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 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.87K+ 5.81% |
$153K - $154K
|
34.1K
$2.67M
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.87K+ 1.96% |
$153K - $154K
|
97.5K
$7.63M
|
|
Nov 01, 2021
Q3 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.85K+ 247.2% |
$152K - $153K
|
2.6K
$204K
|
|
Oct 20, 2021
Q3 2021
|
Trust CO
|
BUY
|
- |
1.84K+ 8.39% |
$151K - $152K
|
23.8K
$1.86M
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.84K+ 2.47% |
$150K - $151K
|
76.1K
$5.95M
|
|
Oct 26, 2021
Q3 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.77KNew |
$145K - $146K
|
1.77K
$138K
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
BUY
|
- |
1.74K+ 0.5% |
$142K - $143K
|
349K
$27.3M
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.73K+ 12.35% |
$142K - $142K
|
15.7K
$1.23M
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
1.63KNew |
$133K - $134K
|
1.63K
$127K
|
|
Oct 13, 2021
Q3 2021
|
Fort Henry Capital, LLC
|
BUY
|
- |
1.61K+ 0.62% |
$132K - $133K
|
262K
$20.5M
|
|
Oct 27, 2021
Q3 2021
|
Trellis Advisors, LLC
|
BUY
|
- |
1.6K+ 38.69% |
$131K - $132K
|
5.74K
$449K
|
|
Oct 08, 2021
Q3 2021
|
Eclectic Associates Inc
|
BUY
|
- |
1.6K+ 11.49% |
$131K - $132K
|
15.5K
$1.21M
|
|
Oct 20, 2021
Q3 2021
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.6K+ 1.5% |
$131K - $132K
|
108K
$8.45M
|
|
Nov 15, 2021
Q3 2021
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.59K+ 48.61% |
$131K - $131K
|
4.87K
$381K
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
1.58K+ 0.73% |
$130K - $130K
|
217K
$17M
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.57K+ 4.42% |
$129K - $129K
|
37.1K
$2.9M
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.55K+ 2.88% |
$127K - $128K
|
55.4K
$4.34M
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
1.55K+ 3.79% |
$127K - $127K
|
42.3K
$3.31M
|
|
Jan 20, 2022
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.52K+ 14.95% |
$125K - $125K
|
11.7K
$915K
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
1.52K+ 2.91% |
$124K - $125K
|
53.8K
$4.21M
|
|
Oct 19, 2021
Q3 2021
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.5K+ 15.47% |
$123K - $124K
|
11.2K
$876K
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.5K+ 8.12% |
$123K - $124K
|
20K
$1.56M
|
|
Oct 13, 2021
Q3 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.38K+ 1.16% |
$113K - $114K
|
120K
$9.43M
|
|
Oct 20, 2021
Q3 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
1.35K+ 23.17% |
$110K - $111K
|
7.15K
$559K
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.31K+ 3.6% |
$108K - $108K
|
37.8K
$2.96M
|
|
Nov 15, 2021
Q3 2021
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 0.7% |
$103K - $103K
|
181K
$14.2M
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.23K+ 1.86% |
$101K - $101K
|
67.1K
$5.25M
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.22K+ 2.17% |
$99.5K - $100K
|
57.1K
$4.47M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.21K+ 164.09% |
$99.2K - $99.8K
|
1.95K
$152K
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.2K+ 16.17% |
$98.6K - $99.2K
|
8.65K
$677K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.19KNew |
$97.2K - $97.8K
|
1.19K
$92.9K
|
|
Nov 12, 2021
Q3 2021
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.16K+ 3.88% |
$94.9K - $95.5K
|
31K
$2.43M
|
|
Nov 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.16K+ 14.04% |
$94.6K - $95.2K
|
9.38K
$734K
|
|
Oct 19, 2021
Q3 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.15K+ 5.35% |
$94.2K - $94.8K
|
22.7K
$1.77M
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.15K+ 1125.49% |
$94K - $94.6K
|
1.25K
$97.8K
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.14K+ 5.41% |
$93.7K - $94.3K
|
22.3K
$1.74M
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
1.12K+ 2.74% |
$91.9K - $92.5K
|
42.1K
$3.3M
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.11K+ 4.59% |
$90.6K - $91.1K
|
25.2K
$1.97M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.1K+ 87.41% |
$90.4K - $91K
|
2.37K
$185K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.08K+ 5.79% |
$88.5K - $89K
|
19.7K
$1.54M
|
|
Oct 26, 2021
Q3 2021
|
Cumberland Advisors Inc
|
BUY
|
- |
1.08K+ 32.33% |
$88K - $88.6K
|
4.4K
$344K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.06K+ 39.87% |
$87.1K - $87.6K
|
3.73K
$292K
|
|
Nov 12, 2021
Q3 2021
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
990+ 6.16% |
$81.1K - $81.6K
|
17.1K
$1.34M
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
952+ 8.25% |
$78K - $78.4K
|
12.5K
$978K
|
|
Oct 12, 2021
Q3 2021
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
941+ 10.3% |
$77.1K - $77.5K
|
10.1K
$788K
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
933+ 20.67% |
$76.4K - $76.9K
|
5.45K
$426K
|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
916New |
$75K - $75.5K
|
916
$71.7K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
909+ 252.5% |
$74.4K - $74.9K
|
1.27K
$99.3K
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
888+ 25.55% |
$72.7K - $73.2K
|
4.36K
$341K
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
849+ 3.63% |
$69.5K - $70K
|
24.2K
$1.9M
|