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
|
Rs Crum Inc.
|
BUY
|
- |
31.5K+ 8.17% |
$2.35M - $2.44M
|
417K
$32.3M
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
31K+ 18.67% |
$2.31M - $2.4M
|
197K
$15.3M
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
30.6K+ 4.72% |
$2.28M - $2.37M
|
678K
$52.5M
|
|
Oct 31, 2022
Q3 2022
|
Human Investing LLC
|
BUY
|
- |
29.2K+ 8.17% |
$2.18M - $2.26M
|
386K
$29.9M
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
28.5K+ 365.86% |
$2.12M - $2.2M
|
36.2K
$2.8M
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
28.4K+ 32.69% |
$2.11M - $2.2M
|
115K
$8.9M
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
28.3K+ 42.29% |
$2.11M - $2.19M
|
95.3K
$7.37M
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
27.2K+ 57.79% |
$2.02M - $2.1M
|
74.2K
$5.74M
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
27.1K+ 101.57% |
$2.02M - $2.1M
|
53.7K
$4.15M
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
26.6K+ 2.12% |
$1.98M - $2.06M
|
1.28M
$99.1M
|
|
Oct 11, 2022
Q3 2022
|
Wiser Wealth Management, Inc
|
BUY
|
- |
26.2K+ 7.83% |
$1.95M - $2.03M
|
361K
$27.9M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
25.8KNew |
$1.92M - $2M
|
25.8K
$1.99M
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
25.1K+ 3.57% |
$1.87M - $1.95M
|
728K
$56.3M
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
24.6K+ 12.2% |
$1.84M - $1.91M
|
226K
$17.5M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.4K+ 34.21% |
$1.82M - $1.89M
|
95.7K
$7.4M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
23.6KNew |
$1.75M - $1.82M
|
23.6K
$1.82M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.5K+ 78.04% |
$1.75M - $1.82M
|
53.7K
$4.15M
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
23.5K+ 500.62% |
$1.75M - $1.82M
|
28.2K
$2.18M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
22.7K+ 5.77% |
$1.69M - $1.76M
|
416K
$32.2M
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
22KNew |
$1.64M - $1.71M
|
22K
$1.7M
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
21.8K+ 69.03% |
$1.62M - $1.69M
|
53.3K
$4.13M
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
21.5K+ 5.84% |
$1.6M - $1.66M
|
389K
$30.1M
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
21.2KNew |
$1.58M - $1.64M
|
21.2K
$1.64M
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
20.7K+ 76.73% |
$1.54M - $1.6M
|
47.6K
$3.68M
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
BUY
|
- |
20.4K+ 3.26% |
$1.52M - $1.58M
|
647K
$50.1M
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
20.1K+ 59.18% |
$1.5M - $1.56M
|
54.1K
$4.19M
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
19.8K+ 26.92% |
$1.48M - $1.53M
|
93.4K
$7.22M
|
|
Nov 01, 2022
Q3 2022
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
19.2KNew |
$1.43M - $1.49M
|
19.2K
$1.49M
|
|
Oct 18, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
19KNew |
$1.42M - $1.47M
|
19K
$1.47M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18.8K+ 580.78% |
$1.4M - $1.46M
|
22.1K
$1.71M
|
|
Oct 19, 2022
Q3 2022
|
Sofi Wealth, LLC
|
BUY
|
- |
18.7K+ 4.74% |
$1.39M - $1.45M
|
414K
$32M
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
18K+ 40.19% |
$1.34M - $1.39M
|
62.6K
$4.84M
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
17.9K+ 18.0% |
$1.33M - $1.39M
|
117K
$9.07M
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
17.5K+ 37.3% |
$1.31M - $1.36M
|
64.5K
$4.99M
|
|
Oct 28, 2022
Q3 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
17.5KNew |
$1.3M - $1.35M
|
17.5K
$1.35M
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
17.3KNew |
$1.29M - $1.34M
|
17.3K
$1.34M
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
17.1KNew |
$1.28M - $1.33M
|
17.1K
$1.32M
|
|
Oct 03, 2022
Q3 2022
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
17K+ 37.33% |
$1.27M - $1.32M
|
62.6K
$4.84M
|
|
Oct 12, 2022
Q3 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
16.9K+ 39.78% |
$1.26M - $1.31M
|
59.3K
$4.58M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
16.6K+ 7.19% |
$1.23M - $1.28M
|
247K
$19.1M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
16.3K+ 1.07% |
$1.21M - $1.26M
|
1.54M
$119M
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
16K+ 0.36% |
$1.19M - $1.24M
|
4.44M
$344M
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
15.2KNew |
$1.13M - $1.17M
|
15.2K
$1.17M
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
15.1K+ 10.3% |
$1.12M - $1.17M
|
161K
$12.5M
|
|
Oct 13, 2022
Q3 2022
|
Exeter Financial, LLC
|
BUY
|
- |
14.9K+ 13.92% |
$1.11M - $1.15M
|
122K
$9.43M
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
14.8K+ 10.88% |
$1.1M - $1.15M
|
151K
$11.7M
|
|
Oct 18, 2022
Q3 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
14.8K+ 12.85% |
$1.1M - $1.15M
|
130K
$10.1M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
14.3K+ 23.23% |
$1.07M - $1.11M
|
76K
$5.88M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
14.3K+ 0.86% |
$1.06M - $1.1M
|
1.68M
$130M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.2K+ 8.39% |
$1.06M - $1.1M
|
183K
$14.2M
|