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 |
---|---|---|---|---|---|---|---|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-703- 6.16% |
$53.1K - $54.1K
|
10.7K
$828K
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-712- 16.97% |
$53.8K - $54.8K
|
3.48K
$269K
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-713- 31.24% |
$53.8K - $54.9K
|
1.57K
$121K
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-724- 10.75% |
$54.7K - $55.7K
|
6.01K
$465K
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-726- 0.48% |
$54.8K - $55.9K
|
152K
$11.7M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-727- 15.61% |
$54.9K - $56K
|
3.93K
$304K
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-727- 27.67% |
$54.9K - $56K
|
1.9K
$147K
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
SELL
|
- |
-742- 13.93% |
$56K - $57.1K
|
4.58K
$354K
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-757- 3.69% |
$57.2K - $58.3K
|
19.7K
$1.53M
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-768- 4.37% |
$58K - $59.1K
|
16.8K
$1.3M
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-776- 4.39% |
$58.6K - $59.7K
|
16.9K
$1.31M
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-779- 3.78% |
$58.8K - $60K
|
19.9K
$1.53M
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-780- 22.06% |
$58.9K - $60K
|
2.76K
$213K
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
SELL
|
- |
-793- 2.23% |
$59.9K - $61K
|
34.7K
$2.69M
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-800- 7.87% |
$60.4K - $61.6K
|
9.37K
$724K
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-809- 3.4% |
$61.1K - $62.3K
|
23K
$1.78M
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-815- 8.42% |
$61.5K - $62.7K
|
8.87K
$686K
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-820- 60.38% |
$61.9K - $63.1K
|
538
$41.6K
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-832- 2.24% |
$62.8K - $64K
|
36.3K
$2.81M
|
|
Jul 31, 2023
Q2 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-850- 3.55% |
$64.2K - $65.4K
|
23.1K
$1.78M
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-853- 1.59% |
$64.4K - $65.7K
|
52.8K
$4.08M
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-860- 9.49% |
$64.9K - $66.2K
|
8.21K
$634K
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-877- 4.68% |
$66.2K - $67.5K
|
17.9K
$1.38M
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-882- 0.19% |
$66.6K - $67.9K
|
475K
$36.8M
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-892- 18.7% |
$67.4K - $68.7K
|
3.88K
$300K
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-896- 89.6% |
$67.7K - $69K
|
104
$8.04K
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-917- 17.8% |
$69.3K - $70.6K
|
4.24K
$327K
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-962- 8.51% |
$72.7K - $74K
|
10.3K
$799K
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
SELL
|
- |
-973- 15.82% |
$73.5K - $74.9K
|
5.18K
$400K
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1K- 20.65% |
$75.5K - $77K
|
3.84K
$297K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.02K- 2.33% |
$77K - $78.5K
|
42.7K
$3.3M
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.02K- 2.33% |
$77K - $78.5K
|
42.7K
$3.3M
|
|
Jul 21, 2023
Q2 2023
|
Insight Folios Inc
|
SELL
|
- |
-1.02K- 4.19% |
$77.1K - $78.6K
|
23.3K
$1.8M
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.04K- 1.78% |
$78.5K - $80K
|
57.2K
$4.43M
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.06K- 10.01% |
$80K - $81.5K
|
9.53K
$736K
|
|
Jul 24, 2023
Q2 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-1.07K- 0.54% |
$80.6K - $82.1K
|
196K
$15.1M
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.08K- 5.68% |
$81.3K - $82.8K
|
17.9K
$1.38M
|
|
Jul 13, 2023
Q2 2023
|
Verde Capital Management
|
SELL
|
- |
-1.08K- 18.65% |
$81.5K - $83.1K
|
4.71K
$364K
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
SELL
|
- |
-1.09K- 4.11% |
$82.5K - $84.1K
|
25.5K
$1.97M
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.1K- 3.17% |
$83K - $84.6K
|
33.5K
$2.59M
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-1.1K- 8.47% |
$83.1K - $84.7K
|
11.9K
$919K
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.11K- 9.11% |
$83.8K - $85.4K
|
11.1K
$857K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.12K- 15.04% |
$84.6K - $86.2K
|
6.33K
$489K
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.13K- 2.62% |
$85K - $86.6K
|
41.7K
$3.23M
|
|
Jul 27, 2023
Q2 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-1.15K- 1.48% |
$86.6K - $88.3K
|
76.2K
$5.89M
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.15K- 9.35% |
$86.9K - $88.6K
|
11.2K
$863K
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.16K- 21.85% |
$87.5K - $89.2K
|
4.15K
$321K
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.17K- 20.16% |
$88.5K - $90.2K
|
4.64K
$359K
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.18K- 10.41% |
$89.4K - $91.1K
|
10.2K
$788K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.19K- 3.99% |
$90.2K - $91.9K
|
28.7K
$2.22M
|