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 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
BUY
|
- |
79K+ 18.36% |
$6.47M - $6.51M
|
509K
$39.8M
|
|
Nov 04, 2021
Q3 2021
|
Human Investing LLC
|
BUY
|
- |
77.8K+ 30.52% |
$6.37M - $6.41M
|
333K
$26M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
77.5K+ 9.32% |
$6.35M - $6.39M
|
909K
$71M
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
BUY
|
- |
74K+ 3.9% |
$6.06M - $6.09M
|
1.97M
$154M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
73.1K+ 2.64% |
$5.99M - $6.03M
|
2.85M
$223M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
70.9K+ 4.7% |
$5.81M - $5.84M
|
1.58M
$123M
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
67.7K+ 145.99% |
$5.55M - $5.58M
|
114K
$8.92M
|
|
Dec 09, 2021
Q3 2021
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
67.6KNew |
$5.54M - $5.57M
|
67.6K
$5.28M
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
64.8K+ 14.48% |
$5.3M - $5.34M
|
512K
$40M
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
64.6K+ 15.53% |
$5.29M - $5.32M
|
480K
$37.5M
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
64.3K+ 91.07% |
$5.27M - $5.3M
|
135K
$10.5M
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
63.2K+ 18.92% |
$5.18M - $5.21M
|
398K
$31.1M
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
60.6KNew |
$4.97M - $5M
|
60.6K
$4.74M
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
60.6K+ 25.11% |
$4.97M - $5M
|
302K
$23.6M
|
|
Oct 19, 2021
Q3 2021
|
Newton One Investments LLC
|
BUY
|
- |
56.6K+ 29.24% |
$4.63M - $4.66M
|
250K
$19.5M
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
52.1K+ 377.44% |
$4.27M - $4.29M
|
65.9K
$5.15M
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
52.1K+ 377.44% |
$4.27M - $4.29M
|
65.9K
$5.15M
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
51.9K+ 38.48% |
$4.25M - $4.27M
|
187K
$14.6M
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
51.5K+ 84.83% |
$4.22M - $4.24M
|
112K
$8.77M
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
50.7K+ 4.62% |
$4.15M - $4.18M
|
1.15M
$89.7M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
50.7KNew |
$4.15M - $4.18M
|
50.7K
$3.96M
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
49.4K+ 47.82% |
$4.05M - $4.07M
|
153K
$11.9M
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
49.4K+ 7.38% |
$4.05M - $4.07M
|
719K
$56.2M
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
47.6K+ 16.32% |
$3.9M - $3.92M
|
340K
$26.5M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.4K+ 5.87% |
$3.88M - $3.9M
|
854K
$66.7M
|
|
Oct 08, 2021
Q3 2021
|
Marks Wealth, LLC
|
BUY
|
- |
47K+ 68.99% |
$3.85M - $3.87M
|
115K
$9M
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
46.6KNew |
$3.82M - $3.84M
|
46.6K
$3.64M
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
43.5KNew |
$3.56M - $3.58M
|
43.5K
$3.4M
|
|
Oct 18, 2021
Q3 2021
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
42.2K+ 4.65% |
$3.46M - $3.48M
|
950K
$74.3M
|
|
Oct 21, 2021
Q3 2021
|
Alaska Permanent Capital Management
|
BUY
|
- |
42.1K+ 70.83% |
$3.45M - $3.47M
|
102K
$7.94M
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
41.5K+ 320.04% |
$3.4M - $3.42M
|
54.5K
$4.26M
|
|
Nov 12, 2021
Q3 2021
|
Natixis
Paris, I0 |
BUY
|
- |
40.4KNew |
$3.31M - $3.33M
|
40.4K
$3.16M
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
39.6KNew |
$3.25M - $3.27M
|
39.6K
$3.1M
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
39.1K+ 24.01% |
$3.2M - $3.22M
|
202K
$15.8M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
39K+ 2.76% |
$3.19M - $3.21M
|
1.45M
$114M
|
|
Oct 13, 2021
Q3 2021
|
Wiser Wealth Management, Inc
|
BUY
|
- |
38.8K+ 15.98% |
$3.18M - $3.2M
|
282K
$22M
|
|
Oct 25, 2021
Q3 2021
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
38.2K+ 23.13% |
$3.13M - $3.14M
|
203K
$15.9M
|
|
Oct 19, 2021
Q3 2021
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
37K+ 11.21% |
$3.03M - $3.05M
|
367K
$28.7M
|
|
Nov 01, 2021
Q3 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
36.7K+ 318.77% |
$3M - $3.02M
|
48.2K
$3.77M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
36K+ 15.19% |
$2.95M - $2.96M
|
273K
$21.3M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35.7K+ 4.45% |
$2.92M - $2.94M
|
838K
$65.5M
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
34.2KNew |
$2.8M - $2.82M
|
34.2K
$2.68M
|
|
Oct 29, 2021
Q3 2021
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
33.5K+ 7.1% |
$2.74M - $2.76M
|
504K
$39.4M
|
|
Oct 29, 2021
Q3 2021
|
Smart Money Group LLC
|
BUY
|
- |
33.1KNew |
$2.71M - $2.73M
|
33.1K
$2.58M
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
32.8K+ 48.63% |
$2.68M - $2.7M
|
100K
$7.83M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
31KNew |
$2.54M - $2.56M
|
31K
$2.42M
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
31K+ 19.49% |
$2.54M - $2.55M
|
190K
$14.8M
|
|
Nov 15, 2021
Q3 2021
|
Jentner Corp
|
BUY
|
- |
30.9K+ 4.87% |
$2.53M - $2.55M
|
667K
$52.1M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
30.4K+ 7.86% |
$2.49M - $2.51M
|
417K
$32.6M
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
30.2K+ 6.45% |
$2.47M - $2.49M
|
499K
$39M
|