Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2022
Q2 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
7.04K+ 19.92% |
$533K - $547K
|
42.4K
$3.29M
|
|
|
Aug 10, 2022
Q2 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
6.94K+ 11.56% |
$525K - $540K
|
67K
$5.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.89K+ 24.43% |
$521K - $536K
|
35.1K
$2.73M
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
6.88K+ 1.14% |
$521K - $535K
|
611K
$47.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
6.73KNew |
$509K - $523K
|
6.73K
$523K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
6.63K+ 24.25% |
$502K - $515K
|
34K
$2.64M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.61K+ 10.76% |
$500K - $514K
|
68K
$5.28M
|
|
|
Aug 11, 2022
Q2 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
6.47K+ 7.7% |
$490K - $503K
|
90.5K
$7.03M
|
|
|
Dec 20, 2022
Q2 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
6.47K+ 7.7% |
$490K - $503K
|
90.5K
$7.03M
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
6.45KNew |
$488K - $501K
|
6.45K
$501K
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.44KNew |
$487K - $500K
|
6.44K
$500K
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.44KNew |
$487K - $500K
|
6.44K
$500K
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.12K+ 42.44% |
$463K - $475K
|
20.5K
$1.59M
|
|
|
Jul 15, 2022
Q2 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
6.02KNew |
$456K - $468K
|
6.02K
$468K
|
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.99KNew |
$453K - $466K
|
5.99K
$465K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5.94KNew |
$450K - $462K
|
5.94K
$462K
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.88KNew |
$445K - $457K
|
5.88K
$457K
|
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.81K+ 2.32% |
$440K - $452K
|
256K
$19.9M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.79K+ 27.75% |
$438K - $450K
|
26.6K
$2.07M
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5.64K+ 20.54% |
$427K - $439K
|
33.1K
$2.57M
|
|
|
May 09, 2023
Q2 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
5.59K+ 2.81% |
$423K - $434K
|
204K
$15.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
5.55KNew |
$420K - $431K
|
5.55K
$431K
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.54KNew |
$419K - $430K
|
5.54K
$430K
|
|
|
Aug 05, 2022
Q2 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
5.51K+ 6.92% |
$417K - $429K
|
85.2K
$6.61M
|
|
|
Jul 19, 2022
Q2 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
5.49K+ 13.49% |
$416K - $427K
|
46.2K
$3.59M
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
5.31K+ 14.56% |
$402K - $413K
|
41.8K
$3.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.27K+ 10.63% |
$399K - $410K
|
54.8K
$4.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.21KNew |
$394K - $405K
|
5.21K
$405K
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.09KNew |
$385K - $396K
|
5.09K
$395K
|
|
|
Aug 12, 2022
Q2 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
5.08K+ 4.3% |
$384K - $395K
|
123K
$9.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.99KNew |
$377K - $388K
|
4.99K
$387K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.98K+ 3.25% |
$377K - $387K
|
158K
$12.3M
|
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.97K+ 20.24% |
$376K - $386K
|
29.5K
$2.29M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.96K+ 51.64% |
$375K - $386K
|
14.6K
$1.13M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
4.9K+ 5.74% |
$371K - $381K
|
90.3K
$7.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
4.9K+ 53.34% |
$371K - $381K
|
14.1K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.89K+ 23.95% |
$370K - $380K
|
25.3K
$1.97M
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
BUY
|
- |
4.81KNew |
$364K - $374K
|
4.81K
$374K
|
|
|
Jul 26, 2022
Q2 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
4.8K+ 8.37% |
$363K - $373K
|
62.1K
$4.82M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.8K+ 24.13% |
$363K - $373K
|
24.7K
$1.92M
|
|
|
Aug 01, 2022
Q2 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
4.78K+ 178.71% |
$361K - $371K
|
7.45K
$578K
|
|
|
Aug 15, 2022
Q2 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
4.76K+ 76.45% |
$360K - $370K
|
11K
$852K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.74K+ 2.88% |
$358K - $368K
|
169K
$13.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.7KNew |
$356K - $365K
|
4.7K
$365K
|
|
|
Jul 28, 2022
Q2 2022
|
Apexium Financial, LP
|
BUY
|
- |
4.69KNew |
$355K - $365K
|
4.69K
$364K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.67K+ 16.48% |
$353K - $363K
|
33K
$2.56M
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.65KNew |
$352K - $361K
|
4.65K
$361K
|
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
4.56KNew |
$345K - $354K
|
4.56K
$354K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
4.55KNew |
$344K - $354K
|
4.55K
$354K
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.55K+ 7578.33% |
$344K - $353K
|
4.61K
$358K
|