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 |
---|---|---|---|---|---|---|---|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
SELL
|
- |
-112- 0.35% |
$8.3K - $8.5K
|
31.8K
$2.46M
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-125- 1.23% |
$9.26K - $9.48K
|
10K
$775K
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-130- 2.59% |
$9.63K - $9.86K
|
4.9K
$379K
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-135- 13.43% |
$10K - $10.2K
|
870
$67.3K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-135- 17.44% |
$10K - $10.2K
|
639
$49.4K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-139- 1.81% |
$10.3K - $10.5K
|
7.55K
$584K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-141- 12.36% |
$10.4K - $10.7K
|
1K
$77.3K
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-144- 1.23% |
$10.7K - $10.9K
|
11.5K
$891K
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-149- 0.21% |
$11K - $11.3K
|
72.4K
$5.6M
|
|
Jan 25, 2023
Q4 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-156- 4.14% |
$11.6K - $11.8K
|
3.61K
$279K
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-160- 2.61% |
$11.9K - $12.1K
|
5.97K
$462K
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-171- 1.58% |
$12.7K - $13K
|
10.7K
$826K
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-171- 3.05% |
$12.7K - $13K
|
5.43K
$420K
|
|
Feb 06, 2023
Q4 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-184- 5.09% |
$13.6K - $14K
|
3.43K
$265K
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-185- 1.18% |
$13.7K - $14K
|
15.5K
$1.2M
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-194- 1.78% |
$14.4K - $14.7K
|
10.7K
$830K
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.28% |
$14.8K - $15.2K
|
15.4K
$1.19M
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
SELL
|
- |
-200- 2.79% |
$14.8K - $15.2K
|
6.96K
$538K
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-200- 2.96% |
$14.8K - $15.2K
|
6.57K
$508K
|
|
Feb 14, 2023
Q4 2022
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-202- 1.58% |
$15K - $15.3K
|
12.6K
$975K
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-221- 6.7% |
$16.4K - $16.8K
|
3.08K
$238K
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-234- 1.76% |
$17.3K - $17.8K
|
13K
$1.01M
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-241- 0.65% |
$17.9K - $18.3K
|
36.7K
$2.84M
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-253- 7.56% |
$18.7K - $19.2K
|
3.09K
$239K
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-257- 1.19% |
$19K - $19.5K
|
21.3K
$1.65M
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-267- 1.84% |
$19.8K - $20.3K
|
14.2K
$1.1M
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-270- 8.54% |
$20K - $20.5K
|
2.89K
$224K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-275- 72.75% |
$20.4K - $20.9K
|
103
$7.96K
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-276- 4.02% |
$20.4K - $20.9K
|
6.6K
$510K
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-288- 6.2% |
$21.3K - $21.9K
|
4.36K
$337K
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-288- 10.65% |
$21.3K - $21.9K
|
2.42K
$187K
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-292- 1.02% |
$21.6K - $22.2K
|
28.3K
$2.19M
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-295- 0.54% |
$21.9K - $22.4K
|
54K
$4.17M
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-297- 4.25% |
$22K - $22.5K
|
6.69K
$518K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-300- 25.23% |
$22.2K - $22.8K
|
889
$68.7K
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-303- 3.85% |
$22.4K - $23K
|
7.56K
$585K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-309- 9.45% |
$22.9K - $23.4K
|
2.96K
$229K
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-317- 36.82% |
$23.5K - $24.1K
|
544
$42.1K
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
SELL
|
- |
-329- 5.08% |
$24.4K - $25K
|
6.15K
$475K
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-335- 2.3% |
$24.8K - $25.4K
|
14.2K
$1.1M
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
SELL
|
- |
-341- 6.81% |
$25.3K - $25.9K
|
4.67K
$361K
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-342- 1.78% |
$25.3K - $25.9K
|
18.8K
$1.46M
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-350- 3.3% |
$25.9K - $26.6K
|
10.2K
$792K
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-350- 10.57% |
$25.9K - $26.6K
|
2.96K
$229K
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-357- 4.72% |
$26.4K - $27.1K
|
7.2K
$557K
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-358- 3.71% |
$26.5K - $27.2K
|
9.29K
$719K
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-359- 3.08% |
$26.6K - $27.2K
|
11.3K
$872K
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-370- 0.39% |
$27.4K - $28.1K
|
95K
$7.34M
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-383- 1.0% |
$28.4K - $29.1K
|
37.9K
$2.93M
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-385- 1.73% |
$28.5K - $29.2K
|
21.9K
$1.69M
|