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 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
59.5K+ 10.36% |
$4.44M - $4.57M
|
634K
$49M
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
BUY
|
- |
58.8K+ 11.62% |
$4.39M - $4.51M
|
565K
$43.7M
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
58KNew |
$4.33M - $4.45M
|
58K
$4.48M
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
57.7K+ 50.79% |
$4.31M - $4.43M
|
171K
$13.2M
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
55.5K+ 74.43% |
$4.14M - $4.26M
|
130K
$10.1M
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
51.9K+ 8.44% |
$3.87M - $3.98M
|
666K
$51.5M
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
51.5K+ 9.55% |
$3.85M - $3.95M
|
591K
$45.7M
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
50.5KNew |
$3.77M - $3.88M
|
50.5K
$3.91M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
48.8K+ 1.74% |
$3.64M - $3.74M
|
2.86M
$221M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
48.3K+ 18.53% |
$3.61M - $3.71M
|
309K
$23.9M
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
45K+ 71.3% |
$3.36M - $3.46M
|
108K
$8.37M
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
44.9K+ 3.57% |
$3.36M - $3.45M
|
1.3M
$101M
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
44.6KNew |
$3.33M - $3.42M
|
44.6K
$3.45M
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
44.2K+ 6.51% |
$3.3M - $3.39M
|
723K
$55.9M
|
|
May 15, 2023
Q1 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
43.3KNew |
$3.24M - $3.33M
|
43.3K
$3.35M
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
42.6KNew |
$3.18M - $3.27M
|
42.6K
$3.29M
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
42.4K+ 7.91% |
$3.17M - $3.25M
|
578K
$44.7M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
42.3K+ 1.66% |
$3.16M - $3.25M
|
2.59M
$200M
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
42.2KNew |
$3.15M - $3.24M
|
42.2K
$3.26M
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
40.8K+ 7.21% |
$3.05M - $3.13M
|
607K
$46.9M
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
39.7K+ 28.42% |
$2.96M - $3.04M
|
179K
$13.9M
|
|
Apr 26, 2023
Q1 2023
|
Ht Partners LLC
|
BUY
|
- |
39.3K+ 16.32% |
$2.94M - $3.02M
|
280K
$21.7M
|
|
May 05, 2023
Q1 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
39.2K+ 10.89% |
$2.93M - $3.01M
|
399K
$30.9M
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
37.5K+ 136.99% |
$2.8M - $2.88M
|
64.8K
$5.01M
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
37.2KNew |
$2.78M - $2.86M
|
37.2K
$2.88M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37K+ 50.38% |
$2.76M - $2.84M
|
110K
$8.53M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
36.8K+ 21.57% |
$2.75M - $2.83M
|
208K
$16M
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
36.5K+ 319.66% |
$2.73M - $2.8M
|
47.9K
$3.71M
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
35.3K+ 4.81% |
$2.64M - $2.71M
|
770K
$59.5M
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
34.1K+ 18.07% |
$2.55M - $2.62M
|
223K
$17.2M
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
32.7KNew |
$2.44M - $2.51M
|
32.7K
$2.53M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.5K+ 90.6% |
$2.42M - $2.49M
|
68.3K
$5.28M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
31.6K+ 8.12% |
$2.36M - $2.43M
|
421K
$32.5M
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
31.4KNew |
$2.35M - $2.41M
|
31.4K
$2.43M
|
|
Sep 18, 2023
Q1 2023
|
Washington Capital Management Inc
|
BUY
|
- |
29.5K+ 50.43% |
$2.2M - $2.26M
|
88K
$6.8M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
29.4K+ 2.16% |
$2.2M - $2.26M
|
1.39M
$107M
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
29.2K+ 7.11% |
$2.18M - $2.25M
|
441K
$34.1M
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
28.9K+ 23.1% |
$2.16M - $2.22M
|
154K
$11.9M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
28.6K+ 11.09% |
$2.13M - $2.19M
|
286K
$22.1M
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
27.9K+ 6.23% |
$2.09M - $2.14M
|
476K
$36.8M
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
27.9KNew |
$2.08M - $2.14M
|
27.9K
$2.16M
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
27.7K+ 18.56% |
$2.07M - $2.13M
|
177K
$13.7M
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
27.4KNew |
$2.05M - $2.1M
|
27.4K
$2.12M
|
|
Apr 21, 2023
Q1 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
27.2K+ 15.73% |
$2.03M - $2.08M
|
200K
$15.4M
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
26.7K+ 14.56% |
$2M - $2.05M
|
210K
$16.3M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
26.7KNew |
$1.99M - $2.05M
|
26.7K
$2.06M
|
|
May 11, 2023
Q1 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
26.2K+ 11.62% |
$1.96M - $2.01M
|
252K
$19.5M
|
|
May 08, 2023
Q1 2023
|
Zeit Capital LLC
|
BUY
|
- |
25.5K+ 28.84% |
$1.9M - $1.96M
|
114K
$8.81M
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
24.3KNew |
$1.81M - $1.87M
|
24.3K
$1.88M
|
|
Aug 10, 2023
Q1 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
24.2K+ 68.52% |
$1.8M - $1.85M
|
59.4K
$4.59M
|