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 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2.03K- 22.8% |
$153K - $156K
|
6.87K
$533K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-2.05K- 12.4% |
$154K - $157K
|
14.4K
$1.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-2.07K- 1.87% |
$156K - $159K
|
109K
$8.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-2.1K- 17.48% |
$159K - $162K
|
9.92K
$770K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.11K- 3.88% |
$159K - $162K
|
52.1K
$4.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-2.13K- 4.71% |
$160K - $164K
|
43K
$3.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-2.15K- 10.23% |
$163K - $166K
|
18.9K
$1.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-2.21K- 12.04% |
$167K - $170K
|
16.1K
$1.25M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.22K- 5.25% |
$168K - $171K
|
40K
$3.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.22K- 3.6% |
$168K - $171K
|
59.6K
$4.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-2.23K- 10.59% |
$168K - $171K
|
18.8K
$1.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-2.24K- 10.38% |
$169K - $172K
|
19.3K
$1.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-2.29K- 40.86% |
$173K - $176K
|
3.32K
$257K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.32K- 6.63% |
$176K - $179K
|
32.7K
$2.54M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.35K- 0.42% |
$177K - $181K
|
552K
$42.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.35K- 63.26% |
$178K - $181K
|
1.37K
$106K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.39K- 26.92% |
$180K - $184K
|
6.48K
$503K
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-2.43K- 32.89% |
$183K - $187K
|
4.95K
$384K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-2.47K- 9.58% |
$186K - $190K
|
23.3K
$1.81M
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-2.47K- 9.47% |
$187K - $190K
|
23.6K
$1.83M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.47K- 5.98% |
$187K - $190K
|
38.9K
$3.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.51K- 1.76% |
$189K - $193K
|
140K
$10.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-2.51K- 4.97% |
$190K - $193K
|
48K
$3.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.55K- 36.28% |
$193K - $196K
|
4.48K
$348K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2.59K- 20.51% |
$196K - $200K
|
10.1K
$780K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.64K- 2.34% |
$199K - $203K
|
110K
$8.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.64K- 24.89% |
$199K - $203K
|
7.96K
$618K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.68K- 8.26% |
$202K - $206K
|
29.8K
$2.31M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-2.72K- 7.03% |
$205K - $209K
|
35.9K
$2.79M
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.82K- 3.0% |
$213K - $217K
|
91.4K
$7.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.85K- 37.57% |
$215K - $219K
|
4.74K
$368K
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.85K- 1.55% |
$216K - $220K
|
181K
$14.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.87K- 4.4% |
$217K - $221K
|
62.4K
$4.84M
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2.89K- 30.84% |
$218K - $222K
|
6.47K
$502K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.9K- 3.81% |
$219K - $223K
|
73.2K
$5.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-2.92K- 33.13% |
$220K - $225K
|
5.89K
$457K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-2.99K- 27.99% |
$226K - $230K
|
7.69K
$597K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.17K- 8.98% |
$239K - $244K
|
32.1K
$2.49M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.17K- 8.98% |
$239K - $244K
|
32.1K
$2.49M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-3.18K- 15.08% |
$240K - $245K
|
17.9K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.2K- 43.54% |
$242K - $246K
|
4.15K
$322K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.24K- 20.41% |
$245K - $249K
|
12.6K
$980K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.26K- 49.54% |
$246K - $251K
|
3.32K
$258K
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-3.42K- 16.96% |
$258K - $263K
|
16.7K
$1.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-3.43K- 8.66% |
$259K - $264K
|
36.2K
$2.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-3.44K- 29.41% |
$260K - $265K
|
8.25K
$640K
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.48K- 0.39% |
$263K - $268K
|
888K
$68.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-3.51K- 5.19% |
$265K - $270K
|
64.2K
$4.98M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.52K- 12.56% |
$266K - $271K
|
24.5K
$1.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.55K- 38.56% |
$268K - $273K
|
5.66K
$439K
|