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 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32.5K- 18.46% |
$2.52M - $2.62M
|
143K
$11.1M
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-32.7K- 15.62% |
$2.54M - $2.64M
|
177K
$13.7M
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-32.9K- 7.96% |
$2.55M - $2.65M
|
380K
$29.4M
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
SELL
|
- |
-33.7KClosed |
$2.62M - $2.72M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-33.8K- 91.3% |
$2.62M - $2.73M
|
3.22K
$249K
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-34.4K- 26.53% |
$2.67M - $2.78M
|
95.2K
$7.36M
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
SELL
|
- |
-34.8KClosed |
$2.7M - $2.81M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-35.4K- 61.32% |
$2.75M - $2.86M
|
22.4K
$1.73M
|
|
Apr 20, 2022
Q1 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-35.5K- 24.44% |
$2.76M - $2.87M
|
110K
$8.49M
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-35.7KClosed |
$2.78M - $2.89M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-36.6K- 22.14% |
$2.85M - $2.96M
|
129K
$9.97M
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-37.2K- 3.24% |
$2.89M - $3M
|
1.11M
$86M
|
|
May 10, 2022
Q1 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-37.8K- 24.25% |
$2.94M - $3.05M
|
118K
$9.13M
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-38.5K- 27.87% |
$2.99M - $3.11M
|
99.6K
$7.7M
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-39.9K- 82.74% |
$3.1M - $3.22M
|
8.33K
$644K
|
|
Oct 04, 2022
Q1 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-41.3KClosed |
$3.21M - $3.34M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-41.4K- 7.84% |
$3.22M - $3.35M
|
487K
$37.7M
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-43.6KClosed |
$3.39M - $3.52M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-44.9KClosed |
$3.48M - $3.62M
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Refined Wealth Management
|
SELL
|
- |
-44.9K- 30.41% |
$3.49M - $3.63M
|
103K
$7.94M
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-46.2K- 82.19% |
$3.59M - $3.73M
|
10K
$775K
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-46.6K- 83.81% |
$3.62M - $3.76M
|
9K
$696K
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-46.7K- 6.64% |
$3.62M - $3.77M
|
656K
$50.7M
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-47.3K- 72.44% |
$3.67M - $3.82M
|
18K
$1.39M
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-49K- 18.14% |
$3.8M - $3.96M
|
221K
$17.1M
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-51.3K- 99.51% |
$3.98M - $4.14M
|
255
$19.7K
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-53.5K- 20.61% |
$4.16M - $4.32M
|
206K
$16M
|
|
May 06, 2022
Q1 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-53.6KClosed |
$4.17M - $4.33M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-56.9K- 17.65% |
$4.42M - $4.6M
|
266K
$20.5M
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-57.1K- 80.19% |
$4.43M - $4.61M
|
14.1K
$1.09M
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
SELL
|
- |
-57.7K- 17.54% |
$4.48M - $4.66M
|
271K
$21M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-58.5K- 3.85% |
$4.54M - $4.72M
|
1.46M
$113M
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
SELL
|
- |
-58.7K- 59.65% |
$4.56M - $4.74M
|
39.7K
$3.07M
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-59.5K- 12.16% |
$4.62M - $4.8M
|
430K
$33.2M
|
|
May 11, 2022
Q1 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-59.6K- 35.5% |
$4.63M - $4.81M
|
108K
$8.37M
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-61.3KClosed |
$4.76M - $4.95M
|
0
$0
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-62K- 50.23% |
$4.81M - $5M
|
61.4K
$4.75M
|
|
May 11, 2022
Q1 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-62.5K- 6.44% |
$4.86M - $5.05M
|
908K
$70.2M
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-63.2K- 85.08% |
$4.91M - $5.1M
|
11.1K
$857K
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-64.7KClosed |
$5.02M - $5.22M
|
0
$0
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
SELL
|
- |
-66.5K- 25.42% |
$5.17M - $5.37M
|
195K
$15.1M
|
|
Apr 11, 2022
Q1 2022
|
Titan Capital Management, LLC
|
SELL
|
- |
-67.1KClosed |
$5.21M - $5.41M
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-68.3K- 51.14% |
$5.3M - $5.51M
|
65.2K
$5.04M
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-68.8K- 48.74% |
$5.34M - $5.55M
|
72.3K
$5.59M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-69.1K- 52.5% |
$5.37M - $5.58M
|
62.5K
$4.83M
|
|
Apr 18, 2022
Q1 2022
|
Marks Wealth, LLC
|
SELL
|
- |
-73.7K- 61.23% |
$5.72M - $5.95M
|
46.7K
$3.61M
|
|
Mar 11, 2024
Q1 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-75.9K- 35.84% |
$5.9M - $6.13M
|
136K
$10.5M
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-80.8K- 24.75% |
$6.27M - $6.52M
|
246K
$19M
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-84K- 2.67% |
$6.52M - $6.78M
|
3.06M
$237M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-90.7K- 3.33% |
$7.04M - $7.32M
|
2.63M
$203M
|