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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
12K+ 3.13% |
$972K - $986K
|
396K
$30.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
11.8KNew |
$950K - $964K
|
11.8K
$911K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.6K+ 22.65% |
$938K - $952K
|
62.9K
$4.87M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
11.6K+ 6.56% |
$936K - $949K
|
188K
$14.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.5K+ 9.22% |
$933K - $947K
|
137K
$10.6M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
11.5KNew |
$930K - $944K
|
11.5K
$892K
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
11.4K+ 57.44% |
$923K - $937K
|
31.3K
$2.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
11.4K+ 6.05% |
$921K - $935K
|
200K
$15.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
11.4K+ 17.21% |
$917K - $931K
|
77.3K
$5.99M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
11.2KNew |
$905K - $918K
|
11.2K
$867K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
10.9K+ 20.35% |
$884K - $897K
|
64.7K
$5.01M
|
|
|
Jan 20, 2022
Q4 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
10.7K+ 7.92% |
$862K - $875K
|
146K
$11.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Northeast Investment Management
|
BUY
|
- |
10.7KNew |
$862K - $875K
|
10.7K
$827K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.7K+ 8.18% |
$862K - $875K
|
141K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.6K+ 4.27% |
$859K - $872K
|
260K
$20.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10.6K+ 5.59% |
$858K - $870K
|
200K
$15.5M
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
10.4KNew |
$839K - $852K
|
10.4K
$805K
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
10.4KNew |
$839K - $852K
|
10.4K
$805K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
10.4K+ 75.25% |
$837K - $850K
|
24.1K
$1.87M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
10.3K+ 101.68% |
$828K - $840K
|
20.3K
$1.57M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
10.2KNew |
$827K - $839K
|
10.2K
$793K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
10.1KNew |
$814K - $826K
|
10.1K
$781K
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
10.1K+ 5.12% |
$814K - $826K
|
207K
$16M
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
10K+ 45.03% |
$807K - $819K
|
32.2K
$2.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.98KNew |
$806K - $818K
|
9.98K
$773K
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Finance, LLC
|
BUY
|
- |
9.82KNew |
$793K - $805K
|
9.82K
$760K
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
9.69KNew |
$783K - $795K
|
9.69K
$751K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.61K+ 26.13% |
$777K - $788K
|
46.4K
$3.59M
|
|
|
Feb 15, 2022
Q4 2021
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
9.54KNew |
$771K - $782K
|
9.54K
$739K
|
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
BUY
|
- |
9.54KNew |
$771K - $782K
|
9.54K
$739K
|
|
|
Feb 07, 2022
Q4 2021
|
Monumental Financial Group Inc.
|
BUY
|
- |
9.51K+ 6.01% |
$768K - $780K
|
168K
$13M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.51K+ 8.21% |
$768K - $780K
|
125K
$9.71M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
BUY
|
- |
9.48KNew |
$766K - $777K
|
9.48K
$735K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.47KNew |
$765K - $776K
|
9.47K
$733K
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
9.44K+ 12.56% |
$762K - $774K
|
84.6K
$6.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
9.41K+ 1.96% |
$760K - $772K
|
489K
$37.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
9.26K+ 52.78% |
$748K - $759K
|
26.8K
$2.08M
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
9.2K+ 1.74% |
$743K - $754K
|
537K
$41.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
9.1K+ 8.1% |
$735K - $746K
|
121K
$9.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.82K+ 15.75% |
$712K - $723K
|
64.8K
$5.02M
|
|
|
Jan 27, 2022
Q4 2021
|
Fort Henry Capital, LLC
|
BUY
|
- |
8.77K+ 3.34% |
$709K - $719K
|
271K
$21M
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
8.5K+ 33.48% |
$686K - $697K
|
33.9K
$2.62M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
8.48K+ 36.57% |
$685K - $695K
|
31.7K
$2.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
8.45KNew |
$682K - $692K
|
8.45K
$654K
|
|
|
Feb 03, 2022
Q4 2021
|
Bull Street Advisors, LLC
|
BUY
|
- |
8.23K+ 7.17% |
$664K - $674K
|
123K
$9.53M
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
8.12K+ 58.53% |
$656K - $666K
|
22K
$1.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
8.06K+ 16.72% |
$651K - $661K
|
56.3K
$4.36M
|
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
BUY
|
- |
8.04K+ 12.59% |
$649K - $659K
|
71.8K
$5.57M
|
|
|
Jan 31, 2022
Q4 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
7.87K+ 41.38% |
$635K - $645K
|
26.9K
$2.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.82KNew |
$632K - $641K
|
7.82K
$606K
|