Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Jul 28, 2021
Q2 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
14.6K+ 157.34% |
$1.2M - $1.21M
|
23.9K
$1.85M
|
|
Jul 29, 2021
Q2 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
14.3K+ 20.37% |
$1.18M - $1.18M
|
84.7K
$6.55M
|
|
Jul 23, 2021
Q2 2021
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
14.3K+ 8.25% |
$1.17M - $1.18M
|
187K
$14.5M
|
|
Aug 09, 2021
Q2 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
14.2K+ 28.15% |
$1.16M - $1.17M
|
64.6K
$5M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
13.9K+ 0.32% |
$1.14M - $1.15M
|
4.38M
$339M
|
|
Aug 16, 2021
Q2 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
13.7K+ 11.82% |
$1.12M - $1.13M
|
130K
$10M
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.2K+ 8.36% |
$1.09M - $1.09M
|
172K
$13.3M
|
|
Aug 02, 2021
Q2 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
13.2K+ 1.16% |
$1.08M - $1.09M
|
1.15M
$89.2M
|
|
Jul 29, 2021
Q2 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
13.2K+ 14.0% |
$1.08M - $1.09M
|
107K
$8.3M
|
|
Jul 13, 2021
Q2 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
13.1K+ 58.24% |
$1.07M - $1.08M
|
35.5K
$2.75M
|
|
Aug 11, 2021
Q2 2021
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
12.8KNew |
$1.05M - $1.05M
|
12.8K
$990K
|
|
Aug 17, 2021
Q2 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12.8K+ 8.75% |
$1.05M - $1.05M
|
159K
$12.3M
|
|
Jul 14, 2021
Q2 2021
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
12.6K+ 13.47% |
$1.04M - $1.04M
|
106K
$8.23M
|
|
Aug 10, 2021
Q2 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
12.6K+ 501.51% |
$1.03M - $1.04M
|
15.1K
$1.17M
|
|
Aug 03, 2021
Q2 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
12.6K+ 168.51% |
$1.03M - $1.04M
|
20K
$1.55M
|
|
Aug 13, 2021
Q2 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
12.4K+ 8.73% |
$1.02M - $1.03M
|
155K
$12M
|
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
12.4K+ 201.64% |
$1.02M - $1.02M
|
18.6K
$1.44M
|
|
Aug 04, 2021
Q2 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
12.2K+ 31.21% |
$1M - $1.01M
|
51.3K
$3.97M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.2K+ 44.56% |
$999K - $1M
|
39.5K
$3.05M
|
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
12.1K+ 449.09% |
$997K - $1M
|
14.9K
$1.15M
|
|
Aug 12, 2021
Q2 2021
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
12K+ 46.07% |
$985K - $989K
|
38.1K
$2.94M
|
|
Aug 09, 2021
Q2 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
12K+ 279.01% |
$981K - $985K
|
16.2K
$1.26M
|
|
Aug 10, 2021
Q2 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.7K+ 11.72% |
$961K - $965K
|
112K
$8.64M
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.7K+ 125.67% |
$957K - $961K
|
20.9K
$1.62M
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
BUY
|
- |
11.1K+ 4.55% |
$910K - $914K
|
255K
$19.7M
|
|
Aug 02, 2021
Q2 2021
|
Btr Capital Management Inc
|
BUY
|
- |
11.1KNew |
$907K - $911K
|
11.1K
$855K
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.8K+ 7.37% |
$888K - $892K
|
158K
$12.2M
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.7K+ 26.43% |
$880K - $884K
|
51.3K
$3.97M
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.6K+ 12.51% |
$873K - $877K
|
95.6K
$7.4M
|
|
Aug 10, 2021
Q2 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
10.6KNew |
$871K - $875K
|
10.6K
$821K
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10.4K+ 27.13% |
$854K - $858K
|
48.8K
$3.77M
|
|
Jul 19, 2021
Q2 2021
|
Astor Investment Management LLC
|
BUY
|
- |
10.4K+ 5.02% |
$850K - $854K
|
217K
$16.8M
|
|
Jul 27, 2021
Q2 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
10.4K+ 394.51% |
$850K - $853K
|
13K
$1M
|
|
Jul 22, 2021
Q2 2021
|
Welch & Forbes LLC
|
BUY
|
- |
10.3K+ 13.36% |
$848K - $852K
|
87.7K
$6.78M
|
|
Aug 13, 2021
Q2 2021
|
Aspiriant, LLC
|
BUY
|
- |
10.2K+ 93.68% |
$839K - $843K
|
21.1K
$1.63M
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
9.93K+ 1.38% |
$815K - $819K
|
730K
$56.4M
|
|
Aug 09, 2021
Q2 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
9.75K+ 106.26% |
$800K - $804K
|
18.9K
$1.46M
|
|
Jul 01, 2021
Q2 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
9.73K+ 32.45% |
$799K - $802K
|
39.7K
$3.07M
|
|
Jul 28, 2021
Q2 2021
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
9.68K+ 4.11% |
$795K - $798K
|
245K
$19M
|
|
Aug 16, 2021
Q2 2021
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
9.39K+ 5.51% |
$771K - $774K
|
180K
$13.9M
|
|
Aug 04, 2021
Q2 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
9.31KNew |
$764K - $768K
|
9.31K
$720K
|
|
Aug 11, 2021
Q2 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
9.23K+ 4.73% |
$758K - $761K
|
204K
$15.8M
|
|
Jul 30, 2021
Q2 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
9.22K+ 15.02% |
$757K - $760K
|
70.6K
$5.46M
|
|
Aug 03, 2021
Q2 2021
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
9.01K+ 21.02% |
$739K - $742K
|
51.8K
$4.01M
|
|
Aug 10, 2021
Q2 2021
|
South State Corp
|
BUY
|
- |
9K+ 6.6% |
$739K - $742K
|
145K
$11.2M
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.99K+ 18.04% |
$738K - $741K
|
58.8K
$4.55M
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
8.9K+ 1117.19% |
$731K - $734K
|
9.7K
$750K
|
|
Jul 16, 2021
Q2 2021
|
Newton One Investments LLC
|
BUY
|
- |
8.84K+ 4.79% |
$726K - $729K
|
194K
$15M
|
|
Aug 11, 2021
Q2 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
8.76KNew |
$719K - $722K
|
8.76K
$678K
|
|
Aug 13, 2021
Q2 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
8.72K+ 73.68% |
$716K - $719K
|
20.6K
$1.59M
|