Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
150+ 118.11% |
$11.2K - $11.5K
|
277
$21.4K
|
|
May 08, 2023
Q1 2023
|
Verity Wealth Advisors
|
BUY
|
- |
143+ 1.67% |
$10.7K - $11K
|
8.69K
$672K
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
131New |
$9.78K - $10.1K
|
131
$10.1K
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
129+ 84.31% |
$9.63K - $9.9K
|
282
$21.8K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
125New |
$9.33K - $9.6K
|
125
$9.67K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
107+ 0.99% |
$7.99K - $8.21K
|
10.9K
$842K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
105+ 6.71% |
$7.84K - $8.06K
|
1.67K
$129K
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
103+ 2.21% |
$7.69K - $7.91K
|
4.77K
$369K
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
100+ 0.47% |
$7.47K - $7.68K
|
21.2K
$1.64M
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
96+ 0.55% |
$7.17K - $7.37K
|
17.7K
$1.37M
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
95+ 0.84% |
$7.09K - $7.29K
|
11.4K
$880K
|
|
Aug 03, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
89+ 1.38% |
$6.65K - $6.83K
|
6.56K
$507K
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
83+ 0.16% |
$6.2K - $6.37K
|
52.3K
$4.04M
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
76+ 1.64% |
$5.67K - $5.83K
|
4.71K
$364K
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
73+ 2.46% |
$5.45K - $5.6K
|
3.04K
$235K
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
72+ 0.82% |
$5.38K - $5.53K
|
8.81K
$681K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
66+ 1.37% |
$4.93K - $5.07K
|
4.89K
$378K
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
62+ 1.68% |
$4.63K - $4.76K
|
3.75K
$290K
|
|
May 04, 2023
Q1 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
53+ 1.31% |
$3.96K - $4.07K
|
4.11K
$318K
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
52+ 33.77% |
$3.88K - $3.99K
|
206
$15.9K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
50New |
$3.73K - $3.84K
|
50
$3.87K
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
48+ 1.75% |
$3.58K - $3.68K
|
2.79K
$216K
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
48+ 0.56% |
$3.58K - $3.68K
|
8.63K
$667K
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
47+ 0.35% |
$3.51K - $3.61K
|
13.5K
$1.05M
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
46+ 15.7% |
$3.43K - $3.53K
|
339
$26.2K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
43+ 1.45% |
$3.21K - $3.3K
|
3K
$232K
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
42+ 0.15% |
$3.14K - $3.22K
|
28.8K
$2.23M
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
36+ 1.3% |
$2.69K - $2.76K
|
2.8K
$216K
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
34+ 0.66% |
$2.54K - $2.61K
|
5.15K
$398K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
30New |
$2.24K - $2.3K
|
30
$2.32K
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
29+ 0.52% |
$2.17K - $2.23K
|
5.63K
$435K
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
28+ 0.85% |
$2.09K - $2.15K
|
3.33K
$257K
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
25+ 0.09% |
$1.87K - $1.92K
|
27.7K
$2.14M
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
25+ 0.07% |
$1.87K - $1.92K
|
34.4K
$2.66M
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
22+ 0.17% |
$1.64K - $1.69K
|
12.8K
$990K
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
20+ 0.82% |
$1.49K - $1.54K
|
2.47K
$191K
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
14New |
$1.05K - $1.07K
|
14
$1.08K
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
13+ 0.23% |
$971 - $998
|
5.61K
$434K
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.21% |
$971 - $998
|
6.07K
$469K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
13+ 41.94% |
$971 - $998
|
44
$3.4K
|
|
May 11, 2023
Q1 2023
|
Chico Wealth Ria
|
BUY
|
- |
12+ 0.08% |
$896 - $921
|
14.5K
$1.12M
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
12+ 0.07% |
$896 - $921
|
17.4K
$1.35M
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
12+ 0.33% |
$896 - $921
|
3.68K
$285K
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
11+ 0.32% |
$821 - $844
|
3.47K
$268K
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
10+ 0.34% |
$747 - $768
|
3K
$232K
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
10+ 0.29% |
$747 - $768
|
3.51K
$271K
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9+ 0.32% |
$672 - $691
|
2.85K
$220K
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
9+ 0.02% |
$672 - $691
|
39.3K
$3.04M
|
|
May 09, 2023
Q1 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
9+ 0.26% |
$672 - $691
|
3.48K
$269K
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
8+ 0.03% |
$597 - $614
|
27.6K
$2.14M
|