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 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-58- 1.86% |
$4.35K - $4.4K
|
3.06K
$238K
|
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-62- 1.93% |
$4.65K - $4.71K
|
3.15K
$245K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-65- 0.36% |
$4.87K - $4.94K
|
17.9K
$1.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.86% |
$4.87K - $4.94K
|
7.53K
$585K
|
|
|
Nov 14, 2023
Q3 2023
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-65- 0.24% |
$4.87K - $4.94K
|
27.2K
$2.11M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-68- 25.37% |
$5.1K - $5.16K
|
200
$15.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-68- 0.36% |
$5.1K - $5.16K
|
18.6K
$1.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-75- 1.81% |
$5.62K - $5.69K
|
4.06K
$315K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-79- 1.17% |
$5.92K - $6K
|
6.67K
$518K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-81- 0.43% |
$6.07K - $6.15K
|
18.6K
$1.45M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-81- 1.03% |
$6.07K - $6.15K
|
7.82K
$607K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-86- 0.78% |
$6.45K - $6.53K
|
11K
$850K
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-89- 1.51% |
$6.67K - $6.76K
|
5.8K
$450K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-90- 0.9% |
$6.75K - $6.83K
|
9.93K
$770K
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-92- 0.3% |
$6.9K - $6.99K
|
30.9K
$2.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-92- 2.01% |
$6.9K - $6.99K
|
4.48K
$347K
|
|
|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-98- 0.29% |
$7.35K - $7.44K
|
33.4K
$2.59M
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-105- 3.23% |
$7.87K - $7.97K
|
3.14K
$244K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-106- 0.26% |
$7.95K - $8.05K
|
40.2K
$3.12M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-112- 0.35% |
$8.4K - $8.5K
|
32.2K
$2.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-119- 1.58% |
$8.92K - $9.04K
|
7.42K
$575K
|
|
|
Nov 02, 2023
Q3 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-123- 0.11% |
$9.22K - $9.34K
|
109K
$8.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-129- 1.1% |
$9.67K - $9.79K
|
11.6K
$903K
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-129- 3.14% |
$9.67K - $9.79K
|
3.98K
$309K
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-140- 2.72% |
$10.5K - $10.6K
|
5.01K
$389K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-141- 2.16% |
$10.6K - $10.7K
|
6.38K
$495K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-143- 1.55% |
$10.7K - $10.9K
|
9.1K
$706K
|
|
|
Nov 14, 2023
Q3 2023
|
Verde Capital Management
|
SELL
|
- |
-144- 3.06% |
$10.8K - $10.9K
|
4.56K
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-146- 49.32% |
$10.9K - $11.1K
|
150
$11.6K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-148- 1.33% |
$11.1K - $11.2K
|
11K
$854K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-149- 8.26% |
$11.2K - $11.3K
|
1.66K
$128K
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-151- 0.64% |
$11.3K - $11.5K
|
23.4K
$1.81M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-152- 36.8% |
$11.4K - $11.5K
|
261
$20.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-158- 4.78% |
$11.8K - $12K
|
3.15K
$244K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-166- 6.3% |
$12.4K - $12.6K
|
2.47K
$192K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-167- 2.63% |
$12.5K - $12.7K
|
6.18K
$480K
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-170- 2.87% |
$12.7K - $12.9K
|
5.76K
$447K
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-180- 0.36% |
$13.5K - $13.7K
|
50.3K
$3.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-182- 1.3% |
$13.6K - $13.8K
|
13.8K
$1.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-188- 1.77% |
$14.1K - $14.3K
|
10.4K
$810K
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-200- 8.56% |
$15K - $15.2K
|
2.14K
$166K
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-200- 4.78% |
$15K - $15.2K
|
3.98K
$309K
|
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-209- 3.07% |
$15.7K - $15.9K
|
6.61K
$513K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-212- 21.74% |
$15.9K - $16.1K
|
763
$59.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-213- 5.65% |
$16K - $16.2K
|
3.56K
$276K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-213- 0.75% |
$16K - $16.2K
|
28.3K
$2.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
SELL
|
- |
-217- 2.63% |
$16.3K - $16.5K
|
8.03K
$623K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-220- 5.67% |
$16.5K - $16.7K
|
3.66K
$284K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-220- 2.96% |
$16.5K - $16.7K
|
7.21K
$559K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-240- 7.4% |
$18K - $18.2K
|
3K
$233K
|