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
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.54K- 33.78% |
$191K - $193K
|
4.99K
$386K
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-2.67K- 1.26% |
$200K - $203K
|
209K
$16.2M
|
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-2.68K- 28.62% |
$201K - $204K
|
6.69K
$517K
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.72K- 15.99% |
$204K - $206K
|
14.3K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.73K- 9.0% |
$205K - $207K
|
27.6K
$2.14M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.75K- 20.17% |
$206K - $208K
|
10.9K
$840K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-2.8K- 49.47% |
$210K - $213K
|
2.86K
$221K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.81K- 2.57% |
$211K - $213K
|
107K
$8.24M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.82K- 6.6% |
$211K - $214K
|
39.9K
$3.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.82K- 6.6% |
$211K - $214K
|
39.9K
$3.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-2.82K- 1.79% |
$211K - $214K
|
154K
$11.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-2.83K- 3.04% |
$212K - $215K
|
90.1K
$6.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-2.84K- 16.05% |
$213K - $216K
|
14.9K
$1.15M
|
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
SELL
|
- |
-2.86K- 3.59% |
$214K - $217K
|
76.9K
$5.94M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.96K- 2.56% |
$222K - $225K
|
113K
$8.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.97K- 15.78% |
$222K - $225K
|
15.8K
$1.22M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-3K- 18.34% |
$225K - $228K
|
13.3K
$1.03M
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-3.09K- 12.34% |
$232K - $235K
|
22K
$1.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.11K- 10.75% |
$233K - $236K
|
25.8K
$2M
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
SELL
|
- |
-3.15K- 13.13% |
$236K - $239K
|
20.8K
$1.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-3.15K- 7.08% |
$236K - $239K
|
41.4K
$3.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.16K- 26.7% |
$237K - $240K
|
8.67K
$671K
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.19K- 2.28% |
$239K - $242K
|
137K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.19K- 2.44% |
$239K - $242K
|
128K
$9.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.24K- 18.43% |
$243K - $246K
|
14.3K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-3.26K- 40.5% |
$244K - $247K
|
4.79K
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.26K- 15.66% |
$245K - $248K
|
17.6K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-3.32K- 2.82% |
$249K - $252K
|
114K
$8.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.34K- 21.4% |
$250K - $254K
|
12.3K
$948K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.36K- 1.89% |
$252K - $255K
|
174K
$13.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-3.4K- 5.08% |
$255K - $258K
|
63.5K
$4.91M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-3.46K- 6.05% |
$260K - $263K
|
53.8K
$4.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.5K- 0.62% |
$262K - $266K
|
562K
$43.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.5K- 7.83% |
$262K - $266K
|
41.2K
$3.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.6K- 5.96% |
$270K - $273K
|
56.8K
$4.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-3.64K- 18.71% |
$273K - $276K
|
15.8K
$1.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-3.65K- 4.36% |
$274K - $277K
|
80.2K
$6.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3.67K- 37.34% |
$275K - $279K
|
6.16K
$476K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3.7K- 4.05% |
$277K - $281K
|
87.6K
$6.78M
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.73K- 6.12% |
$279K - $283K
|
57.2K
$4.42M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-3.83K- 8.53% |
$287K - $291K
|
41.1K
$3.17M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-3.86K- 35.53% |
$289K - $293K
|
7.01K
$542K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.9K- 28.42% |
$292K - $296K
|
9.82K
$759K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.9K- 9.97% |
$292K - $296K
|
35.2K
$2.72M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.94K- 46.21% |
$295K - $299K
|
4.58K
$354K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.94K- 41.92% |
$295K - $299K
|
5.46K
$422K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.95K- 24.28% |
$296K - $300K
|
12.3K
$953K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-4.05K- 49.28% |
$303K - $307K
|
4.17K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.05K- 3.99% |
$303K - $307K
|
97.3K
$7.53M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.06K- 86.92% |
$304K - $308K
|
611
$47.2K
|