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 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.43K- 18.35% |
$108K - $109K
|
6.38K
$493K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.44K- 6.41% |
$108K - $109K
|
21K
$1.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1.46K- 20.94% |
$109K - $111K
|
5.5K
$426K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.49K- 63.29% |
$112K - $113K
|
866
$67K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.51K- 18.45% |
$113K - $114K
|
6.65K
$514K
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.52K- 3.88% |
$114K - $116K
|
37.8K
$2.92M
|
|
|
Nov 06, 2023
Q3 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-1.54K- 0.68% |
$115K - $117K
|
225K
$17.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.56K- 15.2% |
$117K - $118K
|
8.7K
$673K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.62K- 11.66% |
$121K - $123K
|
12.2K
$946K
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-1.62K- 9.39% |
$121K - $123K
|
15.6K
$1.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-1.62K- 23.82% |
$122K - $123K
|
5.19K
$401K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.64K- 10.63% |
$123K - $124K
|
13.8K
$1.06M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.65K- 24.2% |
$123K - $125K
|
5.16K
$399K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.66K- 10.83% |
$124K - $126K
|
13.6K
$1.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.66K- 1.38% |
$124K - $126K
|
119K
$9.19M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-1.67K- 4.64% |
$125K - $127K
|
34.4K
$2.66M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-1.68K- 21.88% |
$126K - $128K
|
6.01K
$465K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.77K- 1.44% |
$132K - $134K
|
121K
$9.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.78K- 27.48% |
$134K - $135K
|
4.71K
$364K
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.8K- 13.53% |
$135K - $136K
|
11.5K
$887K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.81K- 56.38% |
$136K - $137K
|
1.4K
$108K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.82K- 4.61% |
$137K - $138K
|
37.8K
$2.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.83K- 37.84% |
$137K - $139K
|
3.01K
$233K
|
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-1.84K- 3.27% |
$138K - $139K
|
54.3K
$4.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.85K- 13.49% |
$139K - $140K
|
11.9K
$916K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.85K- 11.85% |
$139K - $140K
|
13.8K
$1.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.85K- 7.8% |
$139K - $141K
|
21.9K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.9K- 3.83% |
$142K - $144K
|
47.7K
$3.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.91K- 3.33% |
$143K - $145K
|
55.3K
$4.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
SELL
|
- |
-1.91K- 17.81% |
$143K - $145K
|
8.8K
$681K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.93K- 7.52% |
$145K - $147K
|
23.7K
$1.84M
|
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-1.94K- 1.52% |
$145K - $147K
|
126K
$9.71M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-1.95K- 10.37% |
$146K - $148K
|
16.8K
$1.3M
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-1.96K- 10.91% |
$147K - $149K
|
16K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.99K- 1.82% |
$149K - $151K
|
107K
$8.29M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.99K- 4.15% |
$149K - $151K
|
46K
$3.56M
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
SELL
|
- |
-2.01K- 10.63% |
$151K - $152K
|
16.9K
$1.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-2.02K- 6.75% |
$152K - $153K
|
27.9K
$2.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.03K- 31.38% |
$152K - $154K
|
4.44K
$344K
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-2.08K- 29.01% |
$156K - $158K
|
5.09K
$393K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.24K- 22.19% |
$168K - $170K
|
7.85K
$607K
|
|
|
Oct 10, 2023
Q3 2023
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-2.25K- 1.38% |
$168K - $171K
|
160K
$12.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-2.25K- 3.07% |
$169K - $171K
|
71K
$5.49M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 5.44% |
$170K - $172K
|
39.3K
$3.04M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.39K- 14.56% |
$179K - $181K
|
14K
$1.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.42K- 1.33% |
$181K - $183K
|
179K
$13.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.42K- 9.07% |
$181K - $184K
|
24.2K
$1.87M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.45K- 45.75% |
$184K - $186K
|
2.9K
$225K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.47K- 13.16% |
$185K - $188K
|
16.3K
$1.26M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.51K- 21.88% |
$188K - $191K
|
8.97K
$694K
|