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 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.35K- 6.35% |
$100K - $102K
|
19.9K
$1.54M
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.36K- 76.25% |
$101K - $103K
|
423
$32.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-1.38K- 1.82% |
$102K - $105K
|
74.2K
$5.75M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.38K- 32.32% |
$103K - $105K
|
2.9K
$225K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.39K- 6.11% |
$103K - $106K
|
21.4K
$1.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.4K- 33.0% |
$104K - $106K
|
2.84K
$220K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.46K- 22.22% |
$108K - $111K
|
5.12K
$397K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.47K- 27.17% |
$109K - $111K
|
3.93K
$305K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.47K- 19.51% |
$109K - $111K
|
6.06K
$470K
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.5K- 22.56% |
$111K - $114K
|
5.15K
$399K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.5K- 25.01% |
$111K - $114K
|
4.5K
$349K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.52K- 6.53% |
$112K - $115K
|
21.7K
$1.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.53K- 86.08% |
$113K - $116K
|
247
$19.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.54K- 53.24% |
$114K - $117K
|
1.35K
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.6K- 3.01% |
$119K - $121K
|
51.6K
$4M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.61K- 6.82% |
$119K - $122K
|
21.9K
$1.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-1.62K- 3.32% |
$120K - $123K
|
47.3K
$3.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.63K- 17.42% |
$121K - $124K
|
7.74K
$600K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.64K- 5.11% |
$121K - $124K
|
30.4K
$2.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.65K- 8.35% |
$122K - $125K
|
18.1K
$1.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.72K- 5.84% |
$127K - $130K
|
27.7K
$2.15M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.76K- 9.8% |
$130K - $133K
|
16.2K
$1.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.76K- 12.12% |
$131K - $134K
|
12.8K
$991K
|
|
|
Jan 25, 2023
Q4 2022
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-1.77K- 1.12% |
$131K - $134K
|
155K
$12M
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-1.84K- 1.1% |
$136K - $139K
|
165K
$12.8M
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.85K- 2.15% |
$137K - $140K
|
84.4K
$6.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.87K- 18.77% |
$138K - $142K
|
8.09K
$627K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.87K- 13.29% |
$139K - $142K
|
12.2K
$947K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-1.9K- 31.66% |
$141K - $144K
|
4.09K
$317K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1.92K- 36.85% |
$143K - $146K
|
3.3K
$256K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.93K- 4.24% |
$143K - $147K
|
43.7K
$3.39M
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.96K- 9.27% |
$145K - $149K
|
19.2K
$1.49M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.98K- 8.4% |
$146K - $150K
|
21.6K
$1.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2K- 17.66% |
$148K - $152K
|
9.33K
$723K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2K- 1.04% |
$148K - $152K
|
190K
$14.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.04K- 33.67% |
$151K - $154K
|
4.01K
$311K
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
SELL
|
- |
-2.04K- 0.9% |
$151K - $154K
|
224K
$17.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
SELL
|
- |
-2.07K- 6.23% |
$153K - $157K
|
31.2K
$2.42M
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-2.08K- 4.17% |
$154K - $158K
|
47.7K
$3.7M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-2.08K- 4.18% |
$154K - $158K
|
47.7K
$3.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.13K- 34.44% |
$158K - $162K
|
4.06K
$315K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2.14K- 50.58% |
$158K - $162K
|
2.09K
$162K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.17K- 51.89% |
$160K - $164K
|
2.01K
$156K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.17K- 13.82% |
$161K - $165K
|
13.6K
$1.05M
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
SELL
|
- |
-2.24K- 9.64% |
$166K - $170K
|
21K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.25K- 14.91% |
$167K - $171K
|
12.9K
$998K
|
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.27K- 3.01% |
$168K - $172K
|
73.3K
$5.69M
|
|
|
Jan 24, 2023
Q4 2022
|
Darrow Company, Inc.
|
SELL
|
- |
-2.28K- 1.89% |
$169K - $173K
|
118K
$9.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.34K- 5.7% |
$173K - $178K
|
38.7K
$3M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
SELL
|
- |
-2.34K- 8.16% |
$174K - $178K
|
26.4K
$2.05M
|