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 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
724New |
$54K - $55.8K
|
724
$55.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
713+ 1.5% |
$53.2K - $54.9K
|
48.4K
$3.73M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
707+ 831.76% |
$52.8K - $54.5K
|
792
$61K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
702+ 7.52% |
$52.4K - $54.1K
|
10K
$773K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
699New |
$52.2K - $53.8K
|
699
$53.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
685+ 13.73% |
$51.1K - $52.8K
|
5.68K
$437K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
682+ 1.98% |
$50.9K - $52.5K
|
35.1K
$2.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
681+ 85.13% |
$50.8K - $52.5K
|
1.48K
$114K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
678+ 0.26% |
$50.6K - $52.2K
|
260K
$20M
|
|
|
Jan 17, 2024
Q4 2023
|
Brewster Financial Planning LLC
|
BUY
|
- |
663+ 0.41% |
$49.5K - $51.1K
|
163K
$12.5M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
650+ 10.79% |
$48.5K - $50.1K
|
6.67K
$514K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
BUY
|
- |
646+ 2.46% |
$48.2K - $49.8K
|
26.9K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
598+ 5.21% |
$44.6K - $46.1K
|
12.1K
$930K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
579+ 7.34% |
$43.2K - $44.6K
|
8.47K
$652K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
577+ 3.86% |
$43.1K - $44.4K
|
15.5K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
564+ 18.85% |
$42.1K - $43.4K
|
3.56K
$274K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
548+ 4.57% |
$40.9K - $42.2K
|
12.5K
$965K
|
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
BUY
|
- |
539+ 1.18% |
$40.2K - $41.5K
|
46.1K
$3.55M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
523+ 1.16% |
$39K - $40.3K
|
45.6K
$3.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
517+ 1.69% |
$38.6K - $39.8K
|
31K
$2.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
503+ 3.58% |
$37.5K - $38.7K
|
14.6K
$1.12M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
493New |
$36.8K - $38K
|
493
$38K
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
490+ 8.23% |
$36.6K - $37.7K
|
6.45K
$496K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
463+ 3.36% |
$34.6K - $35.7K
|
14.2K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
457+ 6.37% |
$34.1K - $35.2K
|
7.63K
$587K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
454+ 227.0% |
$33.9K - $35K
|
654
$50.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
441+ 1.43% |
$32.9K - $34K
|
31.2K
$2.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
440+ 2.09% |
$32.8K - $33.9K
|
21.5K
$1.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
439+ 8.07% |
$32.8K - $33.8K
|
5.88K
$452K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
438+ 5.11% |
$32.7K - $33.7K
|
9K
$693K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
424+ 3.59% |
$31.6K - $32.7K
|
12.2K
$942K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
418+ 1.57% |
$31.2K - $32.2K
|
27K
$2.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
408+ 2.62% |
$30.5K - $31.4K
|
16K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
406+ 4.7% |
$30.3K - $31.3K
|
9.05K
$696K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
405+ 5.54% |
$30.2K - $31.2K
|
7.72K
$594K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
395+ 3.79% |
$29.5K - $30.4K
|
10.8K
$833K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
381+ 2.96% |
$28.4K - $29.3K
|
13.3K
$1.02M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
374+ 12.35% |
$27.9K - $28.8K
|
3.4K
$262K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
366+ 1.9% |
$27.3K - $28.2K
|
19.6K
$1.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
366+ 6.21% |
$27.3K - $28.2K
|
6.26K
$482K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
355+ 19.49% |
$26.5K - $27.3K
|
2.18K
$168K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
332New |
$24.8K - $25.6K
|
332
$25.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
330+ 8.76% |
$24.6K - $25.4K
|
4.1K
$315K
|
|
|
Feb 05, 2024
Q4 2023
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
324+ 9.17% |
$24.2K - $25K
|
3.86K
$297K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
324New |
$24.2K - $25K
|
324
$24.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
323+ 1.32% |
$24.1K - $24.9K
|
24.8K
$1.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
315New |
$23.5K - $24.3K
|
315
$24.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
315+ 8.99% |
$23.5K - $24.3K
|
3.82K
$294K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
312+ 0.84% |
$23.3K - $24K
|
37.6K
$2.89M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
310+ 6.77% |
$23.1K - $23.9K
|
4.89K
$376K
|