Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
BUY
|
- |
131K+ 25.55% |
$10.6M - $10.7M
|
643K
$49.7M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
130KNew |
$10.5M - $10.6M
|
130K
$10M
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
126K+ 169.71% |
$10.2M - $10.3M
|
200K
$15.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Darrow Company, Inc.
|
BUY
|
- |
119KNew |
$9.64M - $9.78M
|
119K
$9.23M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
116KNew |
$9.4M - $9.54M
|
116K
$9M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
112K+ 13.16% |
$9.08M - $9.21M
|
966K
$74.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
112KNew |
$9.06M - $9.19M
|
112K
$8.68M
|
|
|
Feb 10, 2022
Q4 2021
|
Swm Advisors
|
BUY
|
- |
112KNew |
$9.02M - $9.15M
|
112K
$8.63M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
108K+ 115.36% |
$8.76M - $8.89M
|
202K
$15.7M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
106K+ 27.82% |
$8.56M - $8.68M
|
487K
$37.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
105KNew |
$8.46M - $8.58M
|
105K
$8.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
103K+ 196.2% |
$8.34M - $8.47M
|
156K
$12.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
101KNew |
$8.12M - $8.24M
|
101K
$7.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
97.4K+ 120.06% |
$7.87M - $7.98M
|
178K
$13.8M
|
|
|
Feb 28, 2022
Q4 2021
|
Echo45 Advisors LLC
|
BUY
|
- |
97KNew |
$7.83M - $7.95M
|
97K
$7.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
96.9KNew |
$7.83M - $7.95M
|
96.9K
$7.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
96.8K+ 2.09% |
$7.82M - $7.94M
|
4.74M
$366M
|
|
|
Feb 28, 2022
Q4 2021
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
91.9K+ 912.25% |
$7.42M - $7.53M
|
102K
$7.89M
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
91.8K+ 54.04% |
$7.41M - $7.53M
|
262K
$20.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
89.6K+ 4.55% |
$7.24M - $7.34M
|
2.06M
$159M
|
|
|
May 04, 2022
Q4 2021
|
Fidato Wealth LLC
|
BUY
|
- |
84.9KNew |
$6.86M - $6.96M
|
84.9K
$6.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
84.7KNew |
$6.84M - $6.94M
|
84.7K
$6.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
BUY
|
- |
84.4K+ 9.56% |
$6.82M - $6.92M
|
967K
$74.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
84.2K+ 28.02% |
$6.8M - $6.9M
|
385K
$29.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
82.7K+ 20.81% |
$6.68M - $6.78M
|
480K
$37.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
82.4KNew |
$6.66M - $6.75M
|
82.4K
$6.37M
|
|
|
Jan 31, 2022
Q4 2021
|
Olio Financial Planning
|
BUY
|
- |
81KNew |
$6.55M - $6.64M
|
81K
$6.27M
|
|
|
Jan 20, 2022
Q4 2021
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
81KNew |
$6.54M - $6.64M
|
81K
$6.27M
|
|
|
Feb 10, 2022
Q4 2021
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
73.7K+ 7.76% |
$5.95M - $6.04M
|
1.02M
$79.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
73.6KNew |
$5.94M - $6.03M
|
73.6K
$5.69M
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
73.1K+ 14.36% |
$5.91M - $5.99M
|
582K
$45M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
72.8K+ 2.37% |
$5.88M - $5.97M
|
3.15M
$244M
|
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
68K+ 67.26% |
$5.49M - $5.57M
|
169K
$13.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
66.5K+ 4.58% |
$5.38M - $5.45M
|
1.52M
$118M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
66.3K+ 1.18% |
$5.36M - $5.44M
|
5.71M
$442M
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
65.4K+ 5.7% |
$5.28M - $5.36M
|
1.21M
$93.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
65.3K+ 96.49% |
$5.27M - $5.35M
|
133K
$10.3M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
65.3K+ 96.49% |
$5.27M - $5.35M
|
133K
$10.3M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
63.5KNew |
$5.13M - $5.21M
|
63.5K
$4.92M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
61.6KNew |
$4.98M - $5.05M
|
61.6K
$4.77M
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
BUY
|
- |
58.9KNew |
$4.76M - $4.83M
|
58.9K
$4.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
57.3KNew |
$4.63M - $4.7M
|
57.3K
$4.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
56.9KNew |
$4.6M - $4.66M
|
56.9K
$4.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
55.3KNew |
$4.46M - $4.53M
|
55.3K
$4.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
54.7KNew |
$4.42M - $4.48M
|
54.7K
$4.23M
|
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
BUY
|
- |
54.7K+ 9.37% |
$4.42M - $4.48M
|
638K
$49.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
54K+ 53.89% |
$4.36M - $4.42M
|
154K
$11.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53.7K+ 1.89% |
$4.34M - $4.4M
|
2.9M
$225M
|
|
|
Feb 04, 2022
Q4 2021
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
53.6KNew |
$4.33M - $4.4M
|
53.6K
$4.15M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
51.4K+ 7.52% |
$4.16M - $4.22M
|
736K
$56.9M
|