Purchases and Sales Made in Q4 2021 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 2021. 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 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
1.48K+ 1.68% |
$119K - $121K
|
89.4K
$6.94M
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
1.47K+ 11.32% |
$119K - $120K
|
14.5K
$1.12M
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.45K+ 43.17% |
$117K - $118K
|
4.79K
$372K
|
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
1.44KNew |
$116K - $118K
|
1.44K
$112K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
1.44KNew |
$116K - $118K
|
1.44K
$112K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.44KNew |
$116K - $118K
|
1.44K
$112K
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.37K+ 45.0% |
$110K - $112K
|
4.41K
$342K
|
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
BUY
|
- |
1.37K+ 0.55% |
$110K - $112K
|
251K
$19.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.36K+ 36.56% |
$110K - $111K
|
5.08K
$394K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.36KNew |
$109K - $111K
|
1.36K
$105K
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
1.33K+ 6.1% |
$108K - $109K
|
23.2K
$1.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.33K+ 58.61% |
$107K - $109K
|
3.59K
$279K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
1.33K+ 5.48% |
$107K - $109K
|
25.6K
$1.98M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.31K+ 40.58% |
$106K - $108K
|
4.55K
$353K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.28K+ 2.94% |
$103K - $105K
|
44.6K
$3.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.27K+ 3.86% |
$102K - $104K
|
34.1K
$2.64M
|
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
1.22K+ 17.0% |
$98.1K - $99.6K
|
8.36K
$649K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.21K+ 275.57% |
$97.5K - $98.9K
|
1.65K
$128K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.19K+ 2.79% |
$96.5K - $97.9K
|
44K
$3.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.14K+ 24.77% |
$92.1K - $93.5K
|
5.74K
$446K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.14K+ 6.54% |
$91.9K - $93.3K
|
18.5K
$1.44M
|
|
|
Feb 10, 2022
Q4 2021
|
Allen Investment Management LLC
|
BUY
|
- |
1.11K+ 0.99% |
$89.5K - $90.8K
|
113K
$8.76M
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
1.09K+ 2.99% |
$88.4K - $89.7K
|
37.6K
$2.92M
|
|
|
Jan 26, 2022
Q4 2021
|
Safir Wealth Advisors, LLC
|
BUY
|
- |
1.09K+ 0.6% |
$87.8K - $89.1K
|
182K
$14.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.08KNew |
$86.8K - $88.1K
|
1.08K
$83.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
1.07K+ 52.48% |
$86.4K - $87.6K
|
3.11K
$241K
|
|
|
Jan 27, 2022
Q4 2021
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
1.02K+ 39.08% |
$82.1K - $83.3K
|
3.62K
$281K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
1.01K+ 8.28% |
$81.2K - $82.4K
|
13.1K
$1.02M
|
|
|
Jan 20, 2022
Q4 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
1K+ 15.15% |
$80.8K - $82K
|
7.6K
$590K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
1KNew |
$80.8K - $82K
|
1K
$77.6K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
948+ 23.4% |
$76.6K - $77.7K
|
5K
$388K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
920+ 6.71% |
$74.3K - $75.4K
|
14.6K
$1.13M
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
918+ 8.84% |
$74.2K - $75.3K
|
11.3K
$878K
|
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
BUY
|
- |
912+ 29.48% |
$73.7K - $74.8K
|
4.01K
$311K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
901New |
$72.8K - $73.9K
|
901
$69.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
897New |
$72.5K - $73.5K
|
897
$69.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
843+ 9.04% |
$68.1K - $69.1K
|
10.2K
$789K
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
828+ 16.11% |
$66.9K - $67.9K
|
5.97K
$463K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
812+ 0.91% |
$65.6K - $66.6K
|
89.8K
$6.97M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
811+ 3.22% |
$65.5K - $66.5K
|
26K
$2.02M
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
805+ 12.91% |
$65K - $66K
|
7.04K
$546K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
805+ 12.91% |
$65K - $66K
|
7.04K
$546K
|
|
|
Jan 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
BUY
|
- |
793+ 1.7% |
$64.1K - $65K
|
47.4K
$3.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
783+ 34.97% |
$63.3K - $64.2K
|
3.02K
$235K
|
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
759+ 16.8% |
$61.3K - $62.2K
|
5.28K
$409K
|
|
|
Feb 10, 2022
Q4 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
750+ 12.91% |
$60.6K - $61.5K
|
6.56K
$509K
|
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
BUY
|
- |
708+ 2.3% |
$57.2K - $58K
|
31.5K
$2.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
701+ 21.91% |
$56.6K - $57.5K
|
3.9K
$303K
|
|
|
Feb 07, 2022
Q4 2021
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
700+ 1.23% |
$56.5K - $57.4K
|
57.5K
$4.46M
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
700+ 186.67% |
$56.5K - $57.4K
|
1.08K
$83.4K
|