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 |
---|---|---|---|---|---|---|---|
Nov 04, 2021
Q3 2021
|
Monarch Capital Management Inc
|
BUY
|
- |
8.04K+ 90.52% |
$658K - $662K
|
16.9K
$1.32M
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
7.94K+ 8.38% |
$650K - $654K
|
103K
$8.02M
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
7.94KNew |
$650K - $654K
|
7.94K
$620K
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
7.89K+ 98.07% |
$646K - $650K
|
15.9K
$1.25M
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.79KNew |
$638K - $642K
|
7.79K
$609K
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
7.75K+ 92.37% |
$635K - $639K
|
16.1K
$1.26M
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7.72KNew |
$633K - $636K
|
7.72K
$603K
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
7.69K+ 2.82% |
$630K - $634K
|
281K
$21.9M
|
|
Nov 12, 2021
Q3 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
7.59K+ 20.73% |
$621K - $625K
|
44.2K
$3.45M
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
7.48K+ 10.85% |
$613K - $616K
|
76.4K
$5.97M
|
|
Nov 12, 2021
Q3 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
7.47KNew |
$611K - $615K
|
7.47K
$583K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.26K+ 4.23% |
$595K - $598K
|
179K
$14M
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.12K+ 7.15% |
$583K - $587K
|
107K
$8.33M
|
|
Oct 21, 2021
Q3 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
7.1KNew |
$581K - $585K
|
7.1K
$555K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
7.09K+ 9.13% |
$581K - $584K
|
84.8K
$6.62M
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7.06KNew |
$579K - $582K
|
7.06K
$552K
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.04K+ 61.76% |
$576K - $580K
|
18.4K
$1.44M
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
BUY
|
- |
6.89K+ 7.09% |
$564K - $568K
|
104K
$8.12M
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
6.87K+ 7.84% |
$563K - $566K
|
94.6K
$7.39M
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
6.81KNew |
$558K - $561K
|
6.81K
$532K
|
|
Oct 26, 2021
Q3 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
6.67K+ 80.59% |
$546K - $549K
|
14.9K
$1.17M
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
6.65K+ 2.78% |
$545K - $548K
|
246K
$19.2M
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
6.6KNew |
$541K - $544K
|
6.6K
$516K
|
|
Nov 12, 2021
Q3 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
6.59K+ 8.9% |
$540K - $543K
|
80.7K
$6.3M
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
6.46K+ 43.48% |
$529K - $532K
|
21.3K
$1.67M
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6.42K+ 12.24% |
$526K - $529K
|
58.9K
$4.6M
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.41K+ 0.73% |
$525K - $528K
|
887K
$69.2M
|
|
Sep 01, 2023
Q3 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
6.37K+ 1.22% |
$521K - $524K
|
527K
$41.2M
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6.35K+ 16.05% |
$520K - $524K
|
45.9K
$3.59M
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.28K+ 0.63% |
$514K - $518K
|
1M
$78.4M
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.26KNew |
$513K - $516K
|
6.26K
$489K
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
6.25K+ 73.84% |
$512K - $515K
|
14.7K
$1.15M
|
|
Nov 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
6.19KNew |
$507K - $510K
|
6.19K
$483K
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
6.16KNew |
$505K - $508K
|
6.16K
$481K
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
5.95K+ 61.33% |
$487K - $490K
|
15.6K
$1.22M
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.89K+ 8.39% |
$482K - $485K
|
76.1K
$5.94M
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.88KNew |
$482K - $485K
|
5.88K
$459K
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.69K+ 82.1% |
$466K - $469K
|
12.6K
$985K
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.64K+ 2.21% |
$462K - $464K
|
260K
$20.3M
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.54K+ 59.51% |
$453K - $456K
|
14.8K
$1.16M
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
5.48K+ 4.32% |
$449K - $452K
|
132K
$10.3M
|
|
Oct 19, 2021
Q3 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
5.45K+ 3.33% |
$446K - $449K
|
169K
$13.2M
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
5.4K+ 13.0% |
$442K - $445K
|
46.9K
$3.66M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.39K+ 13.31% |
$441K - $444K
|
45.9K
$3.58M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.36K+ 9.91% |
$439K - $442K
|
59.5K
$4.65M
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
5.34K+ 8.82% |
$438K - $440K
|
66K
$5.15M
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.25K+ 4.17% |
$430K - $433K
|
131K
$10.3M
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.25KNew |
$430K - $433K
|
5.25K
$410K
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.24KNew |
$429K - $431K
|
5.24K
$409K
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.22K+ 20.13% |
$428K - $430K
|
31.2K
$2.43M
|