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 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-959- 21.02% |
$71.9K - $72.8K
|
3.6K
$280K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-975- 10.15% |
$73.1K - $74K
|
8.64K
$670K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-992- 26.55% |
$74.4K - $75.3K
|
2.75K
$213K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1K- 21.31% |
$75K - $75.9K
|
3.69K
$286K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1K- 0.44% |
$75K - $75.9K
|
226K
$17.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1K- 24.41% |
$75.1K - $76.1K
|
3.1K
$241K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.01K- 50.38% |
$75.3K - $76.3K
|
990
$76.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.01K- 23.7% |
$75.6K - $76.5K
|
3.25K
$252K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.03K- 0.65% |
$77.4K - $78.4K
|
157K
$12.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.04K- 27.55% |
$78K - $79K
|
2.74K
$212K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.04K- 3.29% |
$78.3K - $79.3K
|
30.6K
$2.38M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.05K- 3.1% |
$78.6K - $79.6K
|
32.8K
$2.54M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-1.05K- 3.53% |
$78.6K - $79.7K
|
28.7K
$2.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.06K- 3.6% |
$79.2K - $80.2K
|
28.3K
$2.19M
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.07K- 5.11% |
$80.2K - $81.2K
|
19.9K
$1.54M
|
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-1.08K- 10.9% |
$81.1K - $82.2K
|
8.84K
$686K
|
|
|
Oct 10, 2023
Q3 2023
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-1.08K- 2.28% |
$81.1K - $82.2K
|
46.3K
$3.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 13.13% |
$82.2K - $83.2K
|
7.25K
$563K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.12K- 10.71% |
$84K - $85K
|
9.34K
$725K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.13K- 3.93% |
$84.6K - $85.7K
|
27.6K
$2.14M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.15K- 0.21% |
$85.8K - $86.9K
|
533K
$41.3M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.18K- 82.57% |
$88.1K - $89.2K
|
248
$19.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-1.18K- 3.08% |
$88.2K - $89.3K
|
37.1K
$2.88M
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.18K- 14.84% |
$88.5K - $89.7K
|
6.78K
$526K
|
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.19K- 16.59% |
$88.8K - $90K
|
5.96K
$462K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.19K- 7.47% |
$89K - $90.1K
|
14.7K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.19K- 14.59% |
$89.4K - $90.6K
|
6.99K
$542K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.22K- 7.26% |
$91.5K - $92.7K
|
15.6K
$1.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.23K- 6.4% |
$92.2K - $93.4K
|
18K
$1.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.24K- 10.0% |
$93.3K - $94.5K
|
11.2K
$869K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.25K- 29.36% |
$93.7K - $94.9K
|
3.01K
$233K
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.26K- 8.3% |
$94.5K - $95.7K
|
13.9K
$1.08M
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-1.27K- 11.81% |
$94.8K - $96.1K
|
9.45K
$733K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.27K- 7.26% |
$95.4K - $96.6K
|
16.3K
$1.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
SELL
|
- |
-1.27K- 0.21% |
$95.4K - $96.7K
|
593K
$46M
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.29K- 10.85% |
$96.7K - $97.9K
|
10.6K
$822K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-1.31K- 5.86% |
$97.8K - $99.1K
|
21K
$1.63M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.31K- 10.57% |
$98.1K - $99.4K
|
11.1K
$860K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.31K- 7.03% |
$98.5K - $99.8K
|
17.4K
$1.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-1.32K- 5.51% |
$99K - $100K
|
22.7K
$1.76M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.32K- 10.15% |
$99K - $100K
|
11.7K
$908K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.32K- 10.15% |
$99K - $100K
|
11.7K
$908K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.33K- 3.58% |
$100K - $101K
|
36K
$2.79M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.35K- 14.69% |
$101K - $102K
|
7.83K
$607K
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 15.55% |
$103K - $105K
|
7.49K
$581K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.38K- 13.58% |
$104K - $105K
|
8.79K
$682K
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1.38K- 1.8% |
$104K - $105K
|
75.2K
$5.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.41K- 29.96% |
$105K - $107K
|
3.29K
$255K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.42K- 14.08% |
$106K - $108K
|
8.64K
$670K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.43K- 5.11% |
$108K - $109K
|
26.6K
$2.07M
|