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 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
23.4K+ 5.31% |
$1.75M - $1.8M
|
465K
$35.9M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
23.4K+ 34.54% |
$1.75M - $1.8M
|
91.1K
$7.04M
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
23.2K+ 3.22% |
$1.73M - $1.78M
|
742K
$57.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
23K+ 5.48% |
$1.72M - $1.76M
|
442K
$34.2M
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
22.6K+ 26.65% |
$1.69M - $1.73M
|
107K
$8.29M
|
|
|
Apr 20, 2023
Q1 2023
|
Fort Henry Capital, LLC
|
BUY
|
- |
22.5K+ 8.73% |
$1.68M - $1.73M
|
281K
$21.7M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
22.3K+ 10.22% |
$1.67M - $1.71M
|
241K
$18.6M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
22.1KNew |
$1.65M - $1.69M
|
22.1K
$1.71M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.8K+ 1.63% |
$1.63M - $1.67M
|
1.36M
$105M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.7K+ 5.04% |
$1.62M - $1.67M
|
452K
$35M
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
21.2KNew |
$1.59M - $1.63M
|
21.2K
$1.64M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
21.1KNew |
$1.57M - $1.62M
|
21.1K
$1.63M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
21K+ 300.9% |
$1.57M - $1.61M
|
28K
$2.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
20.5K+ 41.99% |
$1.53M - $1.57M
|
69.2K
$5.35M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
20.5K+ 2.33% |
$1.53M - $1.57M
|
899K
$69.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
20.3K+ 61.02% |
$1.52M - $1.56M
|
53.7K
$4.15M
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
19.7K+ 12.44% |
$1.47M - $1.51M
|
178K
$13.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
19.7K+ 15.37% |
$1.47M - $1.51M
|
148K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
19.4KNew |
$1.45M - $1.49M
|
19.4K
$1.5M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.3K+ 130.17% |
$1.44M - $1.48M
|
34.1K
$2.64M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
19.2K+ 4.41% |
$1.44M - $1.48M
|
455K
$35.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
19K+ 32.28% |
$1.42M - $1.46M
|
77.7K
$6.01M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
18.9K+ 7.51% |
$1.41M - $1.45M
|
271K
$21M
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
18.8K+ 44.78% |
$1.4M - $1.44M
|
60.7K
$4.69M
|
|
|
Apr 14, 2023
Q1 2023
|
Sofi Wealth, LLC
|
BUY
|
- |
18.5K+ 4.27% |
$1.38M - $1.42M
|
452K
$34.9M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18.1K+ 129.93% |
$1.35M - $1.39M
|
32K
$2.47M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
17.8KNew |
$1.33M - $1.37M
|
17.8K
$1.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
17.6K+ 40.37% |
$1.31M - $1.35M
|
61.2K
$4.73M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
17.3K+ 50.24% |
$1.29M - $1.33M
|
51.7K
$4M
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
16.9K+ 4.15% |
$1.26M - $1.3M
|
424K
$32.8M
|
|
|
May 09, 2023
Q1 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
16.4K+ 12.4% |
$1.22M - $1.26M
|
148K
$11.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
16K+ 11.95% |
$1.19M - $1.22M
|
149K
$11.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
15.9K+ 2.58% |
$1.18M - $1.22M
|
632K
$48.8M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
15.1K+ 17.25% |
$1.13M - $1.16M
|
103K
$7.96M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.1K+ 3.99% |
$1.13M - $1.16M
|
394K
$30.5M
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
15.1KNew |
$1.13M - $1.16M
|
15.1K
$1.17M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
14.7K+ 209.07% |
$1.09M - $1.12M
|
21.7K
$1.67M
|
|
|
Apr 20, 2023
Q1 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
14.6K+ 4.72% |
$1.09M - $1.12M
|
324K
$25M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
14.1K+ 6.67% |
$1.05M - $1.08M
|
225K
$17.4M
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
13.9KNew |
$1.04M - $1.07M
|
13.9K
$1.08M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
13.7KNew |
$1.02M - $1.05M
|
13.7K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13.5K+ 14.87% |
$1.01M - $1.04M
|
104K
$8.05M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
13.5K+ 437.51% |
$1.01M - $1.03M
|
16.6K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
12.6K+ 7.31% |
$943K - $970K
|
185K
$14.3M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
12.6KNew |
$942K - $968K
|
12.6K
$975K
|
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
12.5K+ 2.19% |
$935K - $962K
|
584K
$45.1M
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
12.3K+ 34.04% |
$920K - $946K
|
48.5K
$3.75M
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
12.2K+ 245.51% |
$914K - $940K
|
17.2K
$1.33M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
11.8K+ 7.73% |
$884K - $909K
|
165K
$12.8M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
11.7K+ 30.2% |
$877K - $901K
|
50.6K
$3.91M
|