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 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.06K+ 7.88% |
$378K - $390K
|
69.3K
$5.34M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5.03KNew |
$375K - $387K
|
5.03K
$387K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.98K+ 12.03% |
$372K - $384K
|
46.4K
$3.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
4.89KNew |
$365K - $377K
|
4.89K
$377K
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.83KNew |
$360K - $372K
|
4.83K
$372K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.78K+ 6.94% |
$357K - $368K
|
73.7K
$5.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.73KNew |
$353K - $364K
|
4.73K
$364K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.7KNew |
$351K - $362K
|
4.7K
$362K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
4.69K+ 11.49% |
$350K - $361K
|
45.5K
$3.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
4.65K+ 3.89% |
$347K - $358K
|
124K
$9.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.57K+ 748.28% |
$341K - $352K
|
5.18K
$399K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.53K+ 77.98% |
$338K - $349K
|
10.3K
$797K
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
4.52K+ 169.49% |
$338K - $348K
|
7.19K
$553K
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
4.49KNew |
$335K - $346K
|
4.49K
$346K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.44K+ 24.54% |
$332K - $342K
|
22.5K
$1.74M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.43K+ 147.42% |
$331K - $341K
|
7.44K
$573K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.39K+ 4.24% |
$328K - $338K
|
108K
$8.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
4.36KNew |
$325K - $336K
|
4.36K
$336K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
4.31KNew |
$322K - $332K
|
4.31K
$332K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
4.23K+ 13.35% |
$316K - $326K
|
35.9K
$2.77M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.11KNew |
$307K - $316K
|
4.11K
$316K
|
|
|
Jan 22, 2024
Q4 2023
|
Fort Henry Capital, LLC
|
BUY
|
- |
4.1K+ 1.5% |
$306K - $316K
|
278K
$21.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
4.08K+ 0.87% |
$305K - $314K
|
474K
$36.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.06K+ 61.94% |
$303K - $313K
|
10.6K
$817K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.04KNew |
$301K - $311K
|
4.04K
$311K
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
4KNew |
$299K - $308K
|
4K
$308K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
4K+ 0.45% |
$298K - $308K
|
901K
$69.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.98KNew |
$297K - $307K
|
3.98K
$307K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.97K+ 14.05% |
$296K - $306K
|
32.2K
$2.48M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.92KNew |
$293K - $302K
|
3.92K
$302K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.86KNew |
$288K - $298K
|
3.86K
$297K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.85K+ 1.18% |
$287K - $296K
|
330K
$25.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.82K+ 0.65% |
$285K - $294K
|
588K
$45.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
3.82KNew |
$285K - $294K
|
3.82K
$294K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.79KNew |
$283K - $292K
|
3.79K
$291K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.73K+ 77.99% |
$279K - $287K
|
8.52K
$656K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.67KNew |
$274K - $283K
|
3.67K
$283K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.66K+ 28.94% |
$273K - $282K
|
16.3K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
3.6KNew |
$269K - $277K
|
3.6K
$277K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.6KNew |
$268K - $277K
|
3.6K
$277K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.52K+ 24.32% |
$263K - $271K
|
18K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.52K+ 3.66% |
$263K - $271K
|
99.6K
$7.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.48KNew |
$260K - $268K
|
3.48K
$268K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
3.43K+ 116.63% |
$256K - $264K
|
6.37K
$490K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.42KNew |
$255K - $264K
|
3.42K
$263K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
3.4K+ 124.13% |
$253K - $262K
|
6.13K
$472K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
3.29K+ 14.73% |
$246K - $254K
|
25.6K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3.29KNew |
$245K - $253K
|
3.29K
$253K
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
3.26KNew |
$244K - $251K
|
3.26K
$251K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
3.25K+ 1.3% |
$242K - $250K
|
253K
$19.5M
|