Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2023
Q4 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
141+ 2.13% |
$10.4K - $10.7K
|
6.77K
$525K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
132+ 293.33% |
$9.78K - $10K
|
177
$13.7K
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
127New |
$9.41K - $9.64K
|
127
$9.85K
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
124+ 2.64% |
$9.18K - $9.41K
|
4.82K
$374K
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
117+ 3.31% |
$8.67K - $8.88K
|
3.65K
$283K
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
116+ 1.25% |
$8.59K - $8.8K
|
9.41K
$729K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
112+ 0.92% |
$8.3K - $8.5K
|
12.2K
$949K
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
104+ 18.34% |
$7.7K - $7.89K
|
671
$52K
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
102+ 0.49% |
$7.56K - $7.74K
|
21K
$1.63M
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
100+ 1.27% |
$7.41K - $7.59K
|
7.99K
$620K
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
100+ 2.15% |
$7.41K - $7.59K
|
4.74K
$368K
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
94New |
$6.96K - $7.13K
|
94
$7.29K
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
93+ 1.41% |
$6.89K - $7.06K
|
6.71K
$520K
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
86+ 0.95% |
$6.37K - $6.52K
|
9.13K
$708K
|
|
Feb 06, 2023
Q4 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
84+ 1.88% |
$6.22K - $6.37K
|
4.56K
$354K
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
80+ 0.6% |
$5.93K - $6.07K
|
13.4K
$1.04M
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
78+ 2.44% |
$5.78K - $5.92K
|
3.27K
$254K
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
75+ 2.79% |
$5.56K - $5.69K
|
2.76K
$214K
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
74+ 1.27% |
$5.48K - $5.61K
|
5.88K
$456K
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
72+ 1.67% |
$5.33K - $5.46K
|
4.38K
$340K
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
53+ 1.12% |
$3.93K - $4.02K
|
4.78K
$371K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
53+ 2.75% |
$3.93K - $4.02K
|
1.98K
$154K
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
52+ 20.8% |
$3.85K - $3.95K
|
302
$23.4K
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.74% |
$3.7K - $3.79K
|
6.85K
$531K
|
|
Jan 20, 2023
Q4 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
48+ 0.44% |
$3.56K - $3.64K
|
10.9K
$843K
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
47+ 0.47% |
$3.48K - $3.57K
|
10.1K
$779K
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
45New |
$3.33K - $3.41K
|
45
$3.49K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
45+ 3.03% |
$3.33K - $3.41K
|
1.53K
$119K
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
40+ 1.17% |
$2.96K - $3.03K
|
3.46K
$268K
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
33+ 0.4% |
$2.44K - $2.5K
|
8.26K
$640K
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
33+ 0.31% |
$2.44K - $2.5K
|
10.8K
$840K
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
33+ 0.59% |
$2.44K - $2.5K
|
5.6K
$434K
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
32+ 1.09% |
$2.37K - $2.43K
|
2.97K
$230K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
30+ 1.96% |
$2.22K - $2.28K
|
1.56K
$121K
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
29New |
$2.15K - $2.2K
|
29
$2.25K
|
|
Jan 30, 2023
Q4 2022
|
Cumberland Advisors Inc
|
BUY
|
- |
28+ 0.64% |
$2.07K - $2.12K
|
4.42K
$343K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
24+ 2.49% |
$1.78K - $1.82K
|
987
$76.5K
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
24+ 0.43% |
$1.78K - $1.82K
|
5.6K
$434K
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
21+ 0.58% |
$1.56K - $1.59K
|
3.67K
$284K
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
19New |
$1.41K - $1.44K
|
19
$1.47K
|
|
Jan 24, 2023
Q4 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
18+ 0.31% |
$1.33K - $1.37K
|
5.89K
$456K
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
17+ 0.57% |
$1.26K - $1.29K
|
2.99K
$231K
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
17+ 0.6% |
$1.26K - $1.29K
|
2.84K
$220K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
16New |
$1.19K - $1.21K
|
16
$1.24K
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
13+ 0.28% |
$963 - $986
|
4.62K
$358K
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
11+ 0.15% |
$815 - $835
|
7.16K
$555K
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
9+ 0.01% |
$667 - $683
|
126K
$9.76M
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
9New |
$667 - $683
|
9
$698
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9+ 0.06% |
$667 - $683
|
14.8K
$1.15M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
9New |
$667 - $683
|
9
$698
|