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 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
6.35K+ 2.51% |
$476K - $482K
|
260K
$20.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
6.32K+ 14.42% |
$473K - $479K
|
50.1K
$3.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
BUY
|
- |
6.12K+ 18.06% |
$458K - $464K
|
40K
$3.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
6.03K+ 3.9% |
$452K - $458K
|
161K
$12.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
5.97K+ 3.93% |
$447K - $453K
|
158K
$12.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.95K+ 17.39% |
$446K - $452K
|
40.2K
$3.12M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.77K+ 41.67% |
$433K - $438K
|
19.6K
$1.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
5.74KNew |
$430K - $436K
|
5.74K
$445K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
5.71K+ 8.91% |
$428K - $433K
|
69.7K
$5.41M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.65K+ 13.12% |
$424K - $429K
|
48.7K
$3.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
BUY
|
- |
5.63K+ 4.23% |
$422K - $427K
|
139K
$10.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Brewster Financial Planning LLC
|
BUY
|
- |
5.59K+ 3.58% |
$419K - $424K
|
162K
$12.6M
|
|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
5.58K+ 3.74% |
$419K - $424K
|
155K
$12M
|
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
5.33K+ 4.45% |
$399K - $404K
|
125K
$9.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.32K+ 3.94% |
$399K - $404K
|
140K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
5.22K+ 11.21% |
$391K - $396K
|
51.7K
$4.02M
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
BUY
|
- |
5.15K+ 39.8% |
$386K - $391K
|
18.1K
$1.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.06KNew |
$379K - $384K
|
5.06K
$392K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.02K+ 0.09% |
$376K - $381K
|
5.47M
$425M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5K+ 10.8% |
$375K - $379K
|
51.3K
$3.98M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.85K+ 13.12% |
$364K - $368K
|
41.8K
$3.24M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
4.74K+ 2.42% |
$355K - $360K
|
200K
$15.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.74K+ 2.41% |
$355K - $360K
|
201K
$15.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.64K+ 97.48% |
$348K - $352K
|
9.4K
$729K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.47K+ 1.87% |
$335K - $339K
|
243K
$18.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
4.46K+ 5.32% |
$334K - $339K
|
88.3K
$6.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.46K+ 8.58% |
$334K - $339K
|
56.4K
$4.38M
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.44K+ 7.83% |
$333K - $337K
|
61.1K
$4.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.43K+ 24.88% |
$332K - $336K
|
22.2K
$1.72M
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
4.38K+ 11.07% |
$329K - $333K
|
44K
$3.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.38K+ 14.35% |
$329K - $333K
|
34.9K
$2.71M
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.37KNew |
$328K - $332K
|
4.37K
$339K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.29K+ 4.68% |
$322K - $326K
|
96.1K
$7.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4.1K+ 28.08% |
$308K - $312K
|
18.7K
$1.45M
|
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
4.1KNew |
$307K - $311K
|
4.1K
$318K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4.01K+ 2.55% |
$300K - $304K
|
161K
$12.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
3.93KNew |
$294K - $298K
|
3.93K
$305K
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.89K+ 4.16% |
$292K - $295K
|
97.3K
$7.55M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
3.85K+ 9.1% |
$289K - $293K
|
46.2K
$3.59M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
3.83K+ 10.34% |
$287K - $290K
|
40.8K
$3.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
3.79KNew |
$284K - $287K
|
3.79K
$294K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.74K+ 14944.0% |
$280K - $284K
|
3.76K
$292K
|
|
|
Nov 06, 2023
Q3 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
3.69KNew |
$277K - $280K
|
3.69K
$286K
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3.67K+ 5.81% |
$275K - $278K
|
66.8K
$5.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.62K+ 40.0% |
$271K - $275K
|
12.7K
$982K
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.61KNew |
$270K - $274K
|
3.61K
$280K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.57K+ 4.86% |
$268K - $271K
|
77K
$5.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.52K+ 1.98% |
$264K - $267K
|
182K
$14.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
3.5KNew |
$263K - $266K
|
3.5K
$272K
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
BUY
|
- |
3.48K+ 1.08% |
$261K - $264K
|
324K
$25.2M
|