1.83M - $1.89M
|
72.8K
$5.63M
|