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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-80- 0.4% |
$5.97K - $6.16K
|
19.9K
$1.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-83- 0.71% |
$6.2K - $6.39K
|
11.6K
$894K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-83- 0.71% |
$6.2K - $6.39K
|
11.6K
$894K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-84- 2.46% |
$6.27K - $6.47K
|
3.33K
$256K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-85- 1.22% |
$6.34K - $6.55K
|
6.9K
$531K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-86- 1.84% |
$6.42K - $6.62K
|
4.58K
$353K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-96- 3.5% |
$7.17K - $7.39K
|
2.65K
$204K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-97- 90.65% |
$7.24K - $7.47K
|
10
$770
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-99- 52.94% |
$7.39K - $7.63K
|
88
$6.77K
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-100- 11.98% |
$7.46K - $7.7K
|
735
$56.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-100- 1.07% |
$7.46K - $7.7K
|
9.22K
$710K
|
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-101- 1.47% |
$7.54K - $7.78K
|
6.76K
$521K
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-105- 3.3% |
$7.84K - $8.09K
|
3.08K
$237K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-110- 1.41% |
$8.21K - $8.47K
|
7.69K
$592K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-113- 2.04% |
$8.43K - $8.7K
|
5.42K
$417K
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-114- 3.94% |
$8.51K - $8.78K
|
2.78K
$214K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-115- 0.92% |
$8.58K - $8.86K
|
12.4K
$957K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-123- 2.93% |
$9.18K - $9.47K
|
4.07K
$313K
|
|
|
Feb 02, 2024
Q4 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-130- 2.02% |
$9.7K - $10K
|
6.32K
$486K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-135- 4.51% |
$10.1K - $10.4K
|
2.86K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-137- 1.18% |
$10.2K - $10.6K
|
11.5K
$886K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-140- 71.07% |
$10.4K - $10.8K
|
57
$4.39K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-144- 2.7% |
$10.7K - $11.1K
|
5.19K
$399K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-148- 3.94% |
$11K - $11.4K
|
3.61K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-148- 77.08% |
$11K - $11.4K
|
44
$3.39K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-150- 4.96% |
$11.2K - $11.6K
|
2.87K
$221K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-152- 0.3% |
$11.3K - $11.7K
|
49.9K
$3.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-153- 1.51% |
$11.4K - $11.8K
|
9.97K
$767K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-155- 20.23% |
$11.6K - $11.9K
|
611
$47K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-157- 0.64% |
$11.7K - $12.1K
|
24.3K
$1.87M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-161- 0.33% |
$12K - $12.4K
|
49.2K
$3.79M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-162- 2.25% |
$12.1K - $12.5K
|
7.05K
$542K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-166- 0.66% |
$12.4K - $12.8K
|
25.1K
$1.93M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-168- 0.1% |
$12.5K - $12.9K
|
160K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-173- 5.61% |
$12.9K - $13.3K
|
2.91K
$224K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-175- 2.74% |
$13.1K - $13.5K
|
6.21K
$478K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-177- 2.25% |
$13.2K - $13.6K
|
7.67K
$591K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-180- 1.07% |
$13.4K - $13.9K
|
16.7K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-192- 2.84% |
$14.3K - $14.8K
|
6.58K
$506K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-196- 0.17% |
$14.6K - $15.1K
|
114K
$8.75M
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-199- 5.0% |
$14.9K - $15.3K
|
3.78K
$291K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-200- 3.83% |
$14.9K - $15.4K
|
5.02K
$386K
|
|
|
Feb 09, 2024
Q4 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-204- 1.31% |
$15.2K - $15.7K
|
15.4K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-209- 0.57% |
$15.6K - $16.1K
|
36.7K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-210- 10.07% |
$15.7K - $16.2K
|
1.88K
$144K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-213- 6.05% |
$15.9K - $16.4K
|
3.31K
$255K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-216- 1.32% |
$16.1K - $16.6K
|
16.1K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-221- 3.39% |
$16.5K - $17K
|
6.3K
$485K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-225- 5.22% |
$16.8K - $17.3K
|
4.09K
$315K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-226- 6.35% |
$16.9K - $17.4K
|
3.33K
$257K
|