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 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-6.84K- 17.02% |
$513K - $519K
|
33.3K
$2.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-6.88K- 10.87% |
$515K - $522K
|
56.4K
$4.36M
|
|
|
Oct 17, 2023
Q3 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-6.91K- 1.42% |
$518K - $525K
|
478K
$37M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-6.97K- 5.77% |
$523K - $529K
|
114K
$8.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-6.98K- 9.2% |
$524K - $530K
|
68.9K
$5.33M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.22K- 14.86% |
$541K - $548K
|
41.4K
$3.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-7.35K- 19.06% |
$551K - $558K
|
31.2K
$2.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Fort Henry Capital, LLC
|
SELL
|
- |
-7.37K- 2.62% |
$553K - $560K
|
274K
$21.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-7.5K- 17.42% |
$562K - $569K
|
35.5K
$2.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-7.55K- 11.06% |
$566K - $573K
|
60.7K
$4.69M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-7.59K- 71.47% |
$569K - $576K
|
3.03K
$234K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-7.83K- 86.62% |
$587K - $595K
|
1.21K
$93.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.86K- 2.72% |
$589K - $597K
|
281K
$21.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-7.94K- 32.94% |
$595K - $603K
|
16.2K
$1.25M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-8.06K- 5.67% |
$605K - $612K
|
134K
$10.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.26K- 7.89% |
$619K - $627K
|
96.4K
$7.45M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-8.31K- 1.83% |
$623K - $631K
|
446K
$34.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-8.33K- 55.75% |
$624K - $632K
|
6.61K
$511K
|
|
|
Oct 10, 2023
Q3 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-8.36K- 9.69% |
$626K - $634K
|
77.9K
$6.02M
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-8.41K- 3.32% |
$631K - $639K
|
245K
$18.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-8.67K- 30.44% |
$650K - $658K
|
19.8K
$1.53M
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-8.69K- 68.78% |
$651K - $660K
|
3.94K
$305K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-8.97K- 24.96% |
$673K - $681K
|
27K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.04K- 24.36% |
$678K - $686K
|
28.1K
$2.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-9.18K- 21.11% |
$688K - $697K
|
34.3K
$2.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-9.52K- 21.7% |
$713K - $722K
|
34.3K
$2.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-9.65K- 9.06% |
$723K - $732K
|
96.8K
$7.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-9.67K- 36.86% |
$725K - $734K
|
16.6K
$1.28M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.73K- 54.23% |
$730K - $739K
|
8.21K
$635K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-10.1K- 29.67% |
$754K - $764K
|
23.9K
$1.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-10.3K- 40.66% |
$769K - $779K
|
15K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-10.3K- 25.77% |
$774K - $784K
|
29.7K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-10.6K- 18.62% |
$792K - $803K
|
46.2K
$3.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-10.6K- 12.59% |
$794K - $804K
|
73.6K
$5.69M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10.9K- 3.48% |
$817K - $827K
|
302K
$23.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-11K- 15.1% |
$828K - $839K
|
62.1K
$4.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-11.3K- 6.48% |
$850K - $861K
|
163K
$12.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-11.4K- 58.5% |
$851K - $862K
|
8.05K
$623K
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-11.9K- 8.46% |
$890K - $902K
|
128K
$9.93M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.9K- 2.54% |
$892K - $904K
|
456K
$35.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-12K- 15.08% |
$899K - $910K
|
67.5K
$5.22M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-12.3K- 1.34% |
$924K - $936K
|
907K
$70.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-12.6K- 6.22% |
$944K - $956K
|
190K
$14.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-12.6K- 3.36% |
$946K - $958K
|
363K
$28.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-13.7K- 7.58% |
$1.02M - $1.04M
|
167K
$12.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-14K- 78.05% |
$1.05M - $1.06M
|
3.93K
$304K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.1K- 18.71% |
$1.05M - $1.07M
|
61.1K
$4.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-14.2K- 33.81% |
$1.06M - $1.07M
|
27.7K
$2.14M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-14.4K- 83.04% |
$1.08M - $1.1M
|
2.95K
$228K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-14.6K- 16.02% |
$1.1M - $1.11M
|
76.8K
$5.94M
|