Latest Institutional Purchases of Vanguard Bd Index Fd Inc Short (BSV)
This list provides information on the latest institutional transactions involving Vanguard Bd Index Fd Inc Short (BSV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
210+ 0.13% |
$15.7K - $16.1K
|
160K
$12.4M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
210+ 0.13% |
$15.7K - $16.1K
|
160K
$12.4M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
164New |
$12.2K - $12.6K
|
164
$12.7K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
159+ 387.8% |
$11.9K - $12.2K
|
200
$15.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
131New |
$9.78K - $10.1K
|
131
$10.1K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
129+ 84.31% |
$9.63K - $9.9K
|
282
$21.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
107+ 0.99% |
$7.99K - $8.21K
|
10.9K
$844K
|
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
83+ 0.16% |
$6.2K - $6.37K
|
52.3K
$4.05M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
50New |
$3.73K - $3.84K
|
50
$3.87K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
30New |
$2.24K - $2.3K
|
30
$2.32K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
14New |
$1.05K - $1.07K
|
14
$1.08K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
10+ 0.34% |
$747 - $768
|
3K
$232K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.02% |
$224 - $230
|
12.7K
$981K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$74.7 - $76.8
|
3.72K
$288K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.34MNew |
$247M - $253M
|
3.34M
$259M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
180KNew |
$13.4M - $13.7M
|
180K
$14M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
119K+ 2626.93% |
$8.82M - $9.03M
|
124K
$9.57M
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
78.4KNew |
$5.81M - $5.95M
|
78.4K
$6.07M
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
62.2KNew |
$4.61M - $4.72M
|
62.2K
$4.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
48.1KNew |
$3.56M - $3.65M
|
48.1K
$3.73M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
37.1K+ 893.79% |
$2.75M - $2.82M
|
41.3K
$3.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
36.6KNew |
$2.71M - $2.78M
|
36.6K
$2.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
35.5KNew |
$2.63M - $2.69M
|
35.5K
$2.75M
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
33.2K+ 62.42% |
$2.46M - $2.52M
|
86.5K
$6.7M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
28.5KNew |
$2.11M - $2.16M
|
28.5K
$2.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
25KNew |
$1.85M - $1.9M
|
25K
$1.94M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
19K+ 149.61% |
$1.41M - $1.44M
|
31.8K
$2.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
16.5KNew |
$1.22M - $1.25M
|
16.5K
$1.27M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
7.98K+ 50.35% |
$591K - $605K
|
23.8K
$1.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
7.51KNew |
$556K - $570K
|
7.51K
$582K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.78KNew |
$502K - $514K
|
6.78K
$525K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
6.6KNew |
$489K - $500K
|
6.6K
$511K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
5.65K+ 1.44% |
$418K - $428K
|
398K
$30.9M
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5.54KNew |
$410K - $420K
|
5.54K
$429K
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
5.33K+ 132.53% |
$395K - $404K
|
9.35K
$724K
|
|
|
Feb 10, 2023
Q4 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
4.42KNew |
$328K - $336K
|
4.42K
$343K
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
4.2KNew |
$311K - $319K
|
4.2K
$325K
|
|
|
Jan 17, 2023
Q4 2022
|
Refined Wealth Management
|
BUY
|
- |
3.88K+ 3.72% |
$287K - $294K
|
108K
$8.37M
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
3.66KNew |
$271K - $277K
|
3.66K
$283K
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
3.28KNew |
$243K - $249K
|
3.28K
$254K
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.93KNew |
$217K - $222K
|
2.93K
$227K
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
BUY
|
- |
2.91KNew |
$216K - $221K
|
2.91K
$225K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.8KNew |
$208K - $213K
|
2.8K
$217K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.74KNew |
$203K - $208K
|
2.74K
$212K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.8KNew |
$133K - $137K
|
1.8K
$139K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.72K+ 326.57% |
$127K - $131K
|
2.25K
$174K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.03KNew |
$76.1K - $77.9K
|
1.03K
$79.5K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1KNew |
$74.1K - $75.9K
|
1K
$77.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
733+ 100.0% |
$54.3K - $55.6K
|
1.47K
$114K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
712New |
$52.7K - $54K
|
712
$55.1K
|
|