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 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-88.4K- 51.91% |
$6.63M - $6.71M
|
81.9K
$6.35M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-97.5K- 24.38% |
$7.31M - $7.4M
|
302K
$23.5M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-102K- 46.24% |
$7.66M - $7.76M
|
119K
$9.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-103K- 15.9% |
$7.73M - $7.83M
|
545K
$42.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-105K- 84.42% |
$7.88M - $7.98M
|
19.4K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-117K- 0.68% |
$8.75M - $8.86M
|
17.1M
$1.33B
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-119K- 91.61% |
$8.92M - $9.04M
|
10.9K
$846K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-130K- 65.54% |
$9.72M - $9.84M
|
68.2K
$5.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-141K- 27.05% |
$10.6M - $10.7M
|
381K
$29.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-148K- 16.42% |
$11.1M - $11.3M
|
755K
$58.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-149K- 45.63% |
$11.2M - $11.3M
|
178K
$13.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-160K- 97.65% |
$12M - $12.1M
|
3.84K
$298K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-168K- 37.36% |
$12.6M - $12.8M
|
282K
$21.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-177K- 11.58% |
$13.3M - $13.4M
|
1.35M
$105M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-178K- 84.43% |
$13.4M - $13.5M
|
32.9K
$2.55M
|
|
|
Nov 03, 2023
Q3 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-194K- 30.4% |
$14.5M - $14.7M
|
443K
$34.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-194K- 66.95% |
$14.6M - $14.8M
|
96K
$7.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-213K- 60.15% |
$16M - $16.2M
|
141K
$11M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-222K- 58.83% |
$16.6M - $16.8M
|
155K
$12M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-223K- 5.47% |
$16.8M - $17M
|
3.86M
$299M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-239K- 24.5% |
$17.9M - $18.1M
|
736K
$57.1M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-241K- 98.26% |
$18.1M - $18.3M
|
4.26K
$331K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-268K- 16.36% |
$20.1M - $20.3M
|
1.37M
$106M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-275K- 54.86% |
$20.6M - $20.9M
|
226K
$17.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-442K- 75.09% |
$33.2M - $33.6M
|
147K
$11.4M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-494K- 40.86% |
$37M - $37.5M
|
715K
$55.5M
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-542K- 16.92% |
$40.6M - $41.1M
|
2.66M
$206M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-757K- 41.59% |
$56.7M - $57.5M
|
1.06M
$82.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-789K- 37.52% |
$59.1M - $59.9M
|
1.31M
$102M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-800K- 48.13% |
$60M - $60.8M
|
862K
$66.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-827K- 2.7% |
$62M - $62.8M
|
29.8M
$2.31B
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-892K- 7.64% |
$66.8M - $67.7M
|
10.8M
$837M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-914K- 70.05% |
$68.5M - $69.4M
|
391K
$30.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.33M- 48.95% |
$99.6M - $101M
|
1.39M
$108M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.57M- 13.74% |
$118M - $119M
|
9.86M
$765M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.66M- 39.66% |
$124M - $126M
|
2.53M
$196M
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.77M- 41.28% |
$133M - $135M
|
2.53M
$196M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.5M- 33.13% |
$188M - $190M
|
5.05M
$392M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.85M- 34.77% |
$289M - $292M
|
7.23M
$561M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.34MClosed |
$326M - $330M
|
0
$0
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.5M- 48.66% |
$1.01B - $1.02B
|
14.2M
$1.1B
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.3M- 24.01% |
$1.22B - $1.24B
|
51.6M
$4.01B
|
|
|
Oct 10, 2023
Q3 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-21.2M- 75.72% |
$1.59B - $1.61B
|
6.81M
$528M
|