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 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.16K+ 0.93% |
$236K - $243K
|
342K
$26.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
3.14K+ 35.65% |
$234K - $242K
|
11.9K
$919K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.04KNew |
$227K - $234K
|
3.04K
$234K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
3K+ 86.96% |
$224K - $231K
|
6.45K
$497K
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
2.98KNew |
$222K - $230K
|
2.98K
$229K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.96KNew |
$221K - $228K
|
2.96K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.96K+ 4.24% |
$221K - $228K
|
72.6K
$5.59M
|
|
|
Dec 26, 2024
Q4 2023
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
2.92KNew |
$218K - $225K
|
2.92K
$225K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.9KNew |
$216K - $223K
|
2.9K
$223K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.87KNew |
$214K - $221K
|
2.87K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
2.85KNew |
$212K - $219K
|
2.85K
$219K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
2.77K+ 9.66% |
$207K - $213K
|
31.4K
$2.42M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.76K+ 16.62% |
$206K - $213K
|
19.4K
$1.49M
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.72KNew |
$203K - $209K
|
2.72K
$209K
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.69K+ 18.85% |
$201K - $207K
|
17K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.66KNew |
$198K - $205K
|
2.66K
$204K
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.65K+ 14.71% |
$197K - $204K
|
20.6K
$1.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.64KNew |
$197K - $203K
|
2.64K
$203K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.63KNew |
$196K - $202K
|
2.63K
$202K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.63KNew |
$196K - $202K
|
2.63K
$202K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.63KNew |
$196K - $202K
|
2.63K
$202K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.62KNew |
$195K - $201K
|
2.62K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.58K+ 3.33% |
$193K - $199K
|
80K
$6.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.53K+ 7.43% |
$189K - $195K
|
36.6K
$2.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.53K+ 19.97% |
$189K - $195K
|
15.2K
$1.17M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.51KNew |
$187K - $193K
|
2.51K
$193K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.49K+ 58.79% |
$186K - $192K
|
6.72K
$517K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.49K+ 69.93% |
$186K - $191K
|
6.04K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.48K+ 49.76% |
$185K - $191K
|
7.47K
$575K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
2.46KNew |
$184K - $189K
|
2.46K
$189K
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
2.44K+ 3.03% |
$182K - $188K
|
82.9K
$6.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
2.4K+ 12.66% |
$179K - $185K
|
21.3K
$1.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.38K+ 7.38% |
$177K - $183K
|
34.6K
$2.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.33K+ 28.68% |
$174K - $179K
|
10.5K
$805K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.32K+ 1.47% |
$173K - $179K
|
160K
$12.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.22K+ 25.9% |
$166K - $171K
|
10.8K
$830K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.2K+ 4.51% |
$164K - $169K
|
50.9K
$3.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.19K+ 12.61% |
$163K - $169K
|
19.6K
$1.51M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.19K+ 1094.0% |
$163K - $169K
|
2.39K
$184K
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
2.15K+ 2.37% |
$161K - $166K
|
92.8K
$7.14M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.14K+ 17.52% |
$160K - $165K
|
14.4K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.13K+ 3.25% |
$159K - $164K
|
67.5K
$5.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.04K+ 3.94% |
$152K - $157K
|
53.8K
$4.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
1.99K+ 2.34% |
$149K - $153K
|
87K
$6.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.99K+ 5.33% |
$148K - $153K
|
39.3K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.88K+ 6.94% |
$140K - $144K
|
28.9K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.87K+ 13.21% |
$140K - $144K
|
16.1K
$1.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.86KNew |
$139K - $143K
|
1.86K
$143K
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
1.85K+ 1.48% |
$138K - $143K
|
127K
$9.77M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.85K+ 8.23% |
$138K - $143K
|
24.4K
$1.87M
|