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 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5.79K- 27.04% |
$437K - $445K
|
15.6K
$1.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-5.79K- 21.66% |
$437K - $445K
|
20.9K
$1.64M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.81K- 13.48% |
$439K - $447K
|
37.3K
$2.91M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5.9K- 17.16% |
$445K - $454K
|
28.5K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-5.91K- 28.34% |
$446K - $455K
|
14.9K
$1.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.94K- 17.47% |
$449K - $457K
|
28.1K
$2.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6K- 13.3% |
$453K - $462K
|
39.1K
$3.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-6.01K- 23.61% |
$454K - $463K
|
19.5K
$1.52M
|
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-6.06K- 46.52% |
$457K - $466K
|
6.96K
$544K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-6.46K- 28.33% |
$488K - $497K
|
16.3K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.48K- 4.72% |
$489K - $498K
|
131K
$10.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-6.53K- 6.09% |
$493K - $503K
|
101K
$7.87M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-6.6K- 1.04% |
$498K - $508K
|
625K
$48.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6.71K- 26.4% |
$506K - $516K
|
18.7K
$1.46M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.78K- 5.54% |
$512K - $522K
|
116K
$9.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-6.82K- 10.14% |
$515K - $525K
|
60.4K
$4.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.89K- 24.91% |
$520K - $530K
|
20.8K
$1.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.96K- 57.82% |
$526K - $536K
|
5.08K
$397K
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-7.06K- 34.72% |
$533K - $543K
|
13.3K
$1.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-7.13K- 12.37% |
$539K - $549K
|
50.5K
$3.95M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-7.37K- 64.28% |
$557K - $567K
|
4.1K
$320K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-7.43K- 2.74% |
$561K - $572K
|
264K
$20.6M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.43K- 2.74% |
$561K - $572K
|
264K
$20.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-7.51K- 49.0% |
$567K - $578K
|
7.82K
$611K
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-7.7K- 48.95% |
$582K - $593K
|
8.04K
$628K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8.26K- 20.26% |
$624K - $636K
|
32.5K
$2.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.28K- 10.92% |
$625K - $637K
|
67.5K
$5.27M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-8.39K- 5.71% |
$633K - $646K
|
138K
$10.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-8.4K- 16.07% |
$634K - $646K
|
43.9K
$3.43M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-8.47K- 19.97% |
$639K - $652K
|
33.9K
$2.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-8.63K- 13.05% |
$652K - $664K
|
57.5K
$4.49M
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
SELL
|
- |
-8.68K- 7.48% |
$655K - $668K
|
107K
$8.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.74K- 24.69% |
$660K - $673K
|
26.7K
$2.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8.76K- 24.37% |
$662K - $674K
|
27.2K
$2.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.94K- 26.59% |
$675K - $688K
|
24.7K
$1.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-8.96K- 45.74% |
$677K - $690K
|
10.6K
$831K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.01K- 28.17% |
$680K - $693K
|
23K
$1.79M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-9.19K- 11.87% |
$694K - $707K
|
68.2K
$5.33M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-9.36K- 17.72% |
$707K - $721K
|
43.5K
$3.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.42K- 27.05% |
$711K - $725K
|
25.4K
$1.98M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-9.42K- 9.16% |
$711K - $725K
|
93.5K
$7.3M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9.48K- 2.94% |
$716K - $730K
|
313K
$24.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Signify Wealth
|
SELL
|
- |
-9.56K- 8.17% |
$722K - $736K
|
108K
$8.4M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10.4K- 2.84% |
$788K - $803K
|
357K
$27.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-10.5K- 26.64% |
$794K - $809K
|
29K
$2.26M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-10.7K- 24.87% |
$808K - $823K
|
32.3K
$2.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.8K- 0.26% |
$813K - $829K
|
4.08M
$319M
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-10.9K- 26.71% |
$824K - $840K
|
29.9K
$2.34M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 0.92% |
$847K - $863K
|
1.21M
$94.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Enstar Group LTD
Hamilton, D0 |
SELL
|
- |
-11.2K- 25.88% |
$848K - $865K
|
32.2K
$2.51M
|