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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
110+ 0.11% |
$8.25K - $8.35K
|
99.1K
$7.66M
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
107+ 0.91% |
$8.02K - $8.12K
|
11.8K
$913K
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
106+ 2.14% |
$7.95K - $8.05K
|
5.06K
$391K
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
94+ 2.87% |
$7.05K - $7.14K
|
3.37K
$261K
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
93+ 1.45% |
$6.97K - $7.06K
|
6.52K
$504K
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
92+ 0.56% |
$6.9K - $6.99K
|
16.6K
$1.29M
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
90+ 2.21% |
$6.75K - $6.83K
|
4.16K
$321K
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
89New |
$6.67K - $6.76K
|
89
$6.88K
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
88+ 325.93% |
$6.6K - $6.68K
|
115
$8.89K
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
88+ 0.22% |
$6.6K - $6.68K
|
40.1K
$3.1M
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
85+ 22.97% |
$6.37K - $6.45K
|
455
$35.2K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
85New |
$6.37K - $6.45K
|
85
$6.57K
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
80+ 2.75% |
$6K - $6.07K
|
2.99K
$231K
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
80+ 1.57% |
$6K - $6.07K
|
5.17K
$399K
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
79+ 3.98% |
$5.92K - $6K
|
2.06K
$160K
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
73+ 0.51% |
$5.47K - $5.54K
|
14.5K
$1.12M
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
72+ 22.64% |
$5.4K - $5.47K
|
390
$30.2K
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
71+ 1.16% |
$5.32K - $5.39K
|
6.21K
$480K
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
70+ 0.98% |
$5.25K - $5.32K
|
7.19K
$556K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
64+ 50.0% |
$4.8K - $4.86K
|
192
$14.8K
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
64New |
$4.8K - $4.86K
|
64
$4.95K
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
54+ 0.19% |
$4.05K - $4.1K
|
27.9K
$2.16M
|
|
Nov 08, 2023
Q3 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
51+ 0.64% |
$3.82K - $3.87K
|
8.03K
$621K
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
50+ 0.5% |
$3.75K - $3.8K
|
10.1K
$782K
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
50+ 1.26% |
$3.75K - $3.8K
|
4.03K
$311K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
44+ 0.95% |
$3.3K - $3.34K
|
4.67K
$361K
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
43+ 0.14% |
$3.22K - $3.26K
|
30.4K
$2.35M
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
43New |
$3.22K - $3.26K
|
43
$3.32K
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
42+ 1.28% |
$3.15K - $3.19K
|
3.32K
$257K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
37New |
$2.77K - $2.81K
|
37
$2.86K
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
36+ 3600.0% |
$2.7K - $2.73K
|
37
$2.86K
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
35+ 0.21% |
$2.62K - $2.66K
|
16.3K
$1.26M
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
31+ 0.36% |
$2.32K - $2.35K
|
8.57K
$662K
|
|
Nov 02, 2023
Q3 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
26+ 0.46% |
$1.95K - $1.97K
|
5.66K
$438K
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
24+ 0.07% |
$1.8K - $1.82K
|
34.4K
$2.66M
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
23+ 0.32% |
$1.72K - $1.75K
|
7.2K
$556K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
23+ 0.49% |
$1.72K - $1.75K
|
4.76K
$368K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
21+ 0.61% |
$1.57K - $1.59K
|
3.47K
$268K
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
20+ 0.47% |
$1.5K - $1.52K
|
4.24K
$328K
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
20+ 0.63% |
$1.5K - $1.52K
|
3.19K
$246K
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
18+ 0.63% |
$1.35K - $1.37K
|
2.88K
$223K
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
18+ 26.09% |
$1.35K - $1.37K
|
87
$6.73K
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
18+ 0.66% |
$1.35K - $1.37K
|
2.74K
$212K
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
17+ 0.07% |
$1.27K - $1.29K
|
23.3K
$1.8M
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
17+ 24.29% |
$1.27K - $1.29K
|
87
$6.73K
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
16+ 0.65% |
$1.2K - $1.21K
|
2.49K
$193K
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
15+ 0.59% |
$1.12K - $1.14K
|
2.57K
$198K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
15+ 0.05% |
$1.12K - $1.14K
|
32.1K
$2.49M
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.25% |
$1.12K - $1.14K
|
6.07K
$469K
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
13+ 0.43% |
$975 - $987
|
3.02K
$234K
|