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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-463- 4.81% |
$34.7K - $35.2K
|
9.16K
$709K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-466- 7.33% |
$34.9K - $35.4K
|
5.89K
$455K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-481- 3.27% |
$36.1K - $36.5K
|
14.2K
$1.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-486- 5.92% |
$36.4K - $36.9K
|
7.72K
$597K
|
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-487- 2.91% |
$36.5K - $37K
|
16.2K
$1.26M
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-510- 87.78% |
$38.2K - $38.7K
|
71
$5.49K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-519- 37.99% |
$38.9K - $39.4K
|
847
$65.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-520- 0.58% |
$39K - $39.5K
|
89.2K
$6.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-524- 3.25% |
$39.3K - $39.8K
|
15.6K
$1.21M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-552- 0.89% |
$41.4K - $41.9K
|
61.5K
$4.76M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-554- 5.16% |
$41.5K - $42.1K
|
10.2K
$788K
|
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-555- 5.37% |
$41.6K - $42.1K
|
9.78K
$756K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-567- 11.62% |
$42.5K - $43.1K
|
4.31K
$333K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
SELL
|
- |
-577- 2.26% |
$43.3K - $43.8K
|
24.9K
$1.93M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-577- 17.41% |
$43.3K - $43.8K
|
2.74K
$212K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-590- 3.47% |
$44.2K - $44.8K
|
16.4K
$1.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Claybrook Capital, LLC
|
SELL
|
- |
-600- 5.66% |
$45K - $45.6K
|
10K
$773K
|
|
|
Nov 09, 2023
Q3 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-615- 8.71% |
$46.1K - $46.7K
|
6.45K
$498K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-617- 1.88% |
$46.3K - $46.8K
|
32.1K
$2.48M
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-625- 8.7% |
$46.9K - $47.5K
|
6.56K
$507K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-645- 1.24% |
$48.4K - $49K
|
51.4K
$3.97M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-675- 17.95% |
$50.6K - $51.3K
|
3.09K
$239K
|
|
|
Oct 30, 2023
Q3 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-700- 14.95% |
$52.5K - $53.2K
|
3.98K
$308K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-713- 21.76% |
$53.5K - $54.1K
|
2.56K
$198K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-720- 8.83% |
$54K - $54.7K
|
7.44K
$575K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-724- 0.89% |
$54.3K - $55K
|
80.5K
$6.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-724- 0.84% |
$54.3K - $55K
|
85.4K
$6.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-730- 8.77% |
$54.7K - $55.4K
|
7.59K
$587K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-731- 7.05% |
$54.8K - $55.5K
|
9.64K
$746K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-735- 17.72% |
$55.1K - $55.8K
|
3.41K
$264K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-738- 4.19% |
$55.3K - $56K
|
16.9K
$1.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-749- 0.92% |
$56.2K - $56.9K
|
80.5K
$6.22M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-750- 13.29% |
$56.2K - $56.9K
|
4.89K
$378K
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-750- 3.23% |
$56.2K - $56.9K
|
22.5K
$1.74M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-759- 1.63% |
$56.9K - $57.6K
|
45.7K
$3.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-780- 10.39% |
$58.5K - $59.2K
|
6.73K
$520K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-794- 27.57% |
$59.5K - $60.3K
|
2.09K
$161K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-811- 4.23% |
$60.8K - $61.6K
|
18.4K
$1.42M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-817- 2.2% |
$61.3K - $62K
|
36.3K
$2.81M
|
|
|
Nov 06, 2023
Q3 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-818- 4.18% |
$61.3K - $62.1K
|
18.8K
$1.45M
|
|
|
Nov 29, 2023
Q3 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-822- 10.7% |
$61.6K - $62.4K
|
6.86K
$531K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-839- 12.56% |
$62.9K - $63.7K
|
5.84K
$452K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-848- 3.35% |
$63.6K - $64.4K
|
24.5K
$1.89M
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-850- 7.66% |
$63.7K - $64.5K
|
10.3K
$793K
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-850- 13.13% |
$63.7K - $64.5K
|
5.62K
$435K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-854- 1.27% |
$64K - $64.8K
|
66.6K
$5.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-855- 19.5% |
$64.1K - $64.9K
|
3.53K
$273K
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-888- 9.86% |
$66.6K - $67.4K
|
8.12K
$628K
|
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
SELL
|
- |
-948- 1.56% |
$71.1K - $72K
|
59.6K
$4.61M
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-950- 0.88% |
$71.2K - $72.1K
|
106K
$8.23M
|