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 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
13.6K+ 1.44% |
$1.02M - $1.05M
|
962K
$74.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
13.6K+ 94.63% |
$1.01M - $1.04M
|
27.9K
$2.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
13.5K+ 6764.0% |
$1.01M - $1.04M
|
13.7K
$1.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
13.3KNew |
$995K - $1.03M
|
13.3K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
13.3K+ 10.62% |
$995K - $1.03M
|
139K
$10.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
13.2K+ 65.51% |
$988K - $1.02M
|
33.4K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
13.1K+ 248.29% |
$979K - $1.01M
|
18.4K
$1.42M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.1KNew |
$976K - $1.01M
|
13.1K
$1.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
12.9K+ 17.48% |
$965K - $996K
|
86.9K
$6.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
12.9KNew |
$964K - $995K
|
12.9K
$995K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
12.8K+ 48.99% |
$953K - $983K
|
38.8K
$2.99M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
12.5K+ 3.96% |
$933K - $963K
|
328K
$25.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
12K+ 6.66% |
$897K - $926K
|
192K
$14.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
12K+ 965.89% |
$894K - $923K
|
13.2K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.9K+ 75.23% |
$889K - $918K
|
27.7K
$2.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11.9K+ 11.62% |
$889K - $917K
|
114K
$8.8M
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
11.8K+ 1.89% |
$882K - $910K
|
638K
$49.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
11.8KNew |
$878K - $906K
|
11.8K
$906K
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
11.6KNew |
$863K - $891K
|
11.6K
$890K
|
|
|
Nov 14, 2024
Q4 2023
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
11.5KNew |
$856K - $883K
|
11.5K
$882K
|
|
|
Feb 05, 2024
Q4 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
11.4K+ 11.47% |
$853K - $880K
|
111K
$8.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
11.2KNew |
$835K - $862K
|
11.2K
$862K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
11.2K+ 4.16% |
$833K - $859K
|
279K
$21.5M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
10.7KNew |
$797K - $823K
|
10.7K
$822K
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
10.6K+ 4.19% |
$795K - $820K
|
265K
$20.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
10.5K+ 1.57% |
$781K - $806K
|
677K
$52.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
10.4K+ 55.6% |
$777K - $802K
|
29.1K
$2.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 7.59% |
$775K - $800K
|
147K
$11.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
10.4K+ 52.74% |
$773K - $797K
|
30K
$2.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
10.2KNew |
$762K - $786K
|
10.2K
$786K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
10.2KNew |
$760K - $784K
|
10.2K
$784K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
10.1K+ 51.0% |
$755K - $779K
|
30K
$2.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10.1K+ 10.09% |
$754K - $778K
|
110K
$8.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
10.1K+ 92.18% |
$754K - $778K
|
21.1K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
10.1K+ 85.67% |
$751K - $775K
|
21.8K
$1.68M
|
|
|
Jan 29, 2024
Q4 2023
|
Ug Investment Advisers Ltd.
Taipei, F5 |
BUY
|
- |
10K+ 76.92% |
$746K - $770K
|
23K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
9.92KNew |
$741K - $764K
|
9.92K
$764K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
9.92KNew |
$741K - $764K
|
9.92K
$764K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
9.91KNew |
$739K - $763K
|
9.91K
$763K
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
BUY
|
- |
9.81K+ 1.55% |
$732K - $756K
|
644K
$49.6M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9.8K+ 24.39% |
$731K - $755K
|
50K
$3.85M
|
|
|
Jan 09, 2024
Q4 2023
|
Fidato Wealth LLC
|
BUY
|
- |
9.75K+ 10.92% |
$728K - $751K
|
99.1K
$7.63M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
9.33KNew |
$697K - $719K
|
9.33K
$718K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
9.23K+ 14.18% |
$689K - $711K
|
74.3K
$5.72M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
9.08KNew |
$677K - $699K
|
9.08K
$699K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
9.05K+ 9.23% |
$675K - $697K
|
107K
$8.24M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
8.94K+ 10.46% |
$667K - $689K
|
94.4K
$7.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.87K+ 23.5% |
$662K - $684K
|
46.6K
$3.59M
|
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
8.79KNew |
$656K - $677K
|
8.79K
$676K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
8.63K+ 18.67% |
$644K - $665K
|
54.8K
$4.22M
|