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 |
---|---|---|---|---|---|---|---|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.17K+ 2.38% |
$87.7K - $88.8K
|
50.3K
$3.89M
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.14K+ 0.51% |
$85.2K - $86.3K
|
222K
$17.2M
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.13K+ 2.62% |
$84.3K - $85.4K
|
44.1K
$3.41M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.12K+ 0.14% |
$83.6K - $84.7K
|
804K
$62.2M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.11K+ 3.07% |
$83.3K - $84.4K
|
37.3K
$2.88M
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.09K+ 2.19% |
$82K - $83.1K
|
51.1K
$3.95M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.06K+ 4.06% |
$79.8K - $80.8K
|
27.3K
$2.11M
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.05K+ 5.6% |
$78.9K - $79.9K
|
19.8K
$1.53M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.04K+ 4.98% |
$77.7K - $78.7K
|
21.9K
$1.69M
|
|
Nov 13, 2023
Q3 2023
|
Zeit Capital LLC
|
BUY
|
- |
1.02K+ 0.9% |
$76.5K - $77.5K
|
115K
$8.88M
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
996+ 26.98% |
$74.7K - $75.6K
|
4.69K
$362K
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
970+ 4.76% |
$72.7K - $73.7K
|
21.4K
$1.65M
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
933+ 0.39% |
$69.9K - $70.8K
|
238K
$18.4M
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
920+ 7.02% |
$69K - $69.9K
|
14K
$1.08M
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
916+ 13.13% |
$68.7K - $69.6K
|
7.89K
$610K
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
912New |
$68.4K - $69.2K
|
912
$70.5K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
905New |
$67.8K - $68.7K
|
905
$70K
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
902+ 4.12% |
$67.6K - $68.5K
|
22.8K
$1.76M
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
865+ 1.67% |
$64.8K - $65.7K
|
52.5K
$4.06M
|
|
Nov 13, 2023
Q3 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
860+ 1.62% |
$64.5K - $65.3K
|
54.1K
$4.18M
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
834+ 6.32% |
$62.5K - $63.3K
|
14K
$1.08M
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
807+ 2.27% |
$60.5K - $61.3K
|
36.4K
$2.82M
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
797+ 0.82% |
$59.8K - $60.5K
|
98K
$7.58M
|
|
Oct 13, 2023
Q3 2023
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
756+ 13.94% |
$56.7K - $57.4K
|
6.18K
$478K
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
755+ 17.83% |
$56.6K - $57.3K
|
4.99K
$386K
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
723+ 0.56% |
$54.2K - $54.9K
|
130K
$10.1M
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
684+ 131.79% |
$51.3K - $51.9K
|
1.2K
$93K
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
666+ 4.61% |
$49.9K - $50.6K
|
15.1K
$1.17M
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
650New |
$48.7K - $49.4K
|
650
$50.3K
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
643+ 17.7% |
$48.2K - $48.8K
|
4.28K
$331K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
634New |
$47.5K - $48.1K
|
634
$49K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
633+ 294.42% |
$47.5K - $48.1K
|
848
$65.6K
|
|
Oct 26, 2023
Q3 2023
|
Washington Capital Management Inc
|
BUY
|
- |
615+ 0.7% |
$46.1K - $46.7K
|
88.6K
$6.85M
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
610+ 0.96% |
$45.7K - $46.3K
|
63.8K
$4.94M
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
597+ 0.23% |
$44.8K - $45.3K
|
265K
$20.5M
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
597+ 0.23% |
$44.8K - $45.3K
|
265K
$20.5M
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
581+ 4.14% |
$43.6K - $44.1K
|
14.6K
$1.13M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
517+ 24.93% |
$38.8K - $39.3K
|
2.59K
$200K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
515+ 0.5% |
$38.6K - $39.1K
|
104K
$8.08M
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
512New |
$38.4K - $38.9K
|
512
$39.6K
|
|
Oct 30, 2023
Q3 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
498+ 1.22% |
$37.3K - $37.8K
|
41.2K
$3.19M
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
488+ 4.91% |
$36.6K - $37.1K
|
10.4K
$806K
|
|
Oct 25, 2023
Q3 2023
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
485+ 4.16% |
$36.4K - $36.8K
|
12.1K
$938K
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
475+ 0.5% |
$35.6K - $36.1K
|
96.2K
$7.44M
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
474+ 5.13% |
$35.5K - $36K
|
9.71K
$751K
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
454+ 1.92% |
$34K - $34.5K
|
24.1K
$1.86M
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
452+ 160.85% |
$33.9K - $34.3K
|
733
$56.7K
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
424+ 2.45% |
$31.8K - $32.2K
|
17.7K
$1.37M
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
416+ 0.4% |
$31.2K - $31.6K
|
104K
$8.02M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
411+ 0.75% |
$30.8K - $31.2K
|
54.9K
$4.24M
|