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 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
4.53KNew |
$343K - $352K
|
4.53K
$352K
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
BUY
|
- |
4.43K+ 27.02% |
$335K - $344K
|
20.8K
$1.62M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.42K+ 11.09% |
$334K - $343K
|
44.2K
$3.43M
|
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
4.41K+ 67.15% |
$333K - $342K
|
11K
$852K
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
4.39K+ 4.08% |
$332K - $341K
|
112K
$8.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.39KNew |
$332K - $341K
|
4.39K
$341K
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.38K+ 50.96% |
$331K - $340K
|
13K
$1.01M
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
4.29K+ 20.63% |
$325K - $334K
|
25.1K
$1.95M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.28K+ 289.25% |
$324K - $333K
|
5.76K
$447K
|
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
4.27K+ 0.93% |
$323K - $332K
|
462K
$35.9M
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
BUY
|
- |
4.25K+ 33.7% |
$321K - $330K
|
16.8K
$1.31M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4.16K+ 20.8% |
$315K - $323K
|
24.2K
$1.88M
|
|
|
Jul 29, 2022
Q2 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
4.15KNew |
$314K - $323K
|
4.15K
$323K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.13K+ 8.35% |
$312K - $321K
|
53.6K
$4.16M
|
|
|
Jul 28, 2022
Q2 2022
|
Slow Capital, Inc.
|
BUY
|
- |
4.11K+ 8.63% |
$311K - $319K
|
51.7K
$4.02M
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.1K+ 2.12% |
$310K - $319K
|
197K
$15.3M
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.07K+ 37.31% |
$308K - $316K
|
15K
$1.16M
|
|
|
Jul 21, 2022
Q2 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.98KNew |
$301K - $309K
|
3.98K
$309K
|
|
|
Aug 30, 2022
Q2 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
3.97KNew |
$301K - $309K
|
3.97K
$308K
|
|
|
Jul 11, 2022
Q2 2022
|
Planning Center, Inc.
|
BUY
|
- |
3.87KNew |
$293K - $300K
|
3.87K
$300K
|
|
|
Jul 08, 2022
Q2 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
3.83K+ 2.4% |
$290K - $298K
|
163K
$12.7M
|
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
BUY
|
- |
3.79K+ 114.49% |
$287K - $295K
|
7.11K
$552K
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3.77KNew |
$285K - $293K
|
3.77K
$292K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.64K+ 110.24% |
$275K - $283K
|
6.94K
$539K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.62K+ 35.16% |
$274K - $281K
|
13.9K
$1.08M
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
3.6K+ 111.99% |
$272K - $280K
|
6.81K
$529K
|
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
3.53K+ 12.25% |
$267K - $274K
|
32.4K
$2.51M
|
|
|
Aug 02, 2022
Q2 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
3.5K+ 17.52% |
$265K - $272K
|
23.5K
$1.82M
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.41KNew |
$258K - $265K
|
3.41K
$265K
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.29K+ 43.1% |
$249K - $256K
|
10.9K
$849K
|
|
|
Aug 03, 2022
Q2 2022
|
Members Trust CO
|
BUY
|
- |
3.27KNew |
$248K - $254K
|
3.27K
$254K
|
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.27KNew |
$247K - $254K
|
3.27K
$254K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.26KNew |
$246K - $253K
|
3.26K
$253K
|
|
|
Aug 04, 2022
Q2 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
3.25K+ 5.96% |
$246K - $253K
|
57.9K
$4.49M
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
3.25KNew |
$246K - $252K
|
3.25K
$252K
|
|
|
Nov 01, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
3.24K+ 0.91% |
$245K - $252K
|
358K
$27.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
3.19K+ 1.87% |
$241K - $248K
|
173K
$13.5M
|
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
3.17KNew |
$240K - $247K
|
3.17K
$246K
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.06KNew |
$232K - $238K
|
3.06K
$238K
|
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.03K+ 1.13% |
$229K - $236K
|
270K
$21M
|
|
|
Jul 29, 2022
Q2 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.03K+ 8.91% |
$229K - $235K
|
37K
$2.87M
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
2.95KNew |
$223K - $229K
|
2.95K
$229K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.91K+ 4.8% |
$220K - $226K
|
63.5K
$4.93M
|
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.9K+ 68.25% |
$220K - $226K
|
7.16K
$556K
|
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.87K+ 1.56% |
$217K - $223K
|
187K
$14.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
BUY
|
- |
2.86K+ 30.11% |
$216K - $222K
|
12.4K
$960K
|
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.77K+ 49.92% |
$209K - $215K
|
8.31K
$645K
|
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.77KNew |
$209K - $215K
|
2.77K
$215K
|
|
|
Jul 22, 2022
Q2 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
2.75K+ 2.01% |
$208K - $214K
|
140K
$10.9M
|
|
|
Jul 18, 2022
Q2 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.74KNew |
$207K - $213K
|
2.74K
$213K
|