Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Zeit Capital LLC
|
SELL
|
- |
-125- 0.11% |
$9.44K - $9.62K
|
114K
$8.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-126- 17.97% |
$9.52K - $9.7K
|
575
$44.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-127- 49.8% |
$9.59K - $9.78K
|
128
$9.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-129- 0.35% |
$9.74K - $9.93K
|
36.7K
$2.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-129- 3.84% |
$9.74K - $9.93K
|
3.23K
$250K
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-133- 0.63% |
$10K - $10.2K
|
21.1K
$1.63M
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-136- 66.02% |
$10.3K - $10.5K
|
70
$5.41K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-140- 1.11% |
$10.6K - $10.8K
|
12.5K
$964K
|
|
|
Aug 11, 2023
Q2 2023
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-145- 7.54% |
$11K - $11.2K
|
1.78K
$138K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-146- 5.0% |
$11K - $11.2K
|
2.78K
$215K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-148- 2.46% |
$11.2K - $11.4K
|
5.88K
$454K
|
|
|
Jul 14, 2023
Q2 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-155- 3.28% |
$11.7K - $11.9K
|
4.57K
$353K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-162- 1.57% |
$12.2K - $12.5K
|
10.2K
$786K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-170- 2.92% |
$12.8K - $13.1K
|
5.66K
$438K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-174- 5.89% |
$13.1K - $13.4K
|
2.78K
$215K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-178- 0.55% |
$13.4K - $13.7K
|
32.1K
$2.48M
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
SELL
|
- |
-179- 0.29% |
$13.5K - $13.8K
|
60.6K
$4.68M
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-180- 4.24% |
$13.6K - $13.9K
|
4.07K
$314K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-187- 6.63% |
$14.1K - $14.4K
|
2.64K
$204K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-192- 2.9% |
$14.5K - $14.8K
|
6.43K
$497K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-194- 10.96% |
$14.7K - $14.9K
|
1.58K
$122K
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-197- 1.8% |
$14.9K - $15.2K
|
10.7K
$831K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-198- 3.98% |
$15K - $15.2K
|
4.78K
$369K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-198- 9.07% |
$15K - $15.2K
|
1.99K
$153K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-207- 73.4% |
$15.6K - $15.9K
|
75
$5.8K
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-229- 1.33% |
$17.3K - $17.6K
|
17K
$1.31M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-245- 5.25% |
$18.5K - $18.9K
|
4.42K
$342K
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-246- 3.64% |
$18.6K - $18.9K
|
6.52K
$504K
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-252- 7.48% |
$19K - $19.4K
|
3.12K
$241K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-256- 6.8% |
$19.3K - $19.7K
|
3.51K
$271K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-264- 5.4% |
$19.9K - $20.3K
|
4.63K
$358K
|
|
|
Sep 05, 2023
Q2 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-265- 2.15% |
$20K - $20.4K
|
12.1K
$932K
|
|
|
Jul 24, 2023
Q2 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-268- 0.12% |
$20.2K - $20.6K
|
223K
$17.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-274- 1.96% |
$20.7K - $21.1K
|
13.7K
$1.06M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-283- 6.37% |
$21.4K - $21.8K
|
4.16K
$321K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-285- 2.38% |
$21.5K - $21.9K
|
11.7K
$904K
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-292- 2.82% |
$22.1K - $22.5K
|
10.1K
$778K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-296- 4.16% |
$22.4K - $22.8K
|
6.82K
$527K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-299- 1.23% |
$22.6K - $23K
|
24K
$1.86M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-309- 5.19% |
$23.3K - $23.8K
|
5.64K
$436K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-313- 5.76% |
$23.6K - $24.1K
|
5.12K
$396K
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-320- 6.83% |
$24.2K - $24.6K
|
4.37K
$338K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-338- 3.53% |
$25.5K - $26K
|
9.23K
$714K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-339- 17.11% |
$25.6K - $26.1K
|
1.64K
$127K
|
|
|
Aug 07, 2023
Q2 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-343- 11.4% |
$25.9K - $26.4K
|
2.67K
$206K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-348- 1.78% |
$26.3K - $26.8K
|
19.2K
$1.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-352- 9.26% |
$26.6K - $27.1K
|
3.45K
$267K
|
|
|
Jul 28, 2023
Q2 2023
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-356- 2.97% |
$26.9K - $27.4K
|
11.6K
$900K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-366- 7.14% |
$27.6K - $28.2K
|
4.76K
$368K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-369- 2.72% |
$27.9K - $28.4K
|
13.2K
$1.02M
|