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 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-11.5K- 46.82% |
$855K - $879K
|
13K
$1.01M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-11.5K- 7.41% |
$857K - $881K
|
143K
$11.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-11.5K- 9.95% |
$862K - $886K
|
104K
$8.11M
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-11.6K- 14.13% |
$868K - $892K
|
70.6K
$5.48M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-11.7K- 25.22% |
$877K - $901K
|
34.8K
$2.7M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-12K- 28.4% |
$894K - $919K
|
30.2K
$2.34M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-12.4K- 67.22% |
$922K - $948K
|
6.02K
$467K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-12.4K- 58.66% |
$924K - $950K
|
8.72K
$677K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-13.4K- 46.57% |
$1M - $1.03M
|
15.4K
$1.2M
|
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-13.6K- 18.56% |
$1.02M - $1.04M
|
59.7K
$4.63M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.6K- 9.03% |
$1.02M - $1.05M
|
137K
$10.7M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-13.7K- 10.42% |
$1.02M - $1.05M
|
117K
$9.11M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-14.1K- 29.61% |
$1.06M - $1.09M
|
33.6K
$2.61M
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-14.4K- 47.83% |
$1.07M - $1.1M
|
15.7K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-14.6K- 37.22% |
$1.09M - $1.12M
|
24.7K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14.7K- 2.07% |
$1.1M - $1.13M
|
697K
$54.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-15.3K- 12.78% |
$1.14M - $1.17M
|
104K
$8.11M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-15.4K- 17.23% |
$1.15M - $1.18M
|
74.1K
$5.75M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-15.4K- 8.15% |
$1.15M - $1.18M
|
174K
$13.5M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
SELL
|
- |
-16K- 29.11% |
$1.19M - $1.23M
|
38.9K
$3.02M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-16.8K- 83.29% |
$1.25M - $1.29M
|
3.36K
$261K
|
|
|
Apr 10, 2023
Q1 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-17.2K- 32.52% |
$1.28M - $1.32M
|
35.7K
$2.77M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-17.5K- 99.01% |
$1.31M - $1.35M
|
175
$13.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-18K- 33.4% |
$1.35M - $1.38M
|
35.9K
$2.79M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-18.2K- 22.69% |
$1.36M - $1.4M
|
62.1K
$4.82M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-18.3K- 51.54% |
$1.37M - $1.4M
|
17.2K
$1.34M
|
|
|
May 01, 2023
Q1 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-18.4K- 14.65% |
$1.38M - $1.41M
|
107K
$8.33M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-18.7K- 2.82% |
$1.4M - $1.44M
|
644K
$50M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18.7K- 5.48% |
$1.4M - $1.44M
|
323K
$25.1M
|
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-18.8K- 87.04% |
$1.4M - $1.44M
|
2.79K
$217K
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-18.9K- 32.55% |
$1.41M - $1.45M
|
39.1K
$3.04M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-19K- 2.43% |
$1.42M - $1.46M
|
763K
$59.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-20.4K- 31.78% |
$1.52M - $1.56M
|
43.7K
$3.39M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-20.8K- 15.8% |
$1.55M - $1.59M
|
111K
$8.58M
|
|
|
Aug 23, 2023
Q1 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-21.1K- 46.47% |
$1.58M - $1.62M
|
24.4K
$1.89M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-21.4KClosed |
$1.6M - $1.64M
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-22.3K- 30.82% |
$1.67M - $1.71M
|
50.1K
$3.88M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-22.4K- 11.04% |
$1.67M - $1.72M
|
180K
$14M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-23.7K- 65.24% |
$1.77M - $1.82M
|
12.7K
$982K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-23.8K- 4.1% |
$1.77M - $1.82M
|
556K
$43.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-25.5K- 11.62% |
$1.9M - $1.96M
|
194K
$15M
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-26.2K- 23.05% |
$1.96M - $2.01M
|
87.6K
$6.79M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-26.3K- 1.78% |
$1.96M - $2.02M
|
1.45M
$113M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-26.6K- 21.09% |
$1.99M - $2.04M
|
99.5K
$7.72M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-26.9K- 16.68% |
$2.01M - $2.07M
|
135K
$10.4M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-27.9K- 18.54% |
$2.08M - $2.14M
|
122K
$9.5M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-29.3K- 22.25% |
$2.19M - $2.25M
|
102K
$7.95M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-30.3K- 76.68% |
$2.26M - $2.32M
|
9.21K
$714K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-31.5K- 49.2% |
$2.35M - $2.41M
|
32.5K
$2.52M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-32.2K- 16.45% |
$2.4M - $2.47M
|
163K
$12.7M
|