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 |
---|---|---|---|---|---|---|---|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1.05K+ 16.28% |
$78.4K - $80.6K
|
7.5K
$580K
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.05K+ 8.74% |
$78.1K - $80.3K
|
13K
$1.01M
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.04K+ 2.75% |
$77.4K - $79.6K
|
38.7K
$2.99M
|
|
Apr 27, 2023
Q1 2023
|
Brewster Financial Planning LLC
|
BUY
|
- |
1.04K+ 0.65% |
$77.4K - $79.5K
|
160K
$12.4M
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
BUY
|
- |
1.01K+ 2.3% |
$75.6K - $77.8K
|
45K
$3.48M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.01K+ 0.35% |
$75.2K - $77.3K
|
288K
$22.2M
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
1K+ 10.42% |
$74.7K - $76.8K
|
10.6K
$820K
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
998+ 16.95% |
$74.5K - $76.6K
|
6.89K
$532K
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
994+ 0.65% |
$74.2K - $76.3K
|
155K
$11.9M
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
993+ 28.52% |
$74.1K - $76.2K
|
4.48K
$346K
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
984+ 13.74% |
$73.5K - $75.5K
|
8.15K
$630K
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
975+ 2.25% |
$72.8K - $74.8K
|
44.3K
$3.43M
|
|
May 08, 2023
Q1 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
975New |
$72.8K - $74.8K
|
975
$75.4K
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
967+ 4.92% |
$72.2K - $74.2K
|
20.6K
$1.6M
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
936+ 4.1% |
$69.9K - $71.8K
|
23.8K
$1.84M
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
931+ 3.17% |
$69.5K - $71.5K
|
30.3K
$2.34M
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
910+ 4.74% |
$67.9K - $69.9K
|
20.1K
$1.56M
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
902+ 2.39% |
$67.4K - $69.2K
|
38.7K
$2.99M
|
|
May 15, 2023
Q1 2023
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
875+ 83.41% |
$65.3K - $67.2K
|
1.92K
$149K
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
858+ 2.37% |
$64.1K - $65.9K
|
37.1K
$2.87M
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
831+ 3.78% |
$62.1K - $63.8K
|
22.8K
$1.76M
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
824+ 8.64% |
$61.5K - $63.3K
|
10.4K
$801K
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
795+ 27.37% |
$59.4K - $61K
|
3.7K
$286K
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
791+ 26.9% |
$59.1K - $60.7K
|
3.73K
$289K
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
785+ 2.24% |
$58.6K - $60.3K
|
35.8K
$2.77M
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
784+ 0.49% |
$58.5K - $60.2K
|
162K
$12.5M
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
759+ 11.51% |
$56.7K - $58.3K
|
7.36K
$569K
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
756+ 16.62% |
$56.5K - $58K
|
5.31K
$410K
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
717+ 7.46% |
$53.5K - $55K
|
10.3K
$799K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
694+ 10.34% |
$51.8K - $53.3K
|
7.41K
$573K
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
686New |
$51.2K - $52.7K
|
686
$53K
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
669+ 16.77% |
$50K - $51.4K
|
4.66K
$360K
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
662+ 3.59% |
$49.4K - $50.8K
|
19.1K
$1.48M
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
657+ 6.07% |
$49.1K - $50.4K
|
11.5K
$888K
|
|
May 08, 2023
Q1 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
621+ 3.78% |
$46.4K - $47.7K
|
17.1K
$1.32M
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
603+ 0.84% |
$45K - $46.3K
|
72.3K
$5.59M
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
589+ 8.19% |
$44K - $45.2K
|
7.78K
$602K
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
584+ 0.7% |
$43.6K - $44.8K
|
83.8K
$6.48M
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
584New |
$43.6K - $44.8K
|
584
$45.2K
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
566+ 187.42% |
$42.3K - $43.4K
|
868
$67.1K
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
550+ 12.45% |
$41.1K - $42.2K
|
4.97K
$384K
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
530+ 1.7% |
$39.6K - $40.7K
|
31.7K
$2.45M
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
528+ 2.22% |
$39.4K - $40.5K
|
24.3K
$1.88M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
511+ 4.09% |
$38.2K - $39.2K
|
13K
$1M
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
508+ 12.99% |
$37.9K - $39K
|
4.42K
$342K
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
506+ 4.8% |
$37.8K - $38.8K
|
11.1K
$855K
|
|
May 15, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
494+ 8.15% |
$36.9K - $37.9K
|
6.56K
$507K
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
482+ 1.27% |
$36K - $37K
|
38.4K
$2.97M
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
477+ 17.26% |
$35.6K - $36.6K
|
3.24K
$251K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
467+ 0.85% |
$34.9K - $35.8K
|
55.7K
$4.3M
|