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 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
26.3K+ 3.49% |
$2.05M - $2.13M
|
780K
$60.3M
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
25.5K+ 43.4% |
$1.98M - $2.06M
|
84.3K
$6.52M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
24.3K+ 28.54% |
$1.89M - $1.96M
|
109K
$8.46M
|
|
|
May 10, 2022
Q1 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
24.2K+ 22.62% |
$1.88M - $1.95M
|
131K
$10.1M
|
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
BUY
|
- |
24K+ 77.98% |
$1.86M - $1.93M
|
54.7K
$4.23M
|
|
|
May 16, 2022
Q1 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
23.9K+ 237.87% |
$1.85M - $1.93M
|
33.9K
$2.62M
|
|
|
May 09, 2022
Q1 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
23.8KNew |
$1.85M - $1.92M
|
23.8K
$1.84M
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
23.6K+ 3.68% |
$1.84M - $1.91M
|
666K
$51.5M
|
|
|
May 11, 2022
Q1 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
23.4K+ 7.1% |
$1.82M - $1.89M
|
354K
$27.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
23.4K+ 106.17% |
$1.82M - $1.89M
|
45.5K
$3.52M
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
22.9K+ 73.42% |
$1.78M - $1.85M
|
54K
$4.18M
|
|
|
Oct 09, 2024
Q1 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
22.6K+ 4.04% |
$1.75M - $1.82M
|
581K
$44.9M
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
22.2K+ 3.81% |
$1.72M - $1.79M
|
604K
$46.7M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
22K+ 7.42% |
$1.71M - $1.77M
|
318K
$24.6M
|
|
|
May 05, 2022
Q1 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
21.9K+ 83.82% |
$1.7M - $1.77M
|
48.1K
$3.72M
|
|
|
Apr 21, 2022
Q1 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
21.6KNew |
$1.68M - $1.74M
|
21.6K
$1.67M
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
21.5K+ 2.71% |
$1.67M - $1.73M
|
814K
$62.9M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
21.5K+ 117.07% |
$1.67M - $1.73M
|
39.8K
$3.08M
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
21.5K+ 11.42% |
$1.67M - $1.73M
|
210K
$16.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
21.4K+ 115.92% |
$1.66M - $1.73M
|
39.8K
$3.08M
|
|
|
May 18, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
21.3KNew |
$1.66M - $1.72M
|
21.3K
$1.65M
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
21.3K+ 20.83% |
$1.65M - $1.72M
|
123K
$9.55M
|
|
|
Apr 12, 2022
Q1 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
21.1K+ 26.06% |
$1.64M - $1.7M
|
102K
$7.89M
|
|
|
Apr 19, 2022
Q1 2022
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
19.6K+ 8.08% |
$1.53M - $1.59M
|
263K
$20.3M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.4K+ 9.44% |
$1.51M - $1.57M
|
225K
$17.4M
|
|
|
May 03, 2022
Q1 2022
|
Calamos Advisors LLC
|
BUY
|
- |
18.6KNew |
$1.44M - $1.5M
|
18.6K
$1.44M
|
|
|
May 02, 2022
Q1 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
18.5K+ 44.55% |
$1.44M - $1.49M
|
60K
$4.64M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.9K+ 2.25% |
$1.39M - $1.44M
|
813K
$62.9M
|
|
|
May 05, 2022
Q1 2022
|
Human Investing LLC
|
BUY
|
- |
17.5K+ 5.05% |
$1.36M - $1.41M
|
363K
$28.1M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
17.3KNew |
$1.34M - $1.4M
|
17.3K
$1.34M
|
|
|
Apr 28, 2022
Q1 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
17.2K+ 8.99% |
$1.33M - $1.39M
|
208K
$16.1M
|
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
17K+ 26.3% |
$1.32M - $1.37M
|
81.8K
$6.32M
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
16.5K+ 9.63% |
$1.28M - $1.33M
|
188K
$14.5M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
16.5K+ 3.39% |
$1.28M - $1.33M
|
503K
$38.9M
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
16.5KNew |
$1.28M - $1.33M
|
16.5K
$1.27M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16.4K+ 0.5% |
$1.27M - $1.32M
|
3.29M
$254M
|
|
|
Apr 15, 2022
Q1 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
16.3K+ 633.62% |
$1.26M - $1.31M
|
18.9K
$1.46M
|
|
|
May 05, 2022
Q1 2022
|
Allen Investment Management LLC
|
BUY
|
- |
16K+ 14.2% |
$1.24M - $1.29M
|
129K
$9.97M
|
|
|
Apr 29, 2022
Q1 2022
|
Chico Wealth Ria
|
BUY
|
- |
15.6KNew |
$1.21M - $1.26M
|
15.6K
$1.2M
|
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
15.4K+ 18.15% |
$1.19M - $1.24M
|
100K
$7.73M
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
15.2K+ 12.55% |
$1.18M - $1.23M
|
137K
$10.6M
|
|
|
May 10, 2022
Q1 2022
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
14.8KNew |
$1.15M - $1.19M
|
14.8K
$1.14M
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
14.7K+ 9.63% |
$1.14M - $1.19M
|
168K
$13M
|
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
14.4KNew |
$1.12M - $1.16M
|
14.4K
$1.11M
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
14.4KNew |
$1.12M - $1.16M
|
14.4K
$1.11M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
14.3K+ 3.6% |
$1.11M - $1.15M
|
411K
$31.7M
|
|
|
May 03, 2022
Q1 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
14K+ 8.61% |
$1.09M - $1.13M
|
177K
$13.7M
|
|
|
May 09, 2022
Q1 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
14K+ 10.51% |
$1.09M - $1.13M
|
147K
$11.4M
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
13.8K+ 22.56% |
$1.07M - $1.11M
|
74.8K
$5.78M
|
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
13.6KNew |
$1.06M - $1.1M
|
13.6K
$1.05M
|