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 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-4.09K- 34.39% |
$306K - $310K
|
7.8K
$605K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.3K- 39.63% |
$322K - $327K
|
6.55K
$508K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4.31K- 25.51% |
$323K - $327K
|
12.6K
$976K
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-4.46K- 1.68% |
$334K - $338K
|
261K
$20.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.48K- 12.92% |
$336K - $340K
|
30.2K
$2.34M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.48K- 22.39% |
$336K - $340K
|
15.5K
$1.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-4.52K- 31.92% |
$339K - $343K
|
9.65K
$749K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-4.55K- 8.67% |
$341K - $345K
|
47.9K
$3.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.58K- 12.41% |
$344K - $348K
|
32.3K
$2.51M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-4.69K- 55.01% |
$352K - $356K
|
3.84K
$298K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.7K- 4.67% |
$352K - $357K
|
96.1K
$7.45M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.77K- 9.11% |
$357K - $362K
|
47.6K
$3.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-4.8K- 40.2% |
$360K - $364K
|
7.14K
$554K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.89K- 16.4% |
$366K - $371K
|
24.9K
$1.93M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-4.92K- 9.11% |
$369K - $374K
|
49.1K
$3.81M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.97K- 25.98% |
$373K - $377K
|
14.2K
$1.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-5K- 19.46% |
$375K - $380K
|
20.7K
$1.61M
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-5.06K- 34.0% |
$380K - $385K
|
9.83K
$763K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.08K- 27.92% |
$381K - $385K
|
13.1K
$1.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.11K- 15.73% |
$383K - $388K
|
27.4K
$2.13M
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
SELL
|
- |
-5.16K- 3.58% |
$387K - $392K
|
139K
$10.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-5.17K- 12.53% |
$387K - $392K
|
36.1K
$2.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-5.34K- 50.28% |
$401K - $406K
|
5.29K
$410K
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-5.38K- 2.07% |
$404K - $409K
|
255K
$19.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-5.59K- 61.36% |
$419K - $424K
|
3.52K
$273K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-5.6K- 21.29% |
$420K - $425K
|
20.7K
$1.61M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-5.6K- 29.0% |
$420K - $425K
|
13.7K
$1.06M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.62K- 14.43% |
$421K - $426K
|
33.3K
$2.58M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.67K- 9.87% |
$425K - $431K
|
51.8K
$4.02M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-5.71K- 62.34% |
$428K - $434K
|
3.45K
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-5.75K- 42.76% |
$431K - $437K
|
7.7K
$597K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-5.76K- 24.71% |
$432K - $437K
|
17.5K
$1.36M
|
|
|
Oct 30, 2023
Q3 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-5.78K- 4.7% |
$433K - $438K
|
117K
$9.09M
|
|
|
Oct 16, 2023
Q3 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-5.79K- 1.22% |
$434K - $440K
|
470K
$36.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5.8K- 9.33% |
$435K - $440K
|
56.3K
$4.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-5.95K- 13.17% |
$446K - $452K
|
39.3K
$3.05M
|
|
|
Oct 12, 2023
Q3 2023
|
New Capital Management LP
|
SELL
|
- |
-5.97K- 9.45% |
$448K - $454K
|
57.3K
$4.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.06K- 1.28% |
$455K - $460K
|
468K
$36.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6.14K- 27.37% |
$460K - $466K
|
16.3K
$1.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-6.16K- 2.84% |
$462K - $468K
|
211K
$16.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-6.38K- 35.43% |
$479K - $485K
|
11.6K
$903K
|
|
|
Oct 11, 2023
Q3 2023
|
Insight Folios Inc
|
SELL
|
- |
-6.45K- 27.63% |
$484K - $490K
|
16.9K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-6.46K- 5.86% |
$484K - $490K
|
104K
$8.04M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-6.46K- 65.49% |
$484K - $490K
|
3.4K
$264K
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-6.5K- 11.83% |
$488K - $494K
|
48.5K
$3.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-6.53K- 0.91% |
$489K - $496K
|
712K
$55.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.61K- 26.79% |
$496K - $502K
|
18.1K
$1.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-6.7K- 7.17% |
$502K - $509K
|
86.8K
$6.74M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-6.7K- 51.65% |
$503K - $509K
|
6.27K
$487K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.72K- 12.55% |
$504K - $510K
|
46.8K
$3.63M
|