Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-338- 11.2% |
$25.2K - $26.2K
|
2.68K
$206K
|
|
Oct 06, 2022
Q3 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-341- 7.61% |
$25.4K - $26.4K
|
4.14K
$319K
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-342- 0.99% |
$25.5K - $26.5K
|
34.1K
$2.63M
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-350- 0.72% |
$26.1K - $27.1K
|
48.3K
$3.73M
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-363- 23.83% |
$27.1K - $28.1K
|
1.16K
$89.4K
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-364- 5.73% |
$27.1K - $28.2K
|
5.99K
$462K
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-372- 8.22% |
$27.7K - $28.8K
|
4.16K
$320K
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-374- 9.57% |
$27.9K - $29K
|
3.53K
$272K
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-391- 5.57% |
$29.1K - $30.3K
|
6.63K
$511K
|
|
Oct 27, 2022
Q3 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-393- 3.47% |
$29.3K - $30.4K
|
10.9K
$842K
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-412- 3.56% |
$30.7K - $31.9K
|
11.2K
$861K
|
|
Oct 09, 2024
Q3 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-445- 0.08% |
$33.2K - $34.5K
|
579K
$44.6M
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-462- 3.09% |
$34.4K - $35.8K
|
14.5K
$1.12M
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-468- 5.87% |
$34.9K - $36.3K
|
7.51K
$579K
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-473- 0.88% |
$35.2K - $36.6K
|
53.1K
$4.09M
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-474- 7.8% |
$35.3K - $36.7K
|
5.6K
$432K
|
|
Nov 07, 2022
Q3 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-479- 9.75% |
$35.7K - $37.1K
|
4.43K
$342K
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-480- 4.74% |
$35.8K - $37.2K
|
9.65K
$744K
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-481- 0.58% |
$35.8K - $37.3K
|
82.7K
$6.38M
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-495- 0.76% |
$36.9K - $38.3K
|
64.6K
$4.98M
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-496- 2.65% |
$37K - $38.4K
|
18.2K
$1.4M
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-500- 4.51% |
$37.3K - $38.7K
|
10.6K
$817K
|
|
Nov 14, 2022
Q3 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-509- 1.91% |
$37.9K - $39.4K
|
26.1K
$2.01M
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-512- 0.85% |
$38.2K - $39.7K
|
59.9K
$4.61M
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-519- 5.55% |
$38.7K - $40.2K
|
8.84K
$681K
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
SELL
|
- |
-522- 7.07% |
$38.9K - $40.4K
|
6.87K
$529K
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-526- 3.73% |
$39.2K - $40.7K
|
13.6K
$1.05M
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-550- 44.0% |
$41K - $42.6K
|
700
$53.9K
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-573- 9.43% |
$42.7K - $44.4K
|
5.5K
$424K
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-583- 3.08% |
$43.4K - $45.2K
|
18.3K
$1.41M
|
|
Oct 21, 2022
Q3 2022
|
Ht Partners LLC
|
SELL
|
- |
-587- 1.98% |
$43.7K - $45.5K
|
29.1K
$2.24M
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-590Closed |
$44K - $45.7K
|
0
$0
|
|
Oct 13, 2022
Q3 2022
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-600- 38.1% |
$44.7K - $46.5K
|
975
$75.1K
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-617- 8.24% |
$46K - $47.8K
|
6.87K
$530K
|
|
Nov 15, 2022
Q3 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-623- 10.63% |
$46.4K - $48.3K
|
5.24K
$404K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-631- 0.67% |
$47K - $48.9K
|
93K
$7.17M
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-670- 12.52% |
$49.9K - $51.9K
|
4.68K
$361K
|
|
Oct 31, 2022
Q3 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-715- 0.51% |
$53.3K - $55.4K
|
139K
$10.7M
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-727- 1.86% |
$54.2K - $56.3K
|
38.3K
$2.95M
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-737- 3.3% |
$54.9K - $57.1K
|
21.6K
$1.67M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-738- 1.9% |
$55K - $57.2K
|
38.2K
$2.94M
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-745- 12.63% |
$55.5K - $57.7K
|
5.15K
$397K
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-764- 25.64% |
$56.9K - $59.2K
|
2.22K
$171K
|
|
Oct 13, 2022
Q3 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-786- 6.26% |
$58.6K - $60.9K
|
11.8K
$907K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-788- 3.46% |
$58.7K - $61K
|
22K
$1.69M
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-817- 16.99% |
$60.9K - $63.3K
|
3.99K
$308K
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-857- 3.96% |
$63.9K - $66.4K
|
20.8K
$1.6M
|
|
Nov 04, 2022
Q3 2022
|
Ti Trust, Inc
|
SELL
|
- |
-859- 1.88% |
$64K - $66.5K
|
44.8K
$3.45M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-864- 14.64% |
$64.4K - $66.9K
|
5.04K
$388K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-865- 3.3% |
$64.5K - $67K
|
25.3K
$1.95M
|