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
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6.26K- 12.21% |
$463K - $475K
|
45K
$3.48M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-6.27K- 44.98% |
$465K - $476K
|
7.67K
$593K
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-6.28K- 13.77% |
$465K - $476K
|
39.3K
$3.04M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-6.53K- 28.09% |
$483K - $495K
|
16.7K
$1.29M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-6.58K- 28.94% |
$487K - $499K
|
16.2K
$1.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.6K- 12.57% |
$489K - $501K
|
45.9K
$3.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-6.67K- 17.82% |
$494K - $506K
|
30.7K
$2.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-6.82K- 0.59% |
$505K - $517K
|
1.15M
$88.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-6.84K- 18.42% |
$507K - $519K
|
30.3K
$2.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6.85K- 35.78% |
$507K - $520K
|
12.3K
$950K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-7.03K- 30.7% |
$521K - $533K
|
15.9K
$1.23M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-7.04K- 58.83% |
$522K - $534K
|
4.93K
$381K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-7.37K- 40.23% |
$546K - $559K
|
11K
$847K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-7.48K- 80.83% |
$554K - $567K
|
1.77K
$137K
|
|
|
Oct 09, 2024
Q4 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-7.88K- 1.36% |
$584K - $598K
|
571K
$44.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-7.89K- 10.32% |
$584K - $599K
|
68.6K
$5.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-7.94K- 9.39% |
$588K - $602K
|
76.6K
$5.93M
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-8.04K- 35.24% |
$596K - $610K
|
14.8K
$1.14M
|
|
|
Jan 18, 2023
Q4 2022
|
Signify Wealth
|
SELL
|
- |
-8.12K- 6.23% |
$601K - $616K
|
122K
$9.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-8.29K- 9.53% |
$614K - $629K
|
78.7K
$6.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-8.4K- 10.4% |
$622K - $637K
|
72.4K
$5.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-8.45K- 3.61% |
$626K - $641K
|
225K
$17.4M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8.54K- 67.89% |
$632K - $648K
|
4.04K
$312K
|
|
|
Jan 30, 2023
Q4 2022
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-8.55K- 18.02% |
$634K - $649K
|
38.9K
$3.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-8.57K- 38.82% |
$635K - $650K
|
13.5K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-8.67K- 33.21% |
$642K - $658K
|
17.4K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-8.7K- 5.2% |
$645K - $660K
|
159K
$12.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.92K- 12.22% |
$661K - $677K
|
64.1K
$4.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-9.09K- 10.29% |
$673K - $689K
|
79.3K
$6.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-9.43K- 58.55% |
$698K - $715K
|
6.68K
$516K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.58K- 4.25% |
$709K - $727K
|
216K
$16.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-9.58K- 10.87% |
$710K - $727K
|
78.6K
$6.08M
|
|
|
Aug 23, 2023
Q4 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-9.75K- 17.65% |
$722K - $740K
|
45.5K
$3.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-9.93K- 32.91% |
$736K - $753K
|
20.2K
$1.56M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-10.3K- 24.14% |
$762K - $781K
|
32.3K
$2.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-10.4K- 11.88% |
$767K - $786K
|
76.8K
$5.94M
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-10.4K- 7.08% |
$770K - $788K
|
136K
$10.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-10.6K- 18.92% |
$782K - $801K
|
45.2K
$3.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-10.6K- 17.81% |
$786K - $805K
|
49K
$3.79M
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-10.6K- 5.17% |
$787K - $806K
|
195K
$15.1M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-11K- 24.76% |
$812K - $832K
|
33.3K
$2.58M
|
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
SELL
|
- |
-11.1K- 6.66% |
$819K - $839K
|
155K
$12M
|
|
|
Jan 20, 2023
Q4 2022
|
Newton One Investments LLC
|
SELL
|
- |
-11.3K- 4.59% |
$834K - $855K
|
234K
$18.1M
|
|
|
Jan 11, 2023
Q4 2022
|
New Capital Management LP
|
SELL
|
- |
-11.3K- 13.6% |
$837K - $857K
|
71.8K
$5.55M
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-11.6K- 9.13% |
$856K - $877K
|
115K
$8.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-11.6K- 67.63% |
$857K - $878K
|
5.54K
$428K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-11.9K- 35.81% |
$881K - $902K
|
21.3K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-12K- 56.6% |
$892K - $914K
|
9.24K
$714K
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-12.1KClosed |
$898K - $920K
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Insight Folios Inc
|
SELL
|
- |
-12.3K- 29.34% |
$908K - $930K
|
29.5K
$2.28M
|