Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
12+ 0.25% |
$900 - $911
|
4.87K
$376K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.03% |
$825 - $835
|
33.6K
$2.6M
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
10New |
$750 - $759
|
10
$773
|
|
|
Oct 12, 2023
Q3 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
8+ 0.24% |
$600 - $607
|
3.37K
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
8+ 0.45% |
$600 - $607
|
1.78K
$138K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7+ 0.01% |
$525 - $532
|
68.5K
$5.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
7+ 0.25% |
$525 - $532
|
2.79K
$215K
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
6+ 5.94% |
$450 - $456
|
107
$8.27K
|
|
|
Oct 24, 2023
Q3 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
5+ 0.04% |
$375 - $380
|
12.1K
$932K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4+ 0.07% |
$300 - $304
|
5.54K
$428K
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
4+ 0.12% |
$300 - $304
|
3.25K
$251K
|
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3+ 0.02% |
$225 - $228
|
15.7K
$1.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3+ 0.09% |
$225 - $228
|
3.33K
$257K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3New |
$225 - $228
|
3
$232
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.68% |
$225 - $228
|
443
$34.3K
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2New |
$150 - $152
|
2
$155
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.16% |
$75 - $75.9
|
618
$47.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1+ 0.01% |
$75 - $75.9
|
13.7K
$1.06M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 0.14% |
$75 - $75.9
|
705
$54.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- -0.0% |
$75 - $75.9
|
32.2K
$2.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3- 3.45% |
$225 - $228
|
84
$6.49K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-4- 0.77% |
$300 - $304
|
514
$39.7K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5- 4.46% |
$375 - $380
|
107
$8.27K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-5- 0.57% |
$375 - $380
|
865
$66.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-5- 0.04% |
$375 - $380
|
11.6K
$898K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-6- 0.32% |
$450 - $456
|
1.89K
$146K
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-6- 0.05% |
$450 - $456
|
12.8K
$993K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-9- 0.16% |
$675 - $683
|
5.65K
$437K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-10- 0.16% |
$750 - $759
|
6.32K
$489K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-14- 0.52% |
$1.05K - $1.06K
|
2.7K
$209K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-16- 0.23% |
$1.2K - $1.21K
|
6.85K
$530K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-16- 26.67% |
$1.2K - $1.21K
|
44
$3.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-17- 0.05% |
$1.27K - $1.29K
|
36.9K
$2.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-17- 0.61% |
$1.27K - $1.29K
|
2.78K
$215K
|
|
|
Oct 18, 2023
Q3 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-20- 0.02% |
$1.5K - $1.52K
|
85.6K
$6.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-20- 0.63% |
$1.5K - $1.52K
|
3.17K
$245K
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-23- 0.34% |
$1.72K - $1.75K
|
6.67K
$515K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-26- 0.95% |
$1.95K - $1.97K
|
2.7K
$209K
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.37% |
$2.02K - $2.05K
|
7.31K
$565K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-34- 0.17% |
$2.55K - $2.58K
|
19.7K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-35- 1.21% |
$2.62K - $2.66K
|
2.85K
$220K
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-43- 0.43% |
$3.22K - $3.26K
|
10K
$775K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-43- 0.16% |
$3.22K - $3.26K
|
27.2K
$2.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-46- 2.92% |
$3.45K - $3.49K
|
1.53K
$118K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-51- 1.0% |
$3.82K - $3.87K
|
5.03K
$389K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-52- 0.38% |
$3.9K - $3.95K
|
13.6K
$1.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-53- 0.48% |
$3.97K - $4.02K
|
11K
$852K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-57- 41.91% |
$4.27K - $4.33K
|
79
$6.11K
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-57- 0.45% |
$4.27K - $4.33K
|
12.5K
$970K
|