Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.3K- 15.78% |
$855K - $872K
|
60.5K
$4.72M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-11.5K- 15.58% |
$865K - $882K
|
62.1K
$4.85M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-11.6K- 27.31% |
$878K - $895K
|
30.9K
$2.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12K- 10.59% |
$907K - $924K
|
101K
$7.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-12.3K- 17.99% |
$930K - $948K
|
56.1K
$4.38M
|
|
|
Jul 26, 2023
Q2 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-12.5K- 5.83% |
$947K - $966K
|
202K
$15.8M
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-12.7K- 10.64% |
$961K - $979K
|
107K
$8.34M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-13.1K- 35.22% |
$990K - $1.01M
|
24.1K
$1.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-13.2K- 30.13% |
$995K - $1.01M
|
30.5K
$2.39M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-13.2K- 59.09% |
$1M - $1.02M
|
9.16K
$716K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-14.2K- 70.55% |
$1.07M - $1.09M
|
5.93K
$463K
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-14.8K- 62.1% |
$1.11M - $1.14M
|
9.01K
$704K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-14.8K- 89.27% |
$1.12M - $1.14M
|
1.78K
$139K
|
|
|
Jul 05, 2023
Q2 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-16.6K- 23.99% |
$1.26M - $1.28M
|
52.7K
$4.12M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17.5K- 10.05% |
$1.32M - $1.35M
|
157K
$12.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.8K- 0.97% |
$1.34M - $1.37M
|
1.82M
$142M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-18.6K- 14.09% |
$1.41M - $1.43M
|
114K
$8.87M
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-20.4K- 8.8% |
$1.54M - $1.57M
|
212K
$16.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-20.6K- 14.34% |
$1.55M - $1.58M
|
123K
$9.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-20.7K- 37.95% |
$1.57M - $1.6M
|
33.9K
$2.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-21K- 4.24% |
$1.58M - $1.61M
|
474K
$37M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-21.3K- 25.57% |
$1.61M - $1.64M
|
62.1K
$4.85M
|
|
|
Jul 20, 2023
Q2 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-21.7K- 4.07% |
$1.64M - $1.67M
|
510K
$39.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-23.2K- 84.59% |
$1.75M - $1.78M
|
4.22K
$330K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-23.7K- 46.89% |
$1.79M - $1.83M
|
26.9K
$2.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23.9K- 30.51% |
$1.81M - $1.84M
|
54.5K
$4.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-24.3K- 27.77% |
$1.84M - $1.87M
|
63.2K
$4.94M
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-24.9K- 16.69% |
$1.88M - $1.92M
|
125K
$9.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-25.1K- 22.57% |
$1.9M - $1.93M
|
86.2K
$6.73M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-25.9K- 22.1% |
$1.96M - $1.99M
|
91.3K
$7.13M
|
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-26.1K- 20.41% |
$1.97M - $2.01M
|
102K
$7.94M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-27.4K- 71.95% |
$2.07M - $2.11M
|
10.7K
$833K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-28K- 9.35% |
$2.11M - $2.15M
|
271K
$21.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-28.6K- 22.01% |
$2.16M - $2.2M
|
101K
$7.92M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-29.1K- 42.1% |
$2.2M - $2.24M
|
40.1K
$3.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-29.5K- 18.57% |
$2.23M - $2.27M
|
129K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-30.3K- 3.02% |
$2.29M - $2.33M
|
974K
$76.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-30.4K- 43.1% |
$2.3M - $2.34M
|
40.2K
$3.14M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-30.8K- 87.19% |
$2.32M - $2.37M
|
4.52K
$353K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32.3K- 44.92% |
$2.44M - $2.48M
|
39.6K
$3.09M
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-32.9K- 43.3% |
$2.48M - $2.53M
|
43K
$3.36M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-33.6K- 2.47% |
$2.54M - $2.58M
|
1.33M
$104M
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-33.8K- 46.07% |
$2.56M - $2.6M
|
39.6K
$3.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-35K- 16.84% |
$2.64M - $2.69M
|
173K
$13.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-35.1K- 10.84% |
$2.65M - $2.7M
|
289K
$22.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-35.6K- 6.4% |
$2.69M - $2.74M
|
520K
$40.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-35.9K- 2.75% |
$2.71M - $2.76M
|
1.27M
$99.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-36.8K- 41.31% |
$2.78M - $2.83M
|
52.3K
$4.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-37.3K- 6.19% |
$2.82M - $2.87M
|
565K
$44.1M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-38.2K- 79.74% |
$2.89M - $2.94M
|
9.71K
$758K
|