Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.71K- 62.42% |
$500K - $520K
|
4.04K
$314K
|
|
|
Nov 09, 2022
Q3 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-6.72K- 35.75% |
$501K - $521K
|
12.1K
$938K
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-6.78K- 3.38% |
$505K - $525K
|
194K
$15M
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-6.84K- 3.57% |
$509K - $530K
|
185K
$14.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-6.92K- 42.07% |
$516K - $536K
|
9.53K
$740K
|
|
|
Oct 07, 2022
Q3 2022
|
Wela Strategies, Inc.
|
SELL
|
- |
-6.96K- 11.06% |
$519K - $539K
|
55.9K
$4.34M
|
|
|
Oct 20, 2022
Q3 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-7K- 41.46% |
$522K - $542K
|
9.89K
$767K
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-7.17K- 28.33% |
$534K - $555K
|
18.1K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.18K- 59.16% |
$535K - $556K
|
4.95K
$385K
|
|
|
Oct 20, 2022
Q3 2022
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-7.22K- 4.4% |
$538K - $559K
|
157K
$12.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-7.47K- 73.37% |
$557K - $579K
|
2.71K
$211K
|
|
|
Oct 14, 2022
Q3 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-7.51K- 50.14% |
$560K - $582K
|
7.47K
$580K
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-7.54K- 88.28% |
$562K - $584K
|
1K
$77.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-7.59K- 2.84% |
$566K - $588K
|
259K
$20.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.62K- 9.06% |
$568K - $590K
|
76.5K
$5.94M
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-7.63K- 5.48% |
$569K - $591K
|
132K
$10.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7.8K- 33.14% |
$581K - $604K
|
15.7K
$1.22M
|
|
|
Oct 11, 2022
Q3 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-7.87K- 8.3% |
$587K - $610K
|
87K
$6.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.93K- 61.12% |
$591K - $614K
|
5.04K
$391K
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-8.09K- 24.03% |
$603K - $627K
|
25.6K
$1.99M
|
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-8.11K- 14.02% |
$604K - $628K
|
49.7K
$3.86M
|
|
|
Oct 24, 2022
Q3 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-8.13K- 5.29% |
$606K - $630K
|
146K
$11.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-8.22K- 5.73% |
$613K - $637K
|
135K
$10.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.31K- 41.66% |
$620K - $644K
|
11.6K
$904K
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-8.41K- 55.4% |
$626K - $651K
|
6.77K
$525K
|
|
|
Nov 16, 2023
Q3 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-8.5K- 8.53% |
$633K - $659K
|
91.1K
$7.07M
|
|
|
Oct 12, 2022
Q3 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-8.55K- 13.45% |
$637K - $662K
|
55K
$4.27M
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
SELL
|
- |
-8.57K- 13.27% |
$638K - $664K
|
56K
$4.35M
|
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-8.72K- 3.62% |
$650K - $676K
|
232K
$18M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.83K- 37.33% |
$658K - $684K
|
14.8K
$1.15M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.84K- 13.92% |
$658K - $685K
|
54.6K
$4.24M
|
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-8.89K- 11.41% |
$663K - $689K
|
69K
$5.36M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8.9K- 70.72% |
$663K - $689K
|
3.68K
$286K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.48K- 12.74% |
$706K - $734K
|
64.9K
$5.04M
|
|
|
Oct 06, 2022
Q3 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-9.96K- 10.74% |
$742K - $772K
|
82.7K
$6.42M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-10KClosed |
$748K - $778K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.1K- 19.81% |
$755K - $785K
|
41K
$3.19M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-10.2K- 23.63% |
$757K - $787K
|
32.9K
$2.55M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 21.28% |
$758K - $788K
|
37.6K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Verde Capital Management
|
SELL
|
- |
-10.6K- 56.72% |
$787K - $818K
|
8.06K
$626K
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-10.7K- 52.35% |
$801K - $832K
|
9.78K
$759K
|
|
|
Feb 27, 2023
Q3 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-11K- 42.77% |
$817K - $849K
|
14.7K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-11K- 12.69% |
$822K - $854K
|
75.9K
$5.89M
|
|
|
Oct 31, 2022
Q3 2022
|
One Day In July LLC
|
SELL
|
- |
-11.1K- 5.85% |
$825K - $858K
|
178K
$13.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-11.4K- 17.47% |
$852K - $885K
|
54K
$4.19M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-11.5K- 29.62% |
$854K - $888K
|
27.2K
$2.11M
|
|
|
Oct 17, 2022
Q3 2022
|
Jentner Corp
|
SELL
|
- |
-11.5K- 1.76% |
$855K - $889K
|
641K
$49.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-11.9K- 11.88% |
$888K - $923K
|
88.4K
$6.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-12K- 0.59% |
$894K - $930K
|
2.02M
$157M
|
|
|
Nov 07, 2022
Q3 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-12.2K- 55.09% |
$909K - $945K
|
9.94K
$772K
|