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 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
77.3K+ 11.29% |
$5.77M - $5.96M
|
762K
$58.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
74.8K+ 774.26% |
$5.59M - $5.76M
|
84.5K
$6.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
72K+ 55.36% |
$5.37M - $5.54M
|
202K
$15.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
71.8K+ 37.2% |
$5.36M - $5.53M
|
265K
$20.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
69.1K+ 49.84% |
$5.16M - $5.33M
|
208K
$16M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
65.8K+ 26.77% |
$4.91M - $5.07M
|
312K
$24M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
64.3KNew |
$4.8M - $4.95M
|
64.3K
$4.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
63.1KNew |
$4.71M - $4.86M
|
63.1K
$4.86M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
63K+ 49.35% |
$4.7M - $4.85M
|
191K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
62.1KNew |
$4.63M - $4.78M
|
62.1K
$4.78M
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
61.9K+ 6.71% |
$4.62M - $4.77M
|
985K
$75.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
57.6K+ 7.63% |
$4.3M - $4.44M
|
813K
$62.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
55.5KNew |
$4.14M - $4.27M
|
55.5K
$4.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
55K+ 412.23% |
$4.11M - $4.24M
|
68.4K
$5.26M
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
54.8KNew |
$4.09M - $4.22M
|
54.8K
$4.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
54.7K+ 86.17% |
$4.09M - $4.22M
|
118K
$9.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
52.7K+ 1291.44% |
$3.93M - $4.06M
|
56.8K
$4.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
50.8KNew |
$3.79M - $3.91M
|
50.8K
$3.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
50.1K+ 48.04% |
$3.74M - $3.86M
|
154K
$11.9M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
48.9KNew |
$3.65M - $3.77M
|
48.9K
$3.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
47.4K+ 181.4% |
$3.54M - $3.65M
|
73.5K
$5.66M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
45.9KNew |
$3.43M - $3.54M
|
45.9K
$3.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
45.5KNew |
$3.4M - $3.51M
|
45.5K
$3.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
45.3KNew |
$3.38M - $3.49M
|
45.3K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
44.9K+ 6.5% |
$3.35M - $3.46M
|
735K
$56.6M
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
42.5KNew |
$3.17M - $3.27M
|
42.5K
$3.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
40.5K+ 15.9% |
$3.02M - $3.12M
|
295K
$22.7M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
39KNew |
$2.91M - $3.01M
|
39K
$3.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
38KNew |
$2.84M - $2.93M
|
38K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
37.6KNew |
$2.81M - $2.9M
|
37.6K
$2.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
36.3KNew |
$2.71M - $2.8M
|
36.3K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
35.4K+ 2.59% |
$2.65M - $2.73M
|
1.41M
$108M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
34.7KNew |
$2.59M - $2.67M
|
34.7K
$2.67M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
31.3K+ 93.22% |
$2.34M - $2.41M
|
64.9K
$5M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31K+ 5.52% |
$2.31M - $2.39M
|
593K
$45.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
30.2K+ 3.33% |
$2.25M - $2.33M
|
937K
$72.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
30.2K+ 16.91% |
$2.25M - $2.32M
|
208K
$16M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
30K+ 3.75% |
$2.24M - $2.31M
|
831K
$63.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
29K+ 160.66% |
$2.17M - $2.24M
|
47.1K
$3.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
28.8KNew |
$2.15M - $2.22M
|
28.8K
$2.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
28.7K+ 10.24% |
$2.14M - $2.21M
|
309K
$23.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
28.7K+ 11.8% |
$2.14M - $2.21M
|
272K
$20.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Propel Bio Management, LLC
Los Angeles, CA |
BUY
|
- |
27.7KNew |
$2.07M - $2.13M
|
27.7K
$2.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
27.2K+ 61.64% |
$2.03M - $2.09M
|
71.3K
$5.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
26.5K+ 104.4% |
$1.97M - $2.04M
|
51.8K
$3.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.4K+ 5.64% |
$1.97M - $2.03M
|
494K
$38.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
26.2K+ 16.75% |
$1.96M - $2.02M
|
183K
$14.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
26.1K+ 14.34% |
$1.95M - $2.01M
|
208K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25.7KNew |
$1.92M - $1.98M
|
25.7K
$1.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
25.7K+ 62.03% |
$1.92M - $1.98M
|
67.1K
$5.17M
|