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
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-149K- 89.41% |
$11.1M - $11.5M
|
17.6K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-151K- 38.55% |
$11.3M - $11.6M
|
240K
$18.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-157K- 95.07% |
$11.7M - $12.1M
|
8.13K
$628K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-167K- 38.93% |
$12.5M - $12.8M
|
262K
$20.2M
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-179K- 85.33% |
$13.3M - $13.8M
|
30.7K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-194K- 55.38% |
$14.5M - $14.9M
|
156K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-206K- 97.4% |
$15.4M - $15.9M
|
5.5K
$425K
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-241K- 98.32% |
$18M - $18.5M
|
4.12K
$318K
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-263K- 98.46% |
$19.6M - $20.3M
|
4.1K
$317K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-265K- 8.71% |
$19.8M - $20.4M
|
2.78M
$215M
|
|
|
Jan 18, 2024
Q4 2023
|
Ht Partners LLC
|
SELL
|
- |
-266K- 89.15% |
$19.8M - $20.5M
|
32.3K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-361K- 73.69% |
$26.9M - $27.8M
|
129K
$9.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-366K- 8.08% |
$27.4M - $28.2M
|
4.17M
$322M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-404K- 99.47% |
$30.1M - $31.1M
|
2.15K
$166K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-418K- 39.3% |
$31.2M - $32.2M
|
645K
$49.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-570K- 41.09% |
$42.5M - $43.9M
|
817K
$63.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-606K- 46.1% |
$45.2M - $46.6M
|
708K
$54.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-646K- 98.72% |
$48.2M - $49.8M
|
8.36K
$646K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-703K- 81.47% |
$52.4M - $54.1M
|
160K
$12.4M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-731K- 98.7% |
$54.5M - $56.3M
|
9.61K
$743K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-754K- 10.44% |
$56.3M - $58.1M
|
6.47M
$500M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-859K- 2.88% |
$64.1M - $66.2M
|
28.9M
$2.24B
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.12M- 28.92% |
$83.3M - $86M
|
2.74M
$212M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.08M- 12.16% |
$155M - $160M
|
15M
$1.16B
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.26M- 14.62% |
$169M - $174M
|
13.2M
$1.02B
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.51M- 49.59% |
$187M - $193M
|
2.55M
$197M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.93M- 26.38% |
$219M - $226M
|
8.18M
$633M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.48M- 45.41% |
$334M - $345M
|
5.38M
$416M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.16M- 9.99% |
$385M - $398M
|
46.5M
$3.59B
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-6.5M- 95.42% |
$485M - $500M
|
312K
$24.1M
|