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 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.33K+ 31.26% |
$621K - $641K
|
35K
$2.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.32K+ 92.69% |
$621K - $641K
|
17.3K
$1.34M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
8.31K+ 37.42% |
$620K - $640K
|
30.5K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
8.17K+ 1.76% |
$610K - $629K
|
472K
$36.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
8.17KNew |
$610K - $629K
|
8.17K
$631K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
8.09K+ 5.76% |
$604K - $623K
|
149K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.06KNew |
$602K - $621K
|
8.06K
$623K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
7.84K+ 2.56% |
$585K - $604K
|
314K
$24.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
7.73K+ 70.15% |
$577K - $596K
|
18.8K
$1.45M
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.72KNew |
$576K - $595K
|
7.72K
$597K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
7.7KNew |
$575K - $593K
|
7.7K
$596K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7.65KNew |
$571K - $590K
|
7.65K
$592K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
7.47KNew |
$558K - $576K
|
7.47K
$578K
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
7.43KNew |
$554K - $572K
|
7.43K
$574K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
7.38K+ 126.51% |
$551K - $568K
|
13.2K
$1.02M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7.32K+ 14.26% |
$547K - $564K
|
58.7K
$4.54M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
7.32KNew |
$546K - $564K
|
7.32K
$566K
|
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7.17K+ 1.62% |
$535K - $553K
|
450K
$34.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
7.1K+ 10.62% |
$530K - $547K
|
73.9K
$5.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
7KNew |
$523K - $539K
|
7K
$541K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
6.96K+ 47.65% |
$519K - $536K
|
21.6K
$1.67M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
6.93KNew |
$517K - $534K
|
6.93K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.88K+ 8.94% |
$514K - $530K
|
83.9K
$6.49M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.83KNew |
$509K - $526K
|
6.83K
$528K
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
6.81K+ 5.36% |
$508K - $525K
|
134K
$10.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
6.81K+ 35.02% |
$508K - $524K
|
26.2K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6.62KNew |
$494K - $510K
|
6.62K
$512K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
6.51K+ 0.89% |
$486K - $501K
|
735K
$56.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
6.45K+ 16.43% |
$481K - $497K
|
45.7K
$3.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
6.42K+ 5.88% |
$479K - $495K
|
116K
$8.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.32KNew |
$471K - $486K
|
6.32K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.11KNew |
$456K - $470K
|
6.11K
$472K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6.07K+ 18.68% |
$453K - $468K
|
38.6K
$2.98M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.96K+ 27.26% |
$445K - $459K
|
27.8K
$2.15M
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
5.9KNew |
$441K - $455K
|
5.9K
$456K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
5.88K+ 11.37% |
$439K - $453K
|
57.6K
$4.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
5.87K+ 41.08% |
$438K - $452K
|
20.2K
$1.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
5.79K+ 16.16% |
$432K - $446K
|
41.6K
$3.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
5.77K+ 2.76% |
$430K - $444K
|
214K
$16.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.71K+ 3.32% |
$426K - $440K
|
178K
$13.7M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
5.64K+ 0.55% |
$421K - $435K
|
1.03M
$79.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.63K+ 17.74% |
$421K - $434K
|
37.4K
$2.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
5.49K+ 3.83% |
$409K - $423K
|
149K
$11.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
5.38KNew |
$402K - $414K
|
5.38K
$416K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.38KNew |
$401K - $414K
|
5.38K
$416K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
5.29KNew |
$395K - $408K
|
5.29K
$409K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
5.1K+ 0.72% |
$381K - $393K
|
717K
$55.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.06K+ 7.88% |
$378K - $390K
|
69.3K
$5.36M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5.03KNew |
$375K - $387K
|
5.03K
$389K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.98K+ 12.03% |
$372K - $384K
|
46.4K
$3.58M
|