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 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.73K+ 442.56% |
$129K - $133K
|
2.12K
$164K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.7K+ 6.56% |
$127K - $131K
|
27.5K
$2.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.66K+ 55.13% |
$124K - $128K
|
4.67K
$361K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.65KNew |
$123K - $127K
|
1.65K
$128K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.61K+ 16.76% |
$120K - $124K
|
11.2K
$867K
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.59K+ 4.75% |
$119K - $122K
|
35K
$2.71M
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
BUY
|
- |
1.58K+ 17.13% |
$118K - $122K
|
10.8K
$834K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.58KNew |
$118K - $122K
|
1.58K
$122K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.54K+ 2.9% |
$115K - $119K
|
54.6K
$4.22M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.53K+ 2.04% |
$114K - $118K
|
76.7K
$5.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.5K+ 12.37% |
$112K - $116K
|
13.6K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.5K+ 11.11% |
$112K - $116K
|
15K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.42K+ 18.14% |
$106K - $109K
|
9.25K
$715K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.41K+ 0.46% |
$105K - $109K
|
308K
$23.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.4K+ 1666.67% |
$104K - $108K
|
1.48K
$115K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.33K+ 11.96% |
$98.9K - $102K
|
12.4K
$959K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.31KNew |
$98.1K - $101K
|
1.31K
$102K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.27K+ 9.46% |
$94.5K - $97.5K
|
14.7K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.26KNew |
$94K - $97.1K
|
1.26K
$97.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.23K+ 5.98% |
$92.1K - $95.1K
|
21.9K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.2K+ 4.41% |
$89.8K - $92.7K
|
28.5K
$2.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.19K+ 12.61% |
$88.4K - $91.3K
|
10.6K
$818K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.18KNew |
$88.1K - $91K
|
1.18K
$91.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
1.18K+ 16.95% |
$88.1K - $90.9K
|
8.14K
$629K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
1.17K+ 44.06% |
$87.6K - $90.4K
|
3.84K
$297K
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.11K+ 3.46% |
$83.1K - $85.8K
|
33.3K
$2.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.05K+ 3.06% |
$78.5K - $81K
|
35.4K
$2.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.05K+ 35.15% |
$78.4K - $80.9K
|
4.04K
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.04K+ 14.29% |
$77.7K - $80.2K
|
8.33K
$644K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
1.01K+ 2.27% |
$75K - $77.4K
|
45.3K
$3.5M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1K+ 18.18% |
$74.9K - $77.3K
|
6.52K
$504K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1K+ 30.35% |
$74.6K - $77K
|
4.3K
$332K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
982+ 2.01% |
$73.3K - $75.6K
|
49.7K
$3.85M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
968New |
$72.3K - $74.6K
|
968
$74.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
967+ 4.4% |
$72.2K - $74.5K
|
22.9K
$1.77M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
905+ 34.93% |
$67.5K - $69.7K
|
3.5K
$270K
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
900+ 0.87% |
$67.2K - $69.3K
|
105K
$8.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
891New |
$66.5K - $68.6K
|
891
$68.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
854+ 29.83% |
$63.7K - $65.8K
|
3.72K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
851+ 2.26% |
$63.5K - $65.6K
|
38.5K
$2.98M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
846+ 0.11% |
$63.1K - $65.2K
|
805K
$62.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
808New |
$60.3K - $62.2K
|
808
$62.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
778+ 1.22% |
$58.1K - $59.9K
|
64.6K
$5M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
765+ 2.68% |
$57.1K - $58.9K
|
29.3K
$2.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
754+ 12.24% |
$56.3K - $58.1K
|
6.91K
$534K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
751+ 4.97% |
$56.1K - $57.8K
|
15.9K
$1.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
724New |
$54K - $55.8K
|
724
$56K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
713+ 1.5% |
$53.2K - $54.9K
|
48.4K
$3.74M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
707+ 831.76% |
$52.8K - $54.5K
|
792
$61.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
702+ 7.52% |
$52.4K - $54.1K
|
10K
$776K
|