Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-16.7KClosed |
$1.27M - $1.3M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-16.8K- 49.94% |
$1.27M - $1.31M
|
16.9K
$1.31M
|
|
Aug 12, 2022
Q2 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-17.2K- 14.64% |
$1.3M - $1.34M
|
100K
$7.75M
|
|
Jul 13, 2022
Q2 2022
|
Jentner Corp
|
SELL
|
- |
-17.5K- 2.62% |
$1.33M - $1.36M
|
653K
$50.5M
|
|
Aug 12, 2022
Q2 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-17.9K- 59.53% |
$1.35M - $1.39M
|
12.1K
$938K
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-18KClosed |
$1.36M - $1.4M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-18.6K- 7.18% |
$1.41M - $1.45M
|
241K
$18.6M
|
|
Jul 14, 2022
Q2 2022
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-18.9K- 5.33% |
$1.43M - $1.47M
|
335K
$25.9M
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-19K- 68.95% |
$1.43M - $1.47M
|
8.54K
$660K
|
|
Aug 11, 2022
Q2 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-19.2K- 10.89% |
$1.46M - $1.5M
|
158K
$12.2M
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-19.5KClosed |
$1.48M - $1.52M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-19.5K- 52.24% |
$1.48M - $1.52M
|
17.9K
$1.38M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-19.6K- 0.6% |
$1.48M - $1.52M
|
3.27M
$253M
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-19.9K- 8.7% |
$1.5M - $1.54M
|
208K
$16.1M
|
|
Jul 27, 2022
Q2 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-20.2K- 10.73% |
$1.53M - $1.57M
|
168K
$13M
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-20.8KClosed |
$1.58M - $1.62M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-21.1KClosed |
$1.6M - $1.64M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-21.5K- 26.61% |
$1.63M - $1.67M
|
59.2K
$4.58M
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-21.6K- 12.87% |
$1.63M - $1.68M
|
146K
$11.3M
|
|
Jul 22, 2022
Q2 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-21.6KClosed |
$1.64M - $1.68M
|
0
$0
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-22.8K- 17.31% |
$1.72M - $1.77M
|
109K
$8.42M
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-22.9K- 5.0% |
$1.73M - $1.78M
|
435K
$33.6M
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-23.1K- 18.99% |
$1.75M - $1.79M
|
98.4K
$7.61M
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-23.5K- 80.62% |
$1.78M - $1.83M
|
5.65K
$437K
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-23.6K- 15.72% |
$1.79M - $1.83M
|
126K
$9.78M
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-23.8K- 17.32% |
$1.8M - $1.85M
|
114K
$8.78M
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-23.8KClosed |
$1.8M - $1.85M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Planning Directions Inc
|
SELL
|
- |
-24.1K- 5.81% |
$1.82M - $1.87M
|
390K
$30.2M
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
SELL
|
- |
-24.1K- 60.69% |
$1.82M - $1.87M
|
15.6K
$1.21M
|
|
Aug 02, 2022
Q2 2022
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-24.8K- 13.88% |
$1.88M - $1.93M
|
154K
$11.9M
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-25.8K- 5.13% |
$1.95M - $2.01M
|
477K
$36.9M
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-26.1KClosed |
$1.98M - $2.03M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-26.3K- 3.24% |
$1.99M - $2.05M
|
787K
$60.8M
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-26.5K- 40.35% |
$2M - $2.06M
|
39.2K
$3.03M
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-26.7K- 71.94% |
$2.02M - $2.08M
|
10.4K
$805K
|
|
Aug 16, 2022
Q2 2022
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-26.8K- 34.38% |
$2.03M - $2.08M
|
51.1K
$3.95M
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-27.9K- 61.27% |
$2.11M - $2.17M
|
17.6K
$1.36M
|
|
Jul 21, 2022
Q2 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-28.3K- 10.76% |
$2.14M - $2.2M
|
235K
$18.1M
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-28.3K- 33.95% |
$2.14M - $2.2M
|
55K
$4.26M
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-28.6K- 18.23% |
$2.16M - $2.22M
|
128K
$9.92M
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-28.8K- 7.18% |
$2.18M - $2.24M
|
372K
$28.8M
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-29.4K- 13.28% |
$2.22M - $2.28M
|
192K
$14.8M
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-29.8KClosed |
$2.26M - $2.32M
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-29.9K- 31.37% |
$2.26M - $2.32M
|
65.4K
$5.06M
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-31.1K- 41.61% |
$2.35M - $2.42M
|
43.7K
$3.38M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-32.2K- 2.44% |
$2.44M - $2.5M
|
1.29M
$99.4M
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-32.5K- 16.35% |
$2.46M - $2.52M
|
166K
$12.8M
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-32.5K- 3.99% |
$2.46M - $2.53M
|
781K
$60.4M
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-32.5K- 54.14% |
$2.46M - $2.53M
|
27.5K
$2.13M
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-34K- 3.74% |
$2.57M - $2.64M
|
874K
$67.6M
|