Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
326+ 3.74% |
$26.7K - $26.9K
|
9.05K
$708K
|
|
Oct 15, 2021
Q3 2021
|
Insight Folios Inc
|
BUY
|
- |
323+ 1.91% |
$26.5K - $26.6K
|
17.2K
$1.35M
|
|
Oct 25, 2021
Q3 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
323+ 3.36% |
$26.5K - $26.6K
|
9.92K
$776K
|
|
Oct 22, 2021
Q3 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
316+ 8.07% |
$25.9K - $26K
|
4.23K
$331K
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
315+ 5.32% |
$25.8K - $26K
|
6.23K
$488K
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
303+ 2.46% |
$24.8K - $25K
|
12.6K
$988K
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
300+ 9.4% |
$24.6K - $24.7K
|
3.49K
$273K
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
286+ 6.36% |
$23.4K - $23.6K
|
4.79K
$374K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
276+ 0.75% |
$22.6K - $22.7K
|
36.9K
$2.89M
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
BUY
|
- |
275+ 0.31% |
$22.5K - $22.7K
|
87.9K
$6.88M
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
BUY
|
- |
273+ 7.07% |
$22.4K - $22.5K
|
4.14K
$324K
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
271+ 4.18% |
$22.2K - $22.3K
|
6.76K
$529K
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
259+ 8.31% |
$21.2K - $21.3K
|
3.38K
$264K
|
|
Nov 02, 2021
Q3 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
255+ 7.64% |
$20.9K - $21K
|
3.59K
$281K
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
255New |
$20.9K - $21K
|
255
$20K
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
BUY
|
- |
252+ 2.49% |
$20.6K - $20.8K
|
10.4K
$810K
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
245+ 1.23% |
$20.1K - $20.2K
|
20.2K
$1.58M
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
237+ 4.83% |
$19.4K - $19.5K
|
5.14K
$402K
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
228+ 109.09% |
$18.7K - $18.8K
|
437
$34.2K
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
215New |
$17.6K - $17.7K
|
215
$16.8K
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
201+ 3.36% |
$16.5K - $16.6K
|
6.19K
$484K
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
193+ 5.47% |
$15.8K - $15.9K
|
3.72K
$291K
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
188+ 5.98% |
$15.4K - $15.5K
|
3.33K
$261K
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
182+ 6.78% |
$14.9K - $15K
|
2.87K
$224K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
177New |
$14.5K - $14.6K
|
177
$13.8K
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
171+ 3.05% |
$14K - $14.1K
|
5.78K
$452K
|
|
Oct 22, 2021
Q3 2021
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
144+ 1.25% |
$11.8K - $11.9K
|
11.7K
$912K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
141+ 0.29% |
$11.5K - $11.6K
|
48.5K
$3.79M
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
140+ 0.29% |
$11.5K - $11.5K
|
48.6K
$3.8M
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
139+ 4.37% |
$11.4K - $11.5K
|
3.32K
$260K
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
126+ 2.43% |
$10.3K - $10.4K
|
5.31K
$416K
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
120+ 1.89% |
$9.83K - $9.89K
|
6.48K
$507K
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
120+ 1.94% |
$9.83K - $9.89K
|
6.31K
$494K
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
112New |
$9.17K - $9.23K
|
112
$8.76K
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
112+ 3.54% |
$9.17K - $9.23K
|
3.28K
$256K
|
|
Nov 15, 2021
Q3 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
110+ 2.83% |
$9.01K - $9.06K
|
4K
$313K
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
110+ 0.4% |
$9.01K - $9.06K
|
27.8K
$2.18M
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
100+ 2.82% |
$8.19K - $8.24K
|
3.65K
$285K
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
98+ 36.3% |
$8.03K - $8.08K
|
368
$28.8K
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
98New |
$8.03K - $8.08K
|
98
$7.67K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
93+ 0.32% |
$7.62K - $7.66K
|
29.5K
$2.31M
|
|
Nov 09, 2021
Q3 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
93+ 2.42% |
$7.62K - $7.66K
|
3.93K
$308K
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
91+ 2.05% |
$7.45K - $7.5K
|
4.54K
$355K
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
90New |
$7.37K - $7.42K
|
90
$7.04K
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
90+ 3.06% |
$7.37K - $7.42K
|
3.03K
$237K
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
81+ 19.8% |
$6.63K - $6.67K
|
490
$38.3K
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
75+ 3.41% |
$6.14K - $6.18K
|
2.28K
$178K
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
BUY
|
- |
68+ 9.55% |
$5.57K - $5.6K
|
780
$61K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
66+ 8.82% |
$5.41K - $5.44K
|
814
$63.7K
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
61+ 2.1% |
$5K - $5.03K
|
2.97K
$232K
|