Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
67+ 2.4% |
$5K - $5.16K
|
2.85K
$220K
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
65+ 0.75% |
$4.85K - $5.01K
|
8.76K
$675K
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
62New |
$4.63K - $4.78K
|
62
$4.77K
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
60+ 1.85% |
$4.48K - $4.62K
|
3.3K
$254K
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
56+ 1.41% |
$4.18K - $4.31K
|
4.04K
$311K
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
56+ 1.77% |
$4.18K - $4.31K
|
3.23K
$248K
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
55+ 0.27% |
$4.11K - $4.24K
|
20.7K
$1.59M
|
|
Jan 26, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
52+ 0.53% |
$3.88K - $4.01K
|
9.88K
$761K
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
51+ 0.66% |
$3.81K - $3.93K
|
7.75K
$596K
|
|
Feb 07, 2024
Q4 2023
|
Seizert Capital Partners, LLC
|
BUY
|
- |
51+ 0.27% |
$3.81K - $3.93K
|
18.8K
$1.45M
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
49+ 51.04% |
$3.66K - $3.77K
|
145
$11.2K
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
47+ 0.65% |
$3.51K - $3.62K
|
7.24K
$558K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
46+ 1.13% |
$3.43K - $3.54K
|
4.12K
$317K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
46New |
$3.43K - $3.54K
|
46
$3.54K
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
45+ 0.19% |
$3.36K - $3.47K
|
23.4K
$1.8M
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
41+ 0.89% |
$3.06K - $3.16K
|
4.67K
$359K
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
39+ 0.69% |
$2.91K - $3K
|
5.7K
$439K
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
39+ 0.64% |
$2.91K - $3K
|
6.11K
$470K
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
33+ 1.11% |
$2.46K - $2.54K
|
3.01K
$231K
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
32+ 0.98% |
$2.39K - $2.46K
|
3.28K
$253K
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
31+ 1.07% |
$2.31K - $2.39K
|
2.93K
$225K
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
29+ 1.01% |
$2.16K - $2.23K
|
2.91K
$224K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
27New |
$2.02K - $2.08K
|
27
$2.08K
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
27+ 0.99% |
$2.02K - $2.08K
|
2.77K
$213K
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
25+ 0.4% |
$1.87K - $1.93K
|
6.21K
$478K
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
24+ 0.96% |
$1.79K - $1.85K
|
2.52K
$194K
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
23+ 0.14% |
$1.72K - $1.77K
|
16.4K
$1.26M
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
22New |
$1.64K - $1.69K
|
22
$1.69K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
22+ 0.79% |
$1.64K - $1.69K
|
2.81K
$216K
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
20+ 0.37% |
$1.49K - $1.54K
|
5.48K
$422K
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
18+ 1.01% |
$1.34K - $1.39K
|
1.8K
$139K
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
16+ 0.44% |
$1.19K - $1.23K
|
3.66K
$282K
|
|
Jan 19, 2024
Q4 2023
|
Washington Capital Management Inc
|
BUY
|
- |
15+ 0.02% |
$1.12K - $1.16K
|
88.6K
$6.82M
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
15New |
$1.12K - $1.16K
|
15
$1.15K
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
11+ 0.33% |
$821 - $847
|
3.33K
$257K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
8New |
$597 - $616
|
8
$616
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
7+ 0.22% |
$522 - $539
|
3.18K
$244K
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
7New |
$522 - $539
|
7
$539
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
7+ 350.0% |
$522 - $539
|
9
$693
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
7+ 0.22% |
$522 - $539
|
3.25K
$250K
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6+ 0.21% |
$448 - $462
|
2.84K
$218K
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
6+ 8.45% |
$448 - $462
|
77
$5.93K
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
5+ 0.15% |
$373 - $385
|
3.33K
$256K
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5+ 7.81% |
$373 - $385
|
69
$5.31K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5New |
$373 - $385
|
5
$385
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4+ 0.14% |
$299 - $308
|
2.89K
$222K
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
4+ 3.74% |
$299 - $308
|
111
$8.54K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4+ 0.9% |
$299 - $308
|
447
$34.4K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4+ 0.09% |
$299 - $308
|
4.42K
$340K
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.12% |
$224 - $231
|
2.47K
$190K
|