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 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
38.1K+ 38.02% |
$2.82M - $2.89M
|
138K
$10.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
37.1K+ 893.79% |
$2.75M - $2.82M
|
41.3K
$3.19M
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
37K+ 7.41% |
$2.74M - $2.81M
|
537K
$41.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
37K+ 68.85% |
$2.74M - $2.8M
|
90.7K
$7.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
36.6KNew |
$2.71M - $2.78M
|
36.6K
$2.83M
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
BUY
|
- |
36.6K+ 4.72% |
$2.71M - $2.77M
|
811K
$62.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
36.5K+ 31.23% |
$2.7M - $2.77M
|
153K
$11.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
36.4KNew |
$2.69M - $2.76M
|
36.4K
$2.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
35.5KNew |
$2.63M - $2.69M
|
35.5K
$2.74M
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
34.7K+ 728.59% |
$2.57M - $2.63M
|
39.5K
$3.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
34.3K+ 39.92% |
$2.54M - $2.6M
|
120K
$9.3M
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
33.2K+ 62.42% |
$2.46M - $2.52M
|
86.5K
$6.69M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32.3KNew |
$2.39M - $2.45M
|
32.3K
$2.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
31.2K+ 25.21% |
$2.31M - $2.37M
|
155K
$12M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.8K+ 491.99% |
$2.21M - $2.26M
|
35.8K
$2.77M
|
|
|
Sep 18, 2023
Q4 2022
|
Washington Capital Management Inc
|
BUY
|
- |
29K+ 98.31% |
$2.15M - $2.2M
|
58.5K
$4.52M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
28.7K+ 1166.88% |
$2.12M - $2.18M
|
31.1K
$2.41M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
28.5KNew |
$2.11M - $2.16M
|
28.5K
$2.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
27.6K+ 102.92% |
$2.04M - $2.09M
|
54.3K
$4.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
27.4K+ 32.3% |
$2.03M - $2.08M
|
112K
$8.67M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
27.4KNew |
$2.03M - $2.08M
|
27.4K
$2.12M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
27KNew |
$2M - $2.05M
|
27K
$2.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
26.3KNew |
$1.95M - $1.99M
|
26.3K
$2.03M
|
|
|
Feb 01, 2023
Q4 2022
|
Alaska Permanent Capital Management
|
BUY
|
- |
26.1K+ 24.62% |
$1.93M - $1.98M
|
132K
$10.2M
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
26K+ 44.38% |
$1.93M - $1.97M
|
84.7K
$6.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
25KNew |
$1.85M - $1.9M
|
25K
$1.93M
|
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
24.8KNew |
$1.84M - $1.88M
|
24.8K
$1.92M
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
24.5KNew |
$1.81M - $1.86M
|
24.5K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.9K+ 9.2% |
$1.77M - $1.81M
|
284K
$22M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
23.8KNew |
$1.76M - $1.8M
|
23.8K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
21.7KNew |
$1.61M - $1.65M
|
21.7K
$1.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
21.1K+ 98.99% |
$1.56M - $1.6M
|
42.4K
$3.28M
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
20.7KNew |
$1.54M - $1.57M
|
20.7K
$1.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
20.1KNew |
$1.49M - $1.53M
|
20.1K
$1.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
20.1K+ 12.26% |
$1.49M - $1.52M
|
184K
$14.2M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
19.9K+ 380.54% |
$1.48M - $1.51M
|
25.2K
$1.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Sofi Wealth, LLC
|
BUY
|
- |
19.4K+ 4.68% |
$1.43M - $1.47M
|
433K
$33.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
19.3KNew |
$1.43M - $1.47M
|
19.3K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
19.2K+ 53.95% |
$1.42M - $1.46M
|
54.8K
$4.24M
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
19.1KNew |
$1.42M - $1.45M
|
19.1K
$1.48M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
19K+ 149.61% |
$1.41M - $1.44M
|
31.8K
$2.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
18.8K+ 14.3% |
$1.39M - $1.43M
|
150K
$11.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.6K+ 4.51% |
$1.38M - $1.41M
|
430K
$33.3M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
18.6K+ 28.78% |
$1.38M - $1.41M
|
83.1K
$6.42M
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
18.5K+ 11.21% |
$1.37M - $1.41M
|
184K
$14.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.2K+ 2.11% |
$1.34M - $1.38M
|
879K
$68M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
17.8K+ 69.15% |
$1.32M - $1.35M
|
43.6K
$3.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
17.8K+ 12.21% |
$1.32M - $1.35M
|
163K
$12.6M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.8K+ 0.98% |
$1.32M - $1.35M
|
1.84M
$142M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
17.6K+ 42.7% |
$1.3M - $1.33M
|
58.8K
$4.54M
|