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 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-20.3K- 56.19% |
$1.52M - $1.57M
|
15.9K
$1.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-21.8K- 8.76% |
$1.63M - $1.68M
|
227K
$17.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-22.2K- 14.4% |
$1.66M - $1.71M
|
132K
$10.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-24.2K- 44.79% |
$1.81M - $1.87M
|
29.9K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-24.5K- 25.17% |
$1.83M - $1.89M
|
72.8K
$5.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-25.3K- 8.72% |
$1.89M - $1.95M
|
265K
$20.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-26K- 5.44% |
$1.94M - $2M
|
452K
$34.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-26.9K- 16.45% |
$2.01M - $2.07M
|
137K
$10.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-27.4K- 28.18% |
$2.05M - $2.11M
|
69.9K
$5.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.5K- 1.8% |
$2.05M - $2.12M
|
1.49M
$115M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-28.2K- 51.42% |
$2.11M - $2.17M
|
26.7K
$2.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-28.6K- 21.64% |
$2.13M - $2.2M
|
103K
$7.96M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-29.2KClosed |
$2.18M - $2.25M
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-30.7K- 2.28% |
$2.29M - $2.37M
|
1.32M
$102M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-31.4K- 2.48% |
$2.35M - $2.42M
|
1.24M
$95.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-32.5K- 10.76% |
$2.43M - $2.51M
|
270K
$20.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-32.7K- 54.14% |
$2.44M - $2.52M
|
27.7K
$2.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-35.4K- 5.21% |
$2.64M - $2.73M
|
644K
$49.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-35.6K- 25.61% |
$2.65M - $2.74M
|
103K
$7.95M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-38K- 23.89% |
$2.84M - $2.93M
|
121K
$9.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-41.2K- 59.78% |
$3.08M - $3.17M
|
27.7K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-41.3K- 42.83% |
$3.08M - $3.18M
|
55.1K
$4.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-41.5K- 3.73% |
$3.1M - $3.2M
|
1.07M
$82.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-41.7K- 41.57% |
$3.11M - $3.21M
|
58.6K
$4.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-43.9K- 49.78% |
$3.28M - $3.39M
|
44.3K
$3.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-46.6K- 3.23% |
$3.48M - $3.59M
|
1.4M
$108M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-48.7K- 92.78% |
$3.64M - $3.75M
|
3.8K
$292K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-49.6K- 7.63% |
$3.7M - $3.82M
|
601K
$46.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-49.7K- 97.94% |
$3.71M - $3.83M
|
1.05K
$80.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-49.8K- 48.06% |
$3.72M - $3.84M
|
53.8K
$4.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-50.6K- 89.72% |
$3.77M - $3.9M
|
5.8K
$446K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-53.1K- 34.14% |
$3.97M - $4.09M
|
102K
$7.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-53.6K- 9.81% |
$4M - $4.13M
|
493K
$38M
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-54.1K- 37.78% |
$4.04M - $4.17M
|
89.1K
$6.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-57K- 73.5% |
$4.26M - $4.39M
|
20.6K
$1.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-57.5K- 54.0% |
$4.29M - $4.43M
|
49K
$3.77M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-61.6K- 39.69% |
$4.6M - $4.74M
|
93.6K
$7.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-62K- 7.1% |
$4.62M - $4.77M
|
811K
$62.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-62.1K- 44.0% |
$4.64M - $4.78M
|
79.1K
$6.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-64.8K- 96.0% |
$4.84M - $4.99M
|
2.7K
$208K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-65.4K- 53.66% |
$4.88M - $5.04M
|
56.5K
$4.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-66.2K- 7.07% |
$4.94M - $5.1M
|
871K
$67M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-66.9K- 12.26% |
$4.99M - $5.15M
|
479K
$36.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-76.6K- 43.0% |
$5.71M - $5.9M
|
101K
$7.81M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-81.8K- 11.44% |
$6.11M - $6.3M
|
633K
$48.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-85.7K- 27.97% |
$6.39M - $6.6M
|
221K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-85.9K- 5.5% |
$6.41M - $6.62M
|
1.48M
$114M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-90.5K- 53.38% |
$6.75M - $6.97M
|
79K
$6.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-94.1K- 22.06% |
$7.02M - $7.25M
|
332K
$25.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-98.3K- 1.87% |
$7.34M - $7.57M
|
5.17M
$398M
|