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
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.5K+ 18.7% |
$1.91M - $1.97M
|
162K
$12.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
24.6K+ 834.77% |
$1.84M - $1.9M
|
27.6K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
24.6K+ 151.4% |
$1.84M - $1.9M
|
40.9K
$3.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
24.5K+ 61.7% |
$1.83M - $1.89M
|
64.2K
$4.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
24.1KNew |
$1.8M - $1.86M
|
24.1K
$1.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
23.5KNew |
$1.75M - $1.81M
|
23.5K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.4K+ 8.58% |
$1.75M - $1.8M
|
296K
$22.8M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
23.1K+ 17.06% |
$1.72M - $1.78M
|
158K
$12.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
23K+ 22.41% |
$1.71M - $1.77M
|
125K
$9.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
22.7K+ 235.05% |
$1.69M - $1.75M
|
32.3K
$2.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
22.7K+ 0.75% |
$1.69M - $1.75M
|
3.05M
$235M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
22.3K+ 19.96% |
$1.67M - $1.72M
|
134K
$10.3M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
22.2K+ 4.01% |
$1.66M - $1.71M
|
576K
$44.4M
|
|
|
Dec 05, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
22.1K+ 14.79% |
$1.65M - $1.7M
|
171K
$13.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
21.1K+ 4.9% |
$1.57M - $1.62M
|
451K
$34.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
20.8KNew |
$1.55M - $1.6M
|
20.8K
$1.6M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
20.6KNew |
$1.54M - $1.59M
|
20.6K
$1.59M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
20.3K+ 22.01% |
$1.52M - $1.57M
|
113K
$8.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
20.2K+ 7.21% |
$1.5M - $1.55M
|
300K
$23.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
19.7KNew |
$1.47M - $1.52M
|
19.7K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
19.3K+ 28.67% |
$1.44M - $1.49M
|
86.8K
$6.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Sofi Wealth, LLC
|
BUY
|
- |
19.2K+ 4.02% |
$1.44M - $1.48M
|
498K
$38.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
19.2KNew |
$1.43M - $1.48M
|
19.2K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18.9K+ 0.76% |
$1.41M - $1.46M
|
2.49M
$192M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
18.7K+ 438.2% |
$1.4M - $1.44M
|
23K
$1.77M
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
18.7K+ 27.08% |
$1.4M - $1.44M
|
87.9K
$6.77M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
18.7K+ 4.49% |
$1.39M - $1.44M
|
435K
$33.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
18.2K+ 35.08% |
$1.36M - $1.4M
|
70K
$5.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
18.1KNew |
$1.35M - $1.4M
|
18.1K
$1.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.8K+ 26.73% |
$1.33M - $1.37M
|
84.5K
$6.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
17.8K+ 4.28% |
$1.33M - $1.37M
|
433K
$33.3M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
17.7KNew |
$1.32M - $1.37M
|
17.7K
$1.37M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
17.6KNew |
$1.31M - $1.35M
|
17.6K
$1.35M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
17.5K+ 38.11% |
$1.31M - $1.35M
|
63.6K
$4.89M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
17.1K+ 67.55% |
$1.27M - $1.32M
|
42.4K
$3.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17K+ 12.7% |
$1.27M - $1.31M
|
151K
$11.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
17K+ 42.57% |
$1.27M - $1.31M
|
56.9K
$4.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
17KNew |
$1.27M - $1.31M
|
17K
$1.31M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
17K+ 206.7% |
$1.27M - $1.31M
|
25.2K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
16.7K+ 19.25% |
$1.24M - $1.28M
|
103K
$7.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
16.5K+ 10.65% |
$1.23M - $1.27M
|
171K
$13.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.3K+ 48.64% |
$1.22M - $1.26M
|
49.9K
$3.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
16.2KNew |
$1.21M - $1.25M
|
16.2K
$1.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
15.9K+ 43.85% |
$1.19M - $1.23M
|
52.2K
$4.02M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
15.3KNew |
$1.14M - $1.18M
|
15.3K
$1.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
15.2K+ 7.53% |
$1.14M - $1.17M
|
218K
$16.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
15KNew |
$1.12M - $1.16M
|
15K
$1.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
15K+ 35.9% |
$1.12M - $1.16M
|
56.8K
$4.37M
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
BUY
|
- |
14.6K+ 10.01% |
$1.09M - $1.13M
|
161K
$12.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.7K+ 111.39% |
$1.03M - $1.06M
|
26.1K
$2.01M
|