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 |
---|---|---|---|---|---|---|---|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9New |
$667 - $683
|
9
$696
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
7+ 0.26% |
$518 - $531
|
2.74K
$212K
|
|
Jan 23, 2023
Q4 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
7+ 0.13% |
$518 - $531
|
5.3K
$409K
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7+ 0.14% |
$518 - $531
|
5.03K
$389K
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6+ 0.2% |
$444 - $455
|
2.95K
$228K
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
5+ 8.77% |
$370 - $379
|
62
$4.79K
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
3+ 0.09% |
$222 - $228
|
3.39K
$262K
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3+ 20.0% |
$222 - $228
|
18
$1.39K
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.69% |
$222 - $228
|
436
$33.7K
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
1+ 0.03% |
$74.1 - $75.9
|
2.94K
$227K
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$74.1 - $75.9
|
8.55K
$661K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.14% |
$74.1 - $75.9
|
701
$54.2K
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$74.1 - $75.9
|
3.92K
$303K
|
|
Jan 26, 2023
Q4 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$74.1 - $75.9
|
3.17K
$245K
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1+ 0.02% |
$74.1 - $75.9
|
4.47K
$345K
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.32% |
$74.1 - $75.9
|
311
$24K
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.16% |
$74.1 - $75.9
|
635
$49.1K
|
|
Feb 14, 2023
Q4 2022
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-9- 0.85% |
$667 - $683
|
1.05K
$81.1K
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-11- 2.24% |
$815 - $835
|
481
$37.2K
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-12- 0.33% |
$889 - $910
|
3.61K
$279K
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-13- 24.07% |
$963 - $986
|
41
$3.17K
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-17- 0.03% |
$1.26K - $1.29K
|
58K
$4.49M
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-19- 0.55% |
$1.41K - $1.44K
|
3.41K
$264K
|
|
Feb 13, 2023
Q4 2022
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-22- 0.11% |
$1.63K - $1.67K
|
19.7K
$1.52M
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-25- 0.09% |
$1.85K - $1.9K
|
27.6K
$2.14M
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-30- 0.36% |
$2.22K - $2.28K
|
8.31K
$642K
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-30- 0.5% |
$2.22K - $2.28K
|
6K
$464K
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-30- 6.0% |
$2.22K - $2.28K
|
470
$36.3K
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-35- 0.71% |
$2.59K - $2.66K
|
4.88K
$377K
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-45- 1.51% |
$3.33K - $3.41K
|
2.94K
$227K
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-45- 0.02% |
$3.33K - $3.41K
|
212K
$16.4M
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-47- 1.57% |
$3.48K - $3.57K
|
2.95K
$228K
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-50- 0.83% |
$3.7K - $3.79K
|
5.99K
$463K
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-51- 1.56% |
$3.78K - $3.87K
|
3.23K
$250K
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-53- 0.24% |
$3.93K - $4.02K
|
22.5K
$1.74M
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-54- 1.96% |
$4K - $4.1K
|
2.7K
$209K
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-63- 0.69% |
$4.67K - $4.78K
|
9.05K
$700K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-66- 4.82% |
$4.89K - $5.01K
|
1.3K
$101K
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-67- 0.65% |
$4.96K - $5.08K
|
10.2K
$788K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-71- 15.43% |
$5.26K - $5.39K
|
389
$30.1K
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-75- 2.46% |
$5.56K - $5.69K
|
2.97K
$230K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-75- 0.3% |
$5.56K - $5.69K
|
25.2K
$1.95M
|
|
Feb 13, 2023
Q4 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-80- 1.73% |
$5.93K - $6.07K
|
4.55K
$352K
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-92- 28.93% |
$6.81K - $6.98K
|
226
$17.5K
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-93- 10.63% |
$6.89K - $7.06K
|
782
$60.5K
|
|
Jan 09, 2023
Q4 2022
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-95- 1.45% |
$7.04K - $7.21K
|
6.45K
$499K
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-102- 0.29% |
$7.56K - $7.74K
|
35.5K
$2.75M
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-103- 0.27% |
$7.63K - $7.81K
|
37.6K
$2.91M
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-105- 0.63% |
$7.78K - $7.97K
|
16.4K
$1.27M
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-110- 3.22% |
$8.15K - $8.35K
|
3.31K
$256K
|