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
|
Eclectic Associates Inc
|
BUY
|
- |
407+ 1.58% |
$30.5K - $30.9K
|
26.2K
$2.03M
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
406New |
$30.4K - $30.8K
|
406
$31.5K
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
392+ 13.37% |
$29.4K - $29.8K
|
3.32K
$258K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
371New |
$27.8K - $28.2K
|
371
$28.8K
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
361+ 1.78% |
$27.1K - $27.4K
|
20.6K
$1.6M
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
359+ 0.29% |
$26.9K - $27.3K
|
122K
$9.48M
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
348+ 1.75% |
$26.1K - $26.4K
|
20.2K
$1.57M
|
|
Oct 13, 2023
Q3 2023
|
Chico Wealth Ria
|
BUY
|
- |
340+ 2.19% |
$25.5K - $25.8K
|
15.9K
$1.23M
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
325+ 0.67% |
$24.4K - $24.7K
|
48.8K
$3.79M
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
302+ 4.67% |
$22.6K - $22.9K
|
6.77K
$525K
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
300+ 21.58% |
$22.5K - $22.8K
|
1.69K
$131K
|
|
Nov 01, 2023
Q3 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
295+ 4.42% |
$22.1K - $22.4K
|
6.97K
$541K
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
292+ 4.25% |
$21.9K - $22.2K
|
7.17K
$556K
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
288New |
$21.6K - $21.9K
|
288
$22.3K
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
276+ 0.74% |
$20.7K - $21K
|
37.6K
$2.92M
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
276New |
$20.7K - $21K
|
276
$21.4K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
276+ 31.05% |
$20.7K - $21K
|
1.17K
$90.4K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
269New |
$20.2K - $20.4K
|
269
$20.9K
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
264+ 2.78% |
$19.8K - $20K
|
9.76K
$757K
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
260+ 3.47% |
$19.5K - $19.7K
|
7.76K
$602K
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
239+ 0.28% |
$17.9K - $18.1K
|
86.5K
$6.71M
|
|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
BUY
|
- |
225+ 2.5% |
$16.9K - $17.1K
|
9.21K
$715K
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
225+ 1.95% |
$16.9K - $17.1K
|
11.7K
$911K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
215New |
$16.1K - $16.3K
|
215
$16.7K
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
BUY
|
- |
213+ 0.47% |
$16K - $16.2K
|
45.6K
$3.54M
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
212+ 7.64% |
$15.9K - $16.1K
|
2.99K
$232K
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
211+ 4.12% |
$15.8K - $16K
|
5.33K
$414K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
210+ 0.41% |
$15.7K - $15.9K
|
51.8K
$4.02M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
210+ 0.15% |
$15.7K - $15.9K
|
139K
$10.8M
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
208+ 7.32% |
$15.6K - $15.8K
|
3.05K
$237K
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
202+ 0.41% |
$15.1K - $15.3K
|
50K
$3.88M
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
187New |
$14K - $14.2K
|
187
$14.5K
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
175+ 2.15% |
$13.1K - $13.3K
|
8.3K
$644K
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
BUY
|
- |
174+ 0.82% |
$13K - $13.2K
|
21.5K
$1.67M
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
163+ 0.25% |
$12.2K - $12.4K
|
65.1K
$5.05M
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
161+ 4.81% |
$12.1K - $12.2K
|
3.51K
$272K
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
151+ 5.31% |
$11.3K - $11.5K
|
2.99K
$232K
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
150+ 1.77% |
$11.2K - $11.4K
|
8.64K
$670K
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
149New |
$11.2K - $11.3K
|
149
$11.6K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
139+ 3.54% |
$10.4K - $10.6K
|
4.07K
$316K
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
138+ 0.57% |
$10.3K - $10.5K
|
24.2K
$1.88M
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
138+ 1.45% |
$10.3K - $10.5K
|
9.66K
$750K
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
135+ 21.39% |
$10.1K - $10.3K
|
766
$59.4K
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
135New |
$10.1K - $10.3K
|
135
$10.5K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
133New |
$9.97K - $10.1K
|
133
$10.3K
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
132+ 3.76% |
$9.9K - $10K
|
3.64K
$283K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
130+ 1.04% |
$9.75K - $9.87K
|
12.6K
$978K
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
127+ 0.11% |
$9.52K - $9.64K
|
112K
$8.73M
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
122+ 3.35% |
$9.15K - $9.26K
|
3.76K
$292K
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
111+ 4.87% |
$8.32K - $8.43K
|
2.39K
$186K
|