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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
459+ 4.33% |
$34.3K - $35.2K
|
11K
$855K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
458+ 4.47% |
$34.2K - $35.2K
|
10.7K
$828K
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
454+ 2.52% |
$33.9K - $34.8K
|
18.5K
$1.43M
|
|
|
May 04, 2023
Q1 2023
|
Independent Family Office, LLC
|
BUY
|
- |
440+ 5.47% |
$32.9K - $33.8K
|
8.48K
$656K
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
423+ 0.95% |
$31.6K - $32.5K
|
45.1K
$3.49M
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
418New |
$31.2K - $32.1K
|
418
$32.3K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
412+ 13.13% |
$30.8K - $31.6K
|
3.55K
$275K
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
408+ 0.38% |
$30.5K - $31.3K
|
109K
$8.43M
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
387+ 1.52% |
$28.9K - $29.7K
|
25.9K
$2M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
377+ 11.28% |
$28.2K - $28.9K
|
3.72K
$288K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
350+ 0.66% |
$26.1K - $26.9K
|
53.4K
$4.13M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
347+ 10.6% |
$25.9K - $26.6K
|
3.62K
$280K
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
346+ 1.31% |
$25.8K - $26.6K
|
26.8K
$2.08M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
333+ 8.18% |
$24.9K - $25.6K
|
4.4K
$341K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
303New |
$22.6K - $23.3K
|
303
$23.4K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
295New |
$22K - $22.6K
|
295
$22.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
293+ 1.28% |
$21.9K - $22.5K
|
23.2K
$1.8M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
289+ 1.12% |
$21.6K - $22.2K
|
26K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
288+ 0.76% |
$21.5K - $22.1K
|
38K
$2.94M
|
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
277+ 0.31% |
$20.7K - $21.3K
|
90.3K
$6.98M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
271+ 3.42% |
$20.2K - $20.8K
|
8.19K
$634K
|
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
267+ 1.03% |
$19.9K - $20.5K
|
26.1K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
263+ 1.7% |
$19.6K - $20.2K
|
15.8K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
243+ 13.71% |
$18.1K - $18.7K
|
2.02K
$156K
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
241+ 0.32% |
$18K - $18.5K
|
76.1K
$5.89M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
239New |
$17.8K - $18.3K
|
239
$18.5K
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
235+ 1.14% |
$17.5K - $18K
|
20.8K
$1.61M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
234+ 16.55% |
$17.5K - $18K
|
1.65K
$127K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
233+ 6.59% |
$17.4K - $17.9K
|
3.77K
$291K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
215+ 8.86% |
$16.1K - $16.5K
|
2.64K
$204K
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
214+ 6.96% |
$16K - $16.4K
|
3.29K
$254K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
210New |
$15.7K - $16.1K
|
210
$16.2K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
210+ 0.13% |
$15.7K - $16.1K
|
160K
$12.4M
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
210+ 0.13% |
$15.7K - $16.1K
|
160K
$12.4M
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
208+ 169.11% |
$15.5K - $16K
|
331
$25.6K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
206+ 2.49% |
$15.4K - $15.8K
|
8.49K
$657K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
200New |
$14.9K - $15.4K
|
200
$15.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
- |
198+ 0.75% |
$14.8K - $15.2K
|
26.6K
$2.06M
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
198+ 5.48% |
$14.8K - $15.2K
|
3.81K
$295K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
189+ 29.58% |
$14.1K - $14.5K
|
828
$64K
|
|
|
May 01, 2023
Q1 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
181+ 0.45% |
$13.5K - $13.9K
|
40.7K
$3.14M
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
180+ 2.2% |
$13.4K - $13.8K
|
8.37K
$647K
|
|
|
Apr 17, 2023
Q1 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
180+ 3.96% |
$13.4K - $13.8K
|
4.72K
$365K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
172+ 0.94% |
$12.8K - $13.2K
|
18.5K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
167+ 3.41% |
$12.5K - $12.8K
|
5.07K
$392K
|
|
|
May 02, 2023
Q1 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
165+ 1.68% |
$12.3K - $12.7K
|
9.96K
$770K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
164New |
$12.2K - $12.6K
|
164
$12.7K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
159+ 387.8% |
$11.9K - $12.2K
|
200
$15.5K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
158+ 0.24% |
$11.8K - $12.1K
|
66.1K
$5.11M
|
|
|
Apr 12, 2023
Q1 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
150+ 2.55% |
$11.2K - $11.5K
|
6.03K
$466K
|