Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.02KNew |
$300K - $309K
|
4.02K
$311K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
3.96K+ 2.41% |
$296K - $304K
|
168K
$13M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.92KNew |
$292K - $301K
|
3.92K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.88K+ 10.53% |
$290K - $298K
|
40.8K
$3.15M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
3.87K+ 1.72% |
$289K - $297K
|
228K
$17.7M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
3.82K+ 6.02% |
$285K - $293K
|
67.3K
$5.2M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
3.77K+ 2.55% |
$282K - $289K
|
152K
$11.7M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.72K+ 6.47% |
$278K - $286K
|
61.2K
$4.74M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.7K+ 21.59% |
$276K - $284K
|
20.8K
$1.61M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.65K+ 52.23% |
$272K - $280K
|
10.6K
$822K
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3.62K+ 26.25% |
$270K - $278K
|
17.4K
$1.35M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.51K+ 22.86% |
$262K - $269K
|
18.8K
$1.46M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
3.46K+ 47.67% |
$259K - $266K
|
10.7K
$830K
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
3.45K+ 12.69% |
$258K - $265K
|
30.7K
$2.37M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.43K+ 24.07% |
$256K - $263K
|
17.7K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3.31KNew |
$247K - $254K
|
3.31K
$256K
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3.3KNew |
$246K - $253K
|
3.3K
$255K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.26K+ 24.03% |
$243K - $250K
|
16.8K
$1.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
3.26K+ 19.27% |
$243K - $250K
|
20.1K
$1.56M
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
3.25K+ 1.5% |
$242K - $249K
|
219K
$17M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
3.2K+ 26.59% |
$239K - $246K
|
15.2K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.18K+ 3.83% |
$238K - $244K
|
86.3K
$6.67M
|
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
3.09K+ 15.1% |
$230K - $237K
|
23.5K
$1.82M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.04KNew |
$227K - $233K
|
3.04K
$235K
|
|
|
May 05, 2023
Q1 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
3.01KNew |
$225K - $231K
|
3.01K
$233K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3KNew |
$224K - $230K
|
3K
$232K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.98K+ 9.21% |
$222K - $228K
|
35.3K
$2.73M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.91KNew |
$217K - $223K
|
2.91K
$225K
|
|
|
Apr 27, 2023
Q1 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.9KNew |
$217K - $223K
|
2.9K
$224K
|
|
|
Apr 19, 2023
Q1 2023
|
Better Wealth, LLC
|
BUY
|
- |
2.88K+ 1.72% |
$215K - $221K
|
171K
$13.2M
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.88K+ 10.95% |
$215K - $221K
|
29.1K
$2.25M
|
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
BUY
|
- |
2.87K+ 3.66% |
$214K - $220K
|
81.4K
$6.3M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
2.87K+ 1.43% |
$214K - $220K
|
203K
$15.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.85KNew |
$213K - $219K
|
2.85K
$220K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
2.84K+ 2.53% |
$212K - $218K
|
115K
$8.89M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.84K+ 1.83% |
$212K - $218K
|
158K
$12.2M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.83K+ 7.35% |
$211K - $217K
|
41.3K
$3.2M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.79KNew |
$208K - $214K
|
2.79K
$215K
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
2.74K+ 2.54% |
$205K - $211K
|
111K
$8.57M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.74KNew |
$205K - $210K
|
2.74K
$212K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2.73KNew |
$204K - $210K
|
2.73K
$211K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.73K+ 10.59% |
$204K - $210K
|
28.5K
$2.21M
|
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.73K+ 60.24% |
$204K - $209K
|
7.25K
$561K
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.72KNew |
$203K - $209K
|
2.72K
$210K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
2.72K+ 57.42% |
$203K - $209K
|
7.45K
$576K
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.71KNew |
$202K - $208K
|
2.71K
$209K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
2.69KNew |
$201K - $206K
|
2.69K
$208K
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.65KNew |
$198K - $203K
|
2.65K
$205K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
2.64KNew |
$197K - $203K
|
2.64K
$204K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.61K+ 14.43% |
$195K - $201K
|
20.7K
$1.6M
|