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 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
61+ 2.1% |
$5K - $5.03K
|
2.97K
$233K
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
55New |
$4.5K - $4.53K
|
55
$4.31K
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
53+ 0.63% |
$4.34K - $4.37K
|
8.42K
$660K
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
51+ 44.74% |
$4.18K - $4.2K
|
165
$12.9K
|
|
Oct 20, 2021
Q3 2021
|
Moller Financial Services
|
BUY
|
- |
46+ 0.8% |
$3.77K - $3.79K
|
5.8K
$455K
|
|
Oct 13, 2021
Q3 2021
|
Lincoln Capital LLC
|
BUY
|
- |
37+ 0.22% |
$3.03K - $3.05K
|
17.2K
$1.35M
|
|
Nov 05, 2021
Q3 2021
|
Staley Capital Advisers Inc
|
BUY
|
- |
35+ 0.14% |
$2.87K - $2.88K
|
25.5K
$2M
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
32+ 0.58% |
$2.62K - $2.64K
|
5.56K
$435K
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
32+ 0.24% |
$2.62K - $2.64K
|
13.6K
$1.07M
|
|
Nov 08, 2021
Q3 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
28+ 0.63% |
$2.29K - $2.31K
|
4.45K
$349K
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
20+ 0.28% |
$1.64K - $1.65K
|
7.1K
$556K
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
15+ 0.51% |
$1.23K - $1.24K
|
2.98K
$234K
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
14+ 0.26% |
$1.15K - $1.15K
|
5.32K
$417K
|
|
Oct 25, 2021
Q3 2021
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
13+ 0.22% |
$1.06K - $1.07K
|
5.81K
$455K
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
12+ 0.1% |
$983 - $989
|
11.5K
$905K
|
|
Oct 28, 2021
Q3 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
10+ 0.18% |
$819 - $824
|
5.47K
$428K
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
10+ 0.28% |
$819 - $824
|
3.59K
$282K
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.14% |
$737 - $742
|
6.29K
$492K
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
8+ 0.16% |
$655 - $659
|
5K
$391K
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 0.03% |
$491 - $494
|
22.8K
$1.79M
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
6+ 0.17% |
$491 - $494
|
3.58K
$280K
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.28% |
$246 - $247
|
1.09K
$85K
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.15% |
$246 - $247
|
2.02K
$158K
|
|
Oct 13, 2021
Q3 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
2+ 0.04% |
$164 - $165
|
4.86K
$381K
|
|
Nov 05, 2021
Q3 2021
|
Scott & Selber, Inc.
|
BUY
|
- |
2+ 0.06% |
$164 - $165
|
3.38K
$265K
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
1+ 0.02% |
$81.9 - $82.4
|
5.29K
$415K
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.15% |
$81.9 - $82.4
|
660
$51.7K
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 0.61% |
$81.9 - $82.4
|
165
$12.9K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$81.9 - $82.4
|
8.77K
$687K
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1+ 0.02% |
$81.9 - $82.4
|
4.47K
$350K
|
|
Oct 13, 2021
Q3 2021
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
1+ 0.01% |
$81.9 - $82.4
|
12.3K
$960K
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$81.9 - $82.4
|
3.23K
$253K
|
|
Nov 08, 2021
Q3 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$81.9 - $82.4
|
38.8K
$3.04M
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1+ 0.02% |
$81.9 - $82.4
|
4.59K
$360K
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.22% |
$81.9 - $82.4
|
458
$35.9K
|
|
Nov 03, 2021
Q3 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1+ 0.0% |
$81.9 - $82.4
|
25.5K
$1.99M
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3- 0.07% |
$246 - $247
|
4.22K
$330K
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-4- 0.08% |
$328 - $330
|
5.14K
$403K
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-5- 5.68% |
$410 - $412
|
83
$6.5K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-7- 20.0% |
$573 - $577
|
28
$2.19K
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-11Closed |
$901 - $906
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-12Closed |
$983 - $989
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-15- 0.32% |
$1.23K - $1.24K
|
4.6K
$361K
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-15- 2.35% |
$1.23K - $1.24K
|
624
$48.9K
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
SELL
|
- |
-17- 34.0% |
$1.39K - $1.4K
|
33
$2.59K
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-17- 34.0% |
$1.39K - $1.4K
|
33
$2.59K
|
|
Oct 29, 2021
Q3 2021
|
Pointe Capital Management LLC
|
SELL
|
- |
-18- 0.13% |
$1.47K - $1.48K
|
14.1K
$1.1M
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-23- 0.83% |
$1.88K - $1.9K
|
2.75K
$215K
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-25- 1.53% |
$2.05K - $2.06K
|
1.61K
$126K
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-26- 1.49% |
$2.13K - $2.14K
|
1.72K
$135K
|