Latest Institutional Transactions on Vanguard Bd Index Fd Inc Short (BSV)
This table provides information on the latest institutional transactions involving Vanguard Bd Index Fd Inc Short (BSV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-54- 1.96% |
$4K - $4.1K
|
2.7K
$209K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.25K- 14.91% |
$167K - $171K
|
12.9K
$995K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
45+ 3.03% |
$3.33K - $3.41K
|
1.53K
$118K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-275- 72.75% |
$20.4K - $20.9K
|
103
$7.96K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.34MNew |
$247M - $253M
|
3.34M
$258M
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-92- 28.93% |
$6.81K - $6.98K
|
226
$17.5K
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
425New |
$31.5K - $32.2K
|
425
$32.9K
|
|
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 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7+ 0.14% |
$518 - $531
|
5.03K
$389K
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.8KNew |
$208K - $213K
|
2.8K
$217K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-593K- 4.31% |
$43.9M - $45M
|
13.1M
$1.02B
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
19New |
$1.41K - $1.44K
|
19
$1.47K
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
48.1KNew |
$3.56M - $3.65M
|
48.1K
$3.72M
|
|
Feb 13, 2023
Q4 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
25KNew |
$1.85M - $1.9M
|
25K
$1.94M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
733+ 100.0% |
$54.3K - $55.6K
|
1.47K
$113K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-11.9K- 35.81% |
$881K - $902K
|
21.3K
$1.65M
|
|
Feb 13, 2023
Q4 2022
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-22- 0.11% |
$1.63K - $1.67K
|
19.7K
$1.52M
|
|
Feb 10, 2023
Q4 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
4.42KNew |
$328K - $336K
|
4.42K
$342K
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
29New |
$2.15K - $2.2K
|
29
$2.24K
|
|
Feb 09, 2023
Q4 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
35.5KNew |
$2.63M - $2.69M
|
35.5K
$2.75M
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
7.51KNew |
$556K - $570K
|
7.51K
$581K
|
|
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 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.38K- 32.32% |
$103K - $105K
|
2.9K
$224K
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3+ 20.0% |
$222 - $228
|
18
$1.39K
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.93KNew |
$217K - $222K
|
2.93K
$227K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
177New |
$13.1K - $13.4K
|
177
$13.7K
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.4K- 33.0% |
$104K - $106K
|
2.84K
$219K
|
|
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
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
45New |
$3.33K - $3.41K
|
45
$3.48K
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
36.6KNew |
$2.71M - $2.78M
|
36.6K
$2.83M
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-880- 24.02% |
$65.2K - $66.8K
|
2.78K
$215K
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
16.5KNew |
$1.22M - $1.25M
|
16.5K
$1.27M
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
119K+ 2626.93% |
$8.82M - $9.03M
|
124K
$9.55M
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
399New |
$29.6K - $30.3K
|
399
$30.9K
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-1.25K- 7.1% |
$92.6K - $94.8K
|
16.4K
$1.27M
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
186+ 6200.0% |
$13.8K - $14.1K
|
189
$14.6K
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-45- 1.51% |
$3.33K - $3.41K
|
2.94K
$227K
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6.26K- 12.21% |
$463K - $475K
|
45K
$3.48M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.91K- 1.1% |
$215K - $221K
|
261K
$20.2M
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.72K+ 326.57% |
$127K - $131K
|
2.25K
$174K
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
223New |
$16.5K - $16.9K
|
223
$17.2K
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
62.2KNew |
$4.61M - $4.72M
|
62.2K
$4.81M
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-456- 12.03% |
$33.8K - $34.6K
|
3.33K
$258K
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-93- 10.63% |
$6.89K - $7.06K
|
782
$60.5K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.03KNew |
$76.1K - $77.9K
|
1.03K
$79.4K
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
78.4KNew |
$5.81M - $5.95M
|
78.4K
$6.06M
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-828- 80.23% |
$61.3K - $62.8K
|
204
$15.8K
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
3.28KNew |
$243K - $249K
|
3.28K
$254K
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
3.66KNew |
$271K - $277K
|
3.66K
$283K
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
6.6KNew |
$489K - $500K
|
6.6K
$510K
|