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 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-4.89K- 0.87% |
$365K - $376K
|
554K
$42.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.89K- 6.57% |
$365K - $376K
|
69.5K
$5.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-4.92K- 18.42% |
$367K - $379K
|
21.8K
$1.68M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.01K- 15.59% |
$374K - $386K
|
27.1K
$2.09M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-5.03K- 2.22% |
$375K - $387K
|
221K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-5.08K- 11.13% |
$379K - $391K
|
40.6K
$3.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.18K- 1.85% |
$387K - $399K
|
276K
$21.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-5.22K- 67.62% |
$390K - $402K
|
2.5K
$192K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-5.25K- 8.54% |
$392K - $405K
|
56.3K
$4.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-5.26K- 33.26% |
$393K - $405K
|
10.6K
$813K
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-5.33K- 14.94% |
$398K - $411K
|
30.4K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-5.35K- 5.94% |
$399K - $412K
|
84.7K
$6.52M
|
|
|
Jan 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-5.39K- 6.92% |
$402K - $415K
|
72.5K
$5.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.49K- 19.43% |
$410K - $423K
|
22.8K
$1.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-5.69K- 15.03% |
$424K - $438K
|
32.1K
$2.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-5.75K- 8.48% |
$429K - $443K
|
62.1K
$4.78M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-5.79K- 9.8% |
$432K - $446K
|
53.3K
$4.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-5.83K- 7.24% |
$435K - $449K
|
74.7K
$5.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-5.85K- 25.8% |
$436K - $450K
|
16.8K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-5.94K- 21.28% |
$443K - $458K
|
22K
$1.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-5.97K- 12.32% |
$445K - $459K
|
42.5K
$3.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-6.15K- 2.59% |
$459K - $474K
|
231K
$17.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-6.17K- 10.96% |
$461K - $476K
|
50.1K
$3.86M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.54K- 27.98% |
$488K - $504K
|
16.8K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.63K- 10.43% |
$495K - $511K
|
57K
$4.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-6.65K- 27.01% |
$496K - $512K
|
18K
$1.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Zeit Capital LLC
|
SELL
|
- |
-6.74K- 5.87% |
$503K - $519K
|
108K
$8.32M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-6.75K- 78.2% |
$504K - $520K
|
1.88K
$145K
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-7.06K- 69.32% |
$527K - $544K
|
3.13K
$241K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.13K- 7.19% |
$532K - $549K
|
92K
$7.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-7.2K- 13.32% |
$537K - $554K
|
46.8K
$3.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-7.38K- 5.5% |
$551K - $568K
|
127K
$9.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-7.63K- 18.44% |
$569K - $588K
|
33.7K
$2.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-7.65K- 4.27% |
$571K - $589K
|
171K
$13.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-7.65K- 30.71% |
$571K - $589K
|
17.3K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-7.76K- 63.59% |
$579K - $598K
|
4.44K
$342K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-7.95K- 56.14% |
$593K - $612K
|
6.21K
$478K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-8.03K- 8.36% |
$599K - $619K
|
88K
$6.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-8.21K- 50.76% |
$612K - $632K
|
7.96K
$613K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-8.31K- 10.82% |
$620K - $640K
|
68.5K
$5.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.61K- 4.39% |
$643K - $663K
|
188K
$14.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.64K- 2.86% |
$645K - $665K
|
293K
$22.6M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8.71K- 26.18% |
$650K - $671K
|
24.6K
$1.89M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-8.88K- 6.39% |
$663K - $684K
|
130K
$10M
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-9.05K- 75.05% |
$675K - $697K
|
3.01K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-9.15K- 2.88% |
$683K - $705K
|
308K
$23.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
SELL
|
- |
-9.23K- 15.47% |
$689K - $711K
|
50.4K
$3.88M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-9.27K- 7.01% |
$692K - $714K
|
123K
$9.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.37K- 50.98% |
$700K - $722K
|
9.01K
$694K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-9.45K- 5.32% |
$706K - $728K
|
168K
$13M
|