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 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
425+ 6.31% |
$31.7K - $32.9K
|
7.16K
$560K
|
|
Nov 01, 2022
Q3 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
423+ 10.63% |
$31.5K - $32.8K
|
4.4K
$344K
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
412New |
$30.7K - $31.9K
|
412
$32.2K
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
387+ 4.04% |
$28.8K - $30K
|
9.96K
$779K
|
|
Oct 26, 2022
Q3 2022
|
Fort Henry Capital, LLC
|
BUY
|
- |
386+ 0.14% |
$28.8K - $29.9K
|
274K
$21.4M
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
380+ 0.75% |
$28.3K - $29.4K
|
50.9K
$3.98M
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
375+ 218.02% |
$27.9K - $29.1K
|
547
$42.8K
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
364+ 0.46% |
$27.1K - $28.2K
|
78.7K
$6.16M
|
|
Oct 24, 2022
Q3 2022
|
Fidato Wealth LLC
|
BUY
|
- |
352+ 0.4% |
$26.2K - $27.3K
|
88.7K
$6.94M
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
351+ 0.75% |
$26.2K - $27.2K
|
47.3K
$3.7M
|
|
Nov 04, 2022
Q3 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
350+ 9.06% |
$26.1K - $27.1K
|
4.22K
$330K
|
|
Nov 14, 2022
Q3 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
350+ 3.19% |
$26.1K - $27.1K
|
11.3K
$885K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
328+ 1.0% |
$24.4K - $25.4K
|
33.2K
$2.6M
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
328+ 3.43% |
$24.4K - $25.4K
|
9.89K
$774K
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
318New |
$23.7K - $24.6K
|
318
$24.9K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
302+ 245.53% |
$22.5K - $23.4K
|
425
$33.3K
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
300+ 2.98% |
$22.4K - $23.2K
|
10.4K
$811K
|
|
Oct 20, 2022
Q3 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
278+ 4.97% |
$20.7K - $21.5K
|
5.87K
$459K
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
267+ 6.07% |
$19.9K - $20.7K
|
4.66K
$365K
|
|
May 09, 2023
Q3 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
263+ 0.13% |
$19.6K - $20.4K
|
204K
$16M
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
258New |
$19.2K - $20K
|
258
$20.2K
|
|
Oct 14, 2022
Q3 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
257+ 4.63% |
$19.2K - $19.9K
|
5.81K
$454K
|
|
Nov 03, 2022
Q3 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
248+ 2.09% |
$18.5K - $19.2K
|
12.1K
$948K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
231+ 0.63% |
$17.2K - $17.9K
|
37.1K
$2.91M
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
215+ 8.15% |
$16K - $16.7K
|
2.85K
$223K
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
207+ 6.74% |
$15.4K - $16K
|
3.28K
$257K
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
206+ 2.81% |
$15.4K - $16K
|
7.53K
$589K
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
202+ 1.51% |
$15.1K - $15.6K
|
13.6K
$1.06M
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
200+ 1.92% |
$14.9K - $15.5K
|
10.6K
$831K
|
|
Nov 02, 2022
Q3 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
196+ 7.16% |
$14.6K - $15.2K
|
2.93K
$230K
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
196+ 7.04% |
$14.6K - $15.2K
|
2.98K
$233K
|
|
Oct 07, 2022
Q3 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
195+ 3.07% |
$14.5K - $15.1K
|
6.54K
$512K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
190+ 61.29% |
$14.2K - $14.7K
|
500
$39.1K
|
|
Oct 18, 2022
Q3 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
187+ 0.47% |
$13.9K - $14.5K
|
40.2K
$3.14M
|
|
Nov 01, 2022
Q3 2022
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
183+ 3.68% |
$13.6K - $14.2K
|
5.16K
$404K
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
183+ 5.26% |
$13.6K - $14.2K
|
3.66K
$287K
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
174+ 2.49% |
$13K - $13.5K
|
7.15K
$560K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
152+ 11.09% |
$11.3K - $11.8K
|
1.52K
$119K
|
|
Oct 28, 2022
Q3 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
143+ 1.34% |
$10.7K - $11.1K
|
10.8K
$847K
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
143+ 1.34% |
$10.7K - $11.1K
|
10.9K
$849K
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
141+ 14.1% |
$10.5K - $10.9K
|
1.14K
$89.3K
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
137+ 2.13% |
$10.2K - $10.6K
|
6.58K
$514K
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
132+ 0.12% |
$9.84K - $10.2K
|
111K
$8.65M
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
131+ 10.57% |
$9.76K - $10.1K
|
1.37K
$107K
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
130New |
$9.69K - $10.1K
|
130
$10.2K
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
115+ 0.18% |
$8.57K - $8.91K
|
63.9K
$5M
|
|
Nov 10, 2022
Q3 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
110+ 3.3% |
$8.2K - $8.52K
|
3.44K
$269K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
103+ 0.74% |
$7.68K - $7.98K
|
14K
$1.1M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
101New |
$7.53K - $7.82K
|
101
$7.9K
|
|
Oct 24, 2022
Q3 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
98New |
$7.3K - $7.59K
|
98
$7.67K
|