Purchases and Sales Made in Q1 2022 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 2022. 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 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
108K+ 2475.38% |
$8.38M - $8.71M
|
112K
$8.68M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
104K+ 27.4% |
$8.05M - $8.36M
|
482K
$37.3M
|
|
May 12, 2022
Q1 2022
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
102K+ 1072.01% |
$7.94M - $8.26M
|
112K
$8.65M
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
96.7K+ 2894.01% |
$7.51M - $7.8M
|
100K
$7.73M
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
88.2K+ 143.18% |
$6.85M - $7.12M
|
150K
$11.6M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
86.2K+ 24.72% |
$6.69M - $6.95M
|
435K
$33.6M
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
81.8K+ 21.97% |
$6.35M - $6.6M
|
454K
$35.1M
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
81.5K+ 8.16% |
$6.33M - $6.58M
|
1.08M
$83.5M
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
79.6K+ 4.45% |
$6.19M - $6.43M
|
1.87M
$144M
|
|
Apr 27, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
75.3K+ 51.94% |
$5.85M - $6.08M
|
220K
$17M
|
|
Apr 12, 2022
Q1 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
74.1K+ 86.8% |
$5.75M - $5.98M
|
159K
$12.3M
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
63.8K+ 1332.41% |
$4.96M - $5.15M
|
68.6K
$5.31M
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
63.4KNew |
$4.93M - $5.12M
|
63.4K
$4.9M
|
|
May 13, 2022
Q1 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
62.2KNew |
$4.83M - $5.02M
|
62.2K
$4.81M
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
62.2KNew |
$4.83M - $5.02M
|
62.2K
$4.81M
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
57.6K+ 183.51% |
$4.47M - $4.65M
|
89K
$6.88M
|
|
Apr 14, 2022
Q1 2022
|
Next Capital Advisers, Inc.
|
BUY
|
- |
55K+ 3.14% |
$4.27M - $4.44M
|
1.81M
$140M
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
54.6K+ 49.44% |
$4.24M - $4.41M
|
165K
$12.8M
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
53.2K+ 11.08% |
$4.13M - $4.29M
|
533K
$41.2M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
53.1K+ 7.23% |
$4.13M - $4.29M
|
789K
$61M
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
52.9K+ 6.19% |
$4.11M - $4.27M
|
908K
$70.2M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50.6K+ 15.55% |
$3.93M - $4.08M
|
376K
$29.1M
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
48.4K+ 1715.3% |
$3.76M - $3.91M
|
51.3K
$3.96M
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
48.2K+ 2.06% |
$3.74M - $3.89M
|
2.39M
$185M
|
|
Mar 28, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
44.9K+ 1119.2% |
$3.49M - $3.62M
|
48.9K
$3.78M
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
43.4KNew |
$3.37M - $3.51M
|
43.4K
$3.36M
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
42.5K+ 30.36% |
$3.3M - $3.43M
|
183K
$14.1M
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
39.5KNew |
$3.07M - $3.19M
|
39.5K
$3.06M
|
|
May 09, 2022
Q1 2022
|
Banco Santander, S.A.
|
BUY
|
- |
38.6K+ 91.67% |
$3M - $3.12M
|
80.7K
$6.24M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.9K+ 0.1% |
$2.94M - $3.06M
|
39.6M
$3.06B
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
35.3K+ 3.96% |
$2.74M - $2.85M
|
927K
$71.7M
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
35.2K+ 17.65% |
$2.73M - $2.84M
|
234K
$18.1M
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
34.4K+ 1306.42% |
$2.67M - $2.78M
|
37K
$2.86M
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
33K+ 12.61% |
$2.56M - $2.66M
|
295K
$22.8M
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
32.1K+ 1326.14% |
$2.49M - $2.59M
|
34.5K
$2.67M
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
31.9K+ 22.86% |
$2.48M - $2.58M
|
172K
$13.3M
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
31.7KNew |
$2.46M - $2.56M
|
31.7K
$2.45M
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
30.9K+ 47.9% |
$2.4M - $2.49M
|
95.3K
$7.37M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
30.2KNew |
$2.35M - $2.44M
|
30.2K
$2.34M
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
29.8KNew |
$2.32M - $2.41M
|
29.8K
$2.31M
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
29K+ 5.4% |
$2.25M - $2.34M
|
566K
$43.7M
|
|
Apr 12, 2022
Q1 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
28.9K+ 43.5% |
$2.24M - $2.33M
|
95.3K
$7.37M
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
28.5K+ 8.35% |
$2.21M - $2.3M
|
369K
$28.6M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
28.1K+ 44.76% |
$2.19M - $2.27M
|
91K
$7.04M
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
27.9KNew |
$2.17M - $2.25M
|
27.9K
$2.16M
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
27.9KNew |
$2.17M - $2.25M
|
27.9K
$2.16M
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
27.7K+ 5.51% |
$2.15M - $2.24M
|
530K
$41M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
26.9K+ 117.98% |
$2.09M - $2.17M
|
49.7K
$3.84M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
26.5K+ 29.41% |
$2.05M - $2.14M
|
116K
$9M
|
|
May 05, 2022
Q1 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
26.4K+ 35.86% |
$2.05M - $2.13M
|
99.9K
$7.73M
|