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
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
34.5KNew |
$2.59M - $2.62M
|
34.5K
$2.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
34.4K+ 23.92% |
$2.58M - $2.61M
|
178K
$13.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
34.1K+ 1.4% |
$2.55M - $2.59M
|
2.47M
$191M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
32.9K+ 3.6% |
$2.47M - $2.5M
|
949K
$73.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
30.5KNew |
$2.29M - $2.32M
|
30.5K
$2.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
30KNew |
$2.25M - $2.27M
|
30K
$2.32M
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
29.6K+ 4.96% |
$2.22M - $2.25M
|
626K
$48.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
29.4K+ 11.75% |
$2.2M - $2.23M
|
279K
$21.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
29.2KNew |
$2.19M - $2.21M
|
29.2K
$2.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
29.2KNew |
$2.19M - $2.21M
|
29.2K
$2.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
28.4K+ 4.37% |
$2.13M - $2.16M
|
679K
$52.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
28.1K+ 4.28% |
$2.11M - $2.13M
|
685K
$52.9M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
27.6K+ 32.74% |
$2.07M - $2.09M
|
112K
$8.65M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
27.6K+ 3.17% |
$2.07M - $2.09M
|
897K
$69.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
27.4K+ 256.54% |
$2.05M - $2.08M
|
38K
$2.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
27.2K+ 36.07% |
$2.04M - $2.06M
|
102K
$7.92M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
26.1KNew |
$1.95M - $1.98M
|
26.1K
$2.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
25.6K+ 4.1% |
$1.92M - $1.94M
|
651K
$50.3M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
25.3K+ 23.72% |
$1.9M - $1.92M
|
132K
$10.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
25.3KNew |
$1.9M - $1.92M
|
25.3K
$1.96M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
25.3KNew |
$1.9M - $1.92M
|
25.3K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
25.1K+ 3.21% |
$1.88M - $1.9M
|
806K
$62.3M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
24.5K+ 36.11% |
$1.84M - $1.86M
|
92.4K
$7.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
24.1K+ 2076.72% |
$1.81M - $1.83M
|
25.3K
$1.95M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
23.4K+ 694.17% |
$1.75M - $1.77M
|
26.7K
$2.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
22.5K+ 118.87% |
$1.69M - $1.71M
|
41.4K
$3.2M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
22.4K+ 199.63% |
$1.68M - $1.7M
|
33.6K
$2.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
21.7K+ 12.03% |
$1.63M - $1.65M
|
202K
$15.7M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
21.7KNew |
$1.62M - $1.64M
|
21.7K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
21.5K+ 1.39% |
$1.61M - $1.63M
|
1.56M
$121M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
21.3K+ 17.47% |
$1.59M - $1.62M
|
143K
$11.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
20.6K+ 172.02% |
$1.54M - $1.56M
|
32.5K
$2.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20K+ 62.37% |
$1.5M - $1.52M
|
52.1K
$4.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
20KNew |
$1.5M - $1.52M
|
20K
$1.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
19.7K+ 9.64% |
$1.47M - $1.49M
|
224K
$17.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18.2K+ 15.68% |
$1.36M - $1.38M
|
134K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
18.1K+ 52.35% |
$1.35M - $1.37M
|
52.6K
$4.07M
|
|
|
Oct 16, 2023
Q3 2023
|
Ht Partners LLC
|
BUY
|
- |
17.9K+ 6.38% |
$1.34M - $1.36M
|
298K
$23M
|
|
|
Oct 16, 2023
Q3 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
17.3K+ 14.11% |
$1.3M - $1.31M
|
140K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
16.6KNew |
$1.25M - $1.26M
|
16.6K
$1.29M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
16.6K+ 51.66% |
$1.25M - $1.26M
|
48.8K
$3.77M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.3K+ 11.6% |
$1.22M - $1.23M
|
156K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
16.2K+ 6.44% |
$1.22M - $1.23M
|
268K
$20.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16K+ 9.26% |
$1.2M - $1.21M
|
189K
$14.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
15.8KNew |
$1.19M - $1.2M
|
15.8K
$1.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
15KNew |
$1.12M - $1.14M
|
15K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
14.8K+ 20.21% |
$1.11M - $1.12M
|
88K
$6.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
14.7K+ 63.47% |
$1.1M - $1.12M
|
37.8K
$2.92M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
14.7K+ 16.74% |
$1.1M - $1.11M
|
102K
$7.92M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
14.3K+ 7.37% |
$1.07M - $1.09M
|
209K
$16.1M
|