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 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.67K- 15.79% |
$124K - $128K
|
8.88K
$683K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-1.67K- 21.14% |
$125K - $129K
|
6.25K
$481K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.68K- 6.15% |
$125K - $129K
|
25.6K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.68K- 9.57% |
$126K - $130K
|
15.9K
$1.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.69K- 29.41% |
$126K - $130K
|
4.05K
$312K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1.69K- 0.78% |
$126K - $130K
|
214K
$16.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.72K- 1.33% |
$128K - $132K
|
128K
$9.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-1.73K- 24.29% |
$129K - $133K
|
5.4K
$416K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.74K- 29.92% |
$130K - $134K
|
4.07K
$313K
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.75K- 32.28% |
$131K - $135K
|
3.67K
$283K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
SELL
|
- |
-1.8K- 1.05% |
$135K - $139K
|
169K
$13M
|
|
|
Jan 26, 2024
Q4 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-1.81K- 0.9% |
$135K - $139K
|
199K
$15.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.84K- 32.4% |
$137K - $142K
|
3.84K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.85K- 40.29% |
$138K - $143K
|
2.74K
$211K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.86K- 14.73% |
$139K - $143K
|
10.7K
$827K
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1.87K- 38.34% |
$139K - $144K
|
3K
$231K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.87K- 36.15% |
$139K - $144K
|
3.3K
$254K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.9K- 3.17% |
$142K - $146K
|
57.9K
$4.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.96K- 6.43% |
$147K - $151K
|
28.6K
$2.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.02K- 35.03% |
$151K - $155K
|
3.74K
$288K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.04K- 13.87% |
$152K - $157K
|
12.7K
$975K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.05K- 40.78% |
$153K - $158K
|
2.98K
$229K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.05K- 35.09% |
$153K - $158K
|
3.79K
$292K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-2.06K- 20.07% |
$154K - $158K
|
8.19K
$631K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.08K- 5.7% |
$155K - $160K
|
34.4K
$2.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.08K- 12.34% |
$155K - $160K
|
14.8K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.1K- 1.96% |
$157K - $162K
|
105K
$8.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.16K- 0.82% |
$161K - $166K
|
263K
$20.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.16K- 0.82% |
$161K - $166K
|
263K
$20.2M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.21K- 0.55% |
$165K - $170K
|
401K
$30.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.24K- 21.88% |
$167K - $172K
|
8K
$615K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-2.25K- 36.14% |
$168K - $173K
|
3.97K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.27K- 90.11% |
$169K - $175K
|
249
$19.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.3K- 5.6% |
$172K - $177K
|
38.8K
$2.98M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.32K- 2.39% |
$173K - $179K
|
94.5K
$7.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.33K- 2.07% |
$174K - $179K
|
110K
$8.48M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.41K- 17.35% |
$180K - $186K
|
11.5K
$885K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.42K- 0.4% |
$180K - $186K
|
609K
$46.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-2.44K- 12.29% |
$182K - $188K
|
17.4K
$1.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.45K- 1.74% |
$182K - $188K
|
138K
$10.6M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-2.45K- 15.3% |
$183K - $189K
|
13.6K
$1.04M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.48K- 15.24% |
$185K - $191K
|
13.8K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.48K- 14.99% |
$185K - $191K
|
14.1K
$1.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.5K- 16.71% |
$187K - $193K
|
12.5K
$959K
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-2.56K- 6.72% |
$191K - $197K
|
35.5K
$2.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.57K- 2.28% |
$191K - $198K
|
110K
$8.47M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-2.62K- 2.93% |
$195K - $201K
|
86.6K
$6.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.62K- 16.83% |
$196K - $202K
|
13K
$999K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.69K- 13.62% |
$200K - $207K
|
17K
$1.31M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-2.69K- 6.72% |
$200K - $207K
|
37.3K
$2.87M
|