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 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
3.48K+ 12.33% |
$261K - $264K
|
31.7K
$2.45M
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.46K+ 4.91% |
$259K - $263K
|
73.9K
$5.72M
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
3.43K+ 8.42% |
$257K - $260K
|
44.1K
$3.41M
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
3.41K+ 4.18% |
$256K - $259K
|
85K
$6.58M
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
3.41K+ 29.6% |
$256K - $259K
|
14.9K
$1.15M
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.4KNew |
$255K - $258K
|
3.4K
$263K
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.4K+ 31.87% |
$255K - $258K
|
14.1K
$1.09M
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.39K+ 128.88% |
$254K - $258K
|
6.02K
$466K
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.39K+ 14.76% |
$254K - $257K
|
26.4K
$2.04M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.38K+ 11.92% |
$254K - $257K
|
31.8K
$2.46M
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.3KNew |
$247K - $250K
|
3.3K
$255K
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.26K+ 98.19% |
$245K - $248K
|
6.59K
$509K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
3.25KNew |
$244K - $247K
|
3.25K
$251K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.25K+ 1.93% |
$244K - $247K
|
172K
$13.3M
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
3.24K+ 1.81% |
$243K - $246K
|
182K
$14.1M
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
3.16K+ 4.79% |
$237K - $240K
|
69.2K
$5.35M
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
3.14KNew |
$236K - $239K
|
3.14K
$243K
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3.09K+ 112.58% |
$232K - $234K
|
5.83K
$451K
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.03KNew |
$227K - $230K
|
3.03K
$234K
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.02K+ 100.0% |
$226K - $229K
|
6.04K
$467K
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.02KNew |
$226K - $229K
|
3.02K
$234K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
3.02KNew |
$226K - $229K
|
3.02K
$233K
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3KNew |
$225K - $227K
|
3K
$232K
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.99K+ 4.8% |
$224K - $227K
|
65.4K
$5.06M
|
|
Nov 07, 2023
Q3 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
2.96K+ 85.34% |
$222K - $225K
|
6.44K
$498K
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
2.94KNew |
$220K - $223K
|
2.94K
$227K
|
|
Oct 23, 2023
Q3 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
2.92K+ 50.49% |
$219K - $222K
|
8.7K
$673K
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.9K+ 17.8% |
$217K - $220K
|
19.2K
$1.48M
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.9KNew |
$217K - $220K
|
2.9K
$224K
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
2.9KNew |
$217K - $220K
|
2.9K
$224K
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.89KNew |
$216K - $219K
|
2.89K
$223K
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.88KNew |
$216K - $219K
|
2.88K
$223K
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.85K+ 14.52% |
$213K - $216K
|
22.4K
$1.74M
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.83KNew |
$212K - $215K
|
2.83K
$219K
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.81K+ 24.73% |
$211K - $214K
|
14.2K
$1.1M
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.73KNew |
$205K - $208K
|
2.73K
$211K
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
2.71KNew |
$203K - $206K
|
2.71K
$209K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.7KNew |
$203K - $205K
|
2.7K
$209K
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.69K+ 2.77% |
$202K - $205K
|
100K
$7.74M
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.69KNew |
$202K - $204K
|
2.69K
$208K
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
BUY
|
- |
2.67KNew |
$200K - $203K
|
2.67K
$206K
|
|
Oct 13, 2023
Q3 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
2.63K+ 2.59% |
$197K - $199K
|
104K
$8.06M
|
|
Oct 05, 2023
Q3 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
2.6K+ 10.12% |
$195K - $197K
|
28.3K
$2.19M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
2.59KNew |
$194K - $197K
|
2.59K
$200K
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.57K+ 11.33% |
$193K - $195K
|
25.3K
$1.95M
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.56K+ 8.93% |
$192K - $194K
|
31.2K
$2.41M
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.48K+ 3.82% |
$186K - $188K
|
67.5K
$5.22M
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.42K+ 7.24% |
$181K - $184K
|
35.8K
$2.77M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.41K+ 1.54% |
$181K - $183K
|
159K
$12.3M
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
BUY
|
- |
2.37K+ 1.72% |
$178K - $180K
|
140K
$10.9M
|