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 23, 2023
Q4 2022
|
Foster Group, Inc.
|
SELL
|
- |
-4.05K- 41.84% |
$300K - $307K
|
5.63K
$435K
|
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-4.05K- 12.1% |
$300K - $307K
|
29.4K
$2.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Independent Family Office, LLC
|
SELL
|
- |
-4.28K- 34.75% |
$317K - $325K
|
8.04K
$621K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-4.37K- 10.06% |
$324K - $332K
|
39.1K
$3.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.39K- 21.66% |
$325K - $333K
|
15.9K
$1.23M
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-4.43K- 10.35% |
$328K - $336K
|
38.4K
$2.97M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.47K- 11.16% |
$331K - $339K
|
35.6K
$2.75M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-4.49K- 29.28% |
$332K - $340K
|
10.8K
$838K
|
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-4.51K- 6.53% |
$334K - $342K
|
64.5K
$4.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-4.64K- 2.81% |
$343K - $352K
|
161K
$12.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-4.73K- 38.82% |
$350K - $359K
|
7.46K
$576K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.76K- 26.35% |
$353K - $361K
|
13.3K
$1.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.77K- 35.09% |
$353K - $362K
|
8.82K
$682K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-4.86K- 7.94% |
$360K - $368K
|
56.3K
$4.35M
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-4.86K- 18.11% |
$360K - $369K
|
22K
$1.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-5K- 26.3% |
$370K - $379K
|
14K
$1.08M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.01K- 18.12% |
$371K - $380K
|
22.6K
$1.75M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5.03K- 64.18% |
$373K - $382K
|
2.81K
$217K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-5.05K- 14.93% |
$374K - $383K
|
28.8K
$2.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-5.08K- 8.01% |
$376K - $385K
|
58.3K
$4.51M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-5.22K- 11.28% |
$386K - $396K
|
41K
$3.17M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5.25K- 53.66% |
$389K - $398K
|
4.53K
$350K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.26K- 12.02% |
$390K - $399K
|
38.5K
$2.98M
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-5.33K- 32.22% |
$395K - $405K
|
11.2K
$868K
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-5.34K- 44.64% |
$395K - $405K
|
6.62K
$512K
|
|
|
Feb 02, 2023
Q4 2022
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-5.39K- 10.22% |
$399K - $409K
|
47.3K
$3.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-5.43K- 24.45% |
$402K - $412K
|
16.8K
$1.3M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-5.5K- 4.62% |
$408K - $418K
|
114K
$8.79M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-5.51K- 30.23% |
$408K - $418K
|
12.7K
$983K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.54K- 6.25% |
$410K - $420K
|
83.1K
$6.42M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.56K- 10.72% |
$412K - $422K
|
46.3K
$3.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-5.6K- 41.56% |
$415K - $425K
|
7.88K
$609K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-5.61K- 29.36% |
$416K - $426K
|
13.5K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.69K- 7.67% |
$421K - $432K
|
68.5K
$5.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.73K- 9.41% |
$425K - $435K
|
55.2K
$4.27M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-5.74K- 20.02% |
$425K - $435K
|
22.9K
$1.77M
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-5.75K- 11.21% |
$426K - $436K
|
45.5K
$3.52M
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-5.78K- 11.94% |
$428K - $438K
|
42.6K
$3.29M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.79K- 26.91% |
$429K - $440K
|
15.7K
$1.22M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.81K- 22.7% |
$430K - $440K
|
19.8K
$1.53M
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-5.84K- 26.25% |
$432K - $443K
|
16.4K
$1.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.85K- 28.84% |
$433K - $444K
|
14.4K
$1.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-5.87K- 10.58% |
$435K - $445K
|
49.6K
$3.83M
|
|
|
Jan 26, 2023
Q4 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-5.99K- 60.6% |
$444K - $454K
|
3.9K
$301K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-6.02K- 4.58% |
$446K - $457K
|
126K
$9.71M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-6.03K- 13.01% |
$447K - $458K
|
40.3K
$3.12M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6.1K- 15.07% |
$451K - $462K
|
34.3K
$2.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-6.14K- 3.31% |
$455K - $466K
|
179K
$13.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-6.21K- 12.02% |
$460K - $471K
|
45.4K
$3.51M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.21K- 6.49% |
$460K - $471K
|
89.5K
$6.92M
|