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 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
846+ 4.86% |
$69.3K - $69.7K
|
18.2K
$1.42M
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
821+ 144.29% |
$67.2K - $67.7K
|
1.39K
$108K
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
787+ 2.2% |
$64.5K - $64.8K
|
36.5K
$2.84M
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
764+ 2.41% |
$62.6K - $63K
|
32.5K
$2.52M
|
|
Nov 02, 2021
Q3 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
761+ 29.27% |
$62.3K - $62.7K
|
3.36K
$261K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
719+ 128.62% |
$58.9K - $59.2K
|
1.28K
$99.2K
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
688+ 10.06% |
$56.3K - $56.7K
|
7.53K
$585K
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
683+ 0.57% |
$55.9K - $56.3K
|
120K
$9.32M
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
673+ 71.6% |
$55.1K - $55.5K
|
1.61K
$125K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
670+ 7.17% |
$54.9K - $55.2K
|
10K
$778K
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
662+ 2.64% |
$54.2K - $54.5K
|
25.8K
$2M
|
|
Nov 01, 2021
Q3 2021
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
660+ 7.44% |
$54.1K - $54.4K
|
9.53K
$740K
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
641+ 10.07% |
$52.5K - $52.8K
|
7.01K
$544K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
638+ 1.28% |
$52.3K - $52.6K
|
50.4K
$3.92M
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
632+ 12.4% |
$51.8K - $52.1K
|
5.73K
$445K
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
631+ 17.94% |
$51.7K - $52K
|
4.15K
$322K
|
|
Oct 26, 2021
Q3 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
630+ 5.37% |
$51.6K - $51.9K
|
12.4K
$960K
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
611+ 2.86% |
$50K - $50.3K
|
21.9K
$1.7M
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
600+ 64.66% |
$49.1K - $49.4K
|
1.53K
$119K
|
|
Nov 15, 2021
Q3 2021
|
Alamar Capital Management, LLC
|
BUY
|
- |
580+ 9.19% |
$47.5K - $47.8K
|
6.89K
$535K
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
568+ 6.48% |
$46.5K - $46.8K
|
9.33K
$725K
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
565+ 0.39% |
$46.3K - $46.6K
|
146K
$11.3M
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
545+ 11.06% |
$44.6K - $44.9K
|
5.47K
$425K
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
545+ 8.78% |
$44.6K - $44.9K
|
6.76K
$525K
|
|
Oct 12, 2021
Q3 2021
|
Family Legacy, Inc.
|
BUY
|
- |
530+ 1.15% |
$43.4K - $43.7K
|
46.6K
$3.62M
|
|
Oct 13, 2021
Q3 2021
|
Veery Capital, LLC
|
BUY
|
- |
527+ 1.74% |
$43.2K - $43.4K
|
30.8K
$2.39M
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
525+ 4.52% |
$43K - $43.3K
|
12.1K
$942K
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
520+ 13.37% |
$42.6K - $42.8K
|
4.41K
$342K
|
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
BUY
|
- |
515+ 5.44% |
$42.2K - $42.4K
|
9.99K
$776K
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
511+ 3.42% |
$41.9K - $42.1K
|
15.5K
$1.2M
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
503+ 0.47% |
$41.2K - $41.4K
|
108K
$8.37M
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
495+ 15.48% |
$40.5K - $40.8K
|
3.69K
$287K
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
488+ 0.36% |
$40K - $40.2K
|
137K
$10.7M
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
487+ 5.06% |
$39.9K - $40.1K
|
10.1K
$785K
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
486+ 4.89% |
$39.8K - $40K
|
10.4K
$810K
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
483+ 1.71% |
$39.6K - $39.8K
|
28.7K
$2.23M
|
|
Nov 12, 2021
Q3 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
475+ 17.51% |
$38.9K - $39.1K
|
3.19K
$248K
|
|
Nov 02, 2021
Q3 2021
|
Capital Square, LLC
|
BUY
|
- |
474+ 1.4% |
$38.8K - $39.1K
|
34.3K
$2.66M
|
|
Oct 20, 2021
Q3 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
473+ 4.83% |
$38.7K - $39K
|
10.3K
$797K
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
456+ 1.42% |
$37.3K - $37.6K
|
32.5K
$2.53M
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
452+ 5.45% |
$37K - $37.2K
|
8.75K
$679K
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
442+ 2.21% |
$36.2K - $36.4K
|
20.4K
$1.58M
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
441+ 0.5% |
$36.1K - $36.3K
|
89K
$6.91M
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
430+ 1.48% |
$35.2K - $35.4K
|
29.5K
$2.29M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
414+ 2.31% |
$33.9K - $34.1K
|
18.4K
$1.43M
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
365+ 5.44% |
$29.9K - $30.1K
|
7.07K
$549K
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
344+ 0.16% |
$28.2K - $28.3K
|
209K
$16.3M
|
|
Nov 09, 2021
Q3 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
332+ 0.87% |
$27.2K - $27.4K
|
38.3K
$2.97M
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
331+ 3.39% |
$27.1K - $27.3K
|
10.1K
$783K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
328+ 24.72% |
$26.9K - $27K
|
1.66K
$129K
|