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 31, 2022
Q4 2021
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
655+ 6.87% |
$52.9K - $53.7K
|
10.2K
$790K
|
|
|
Jan 27, 2022
Q4 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
653+ 19.31% |
$52.7K - $53.5K
|
4.03K
$313K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
648+ 1.76% |
$52.3K - $53.1K
|
37.5K
$2.91M
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
626+ 62.29% |
$50.6K - $51.3K
|
1.63K
$127K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
620+ 0.41% |
$50.1K - $50.8K
|
153K
$11.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
602+ 2.13% |
$48.6K - $49.4K
|
28.9K
$2.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
591+ 9.17% |
$47.7K - $48.5K
|
7.03K
$546K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
576+ 2.12% |
$46.5K - $47.2K
|
27.8K
$2.16M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
575+ 12.67% |
$46.4K - $47.1K
|
5.12K
$397K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
573+ 0.42% |
$46.3K - $47K
|
138K
$10.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
553+ 9.45% |
$44.7K - $45.3K
|
6.4K
$497K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
548+ 3.08% |
$44.3K - $44.9K
|
18.3K
$1.42M
|
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
547New |
$44.2K - $44.8K
|
547
$42.4K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
525New |
$42.4K - $43K
|
525
$40.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
514+ 35.69% |
$41.5K - $42.1K
|
1.95K
$152K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
509+ 2.8% |
$41.1K - $41.7K
|
18.7K
$1.45M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
498+ 8.47% |
$40.2K - $40.8K
|
6.38K
$495K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
493+ 1.41% |
$39.8K - $40.4K
|
35.4K
$2.75M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
472+ 10.27% |
$38.1K - $38.7K
|
5.07K
$393K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
467+ 2.01% |
$37.7K - $38.3K
|
23.7K
$1.84M
|
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
462+ 6.48% |
$37.3K - $37.9K
|
7.6K
$589K
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
BUY
|
- |
462+ 4.63% |
$37.3K - $37.9K
|
10.5K
$811K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
459New |
$37.1K - $37.6K
|
459
$35.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
450+ 0.77% |
$36.4K - $36.9K
|
59.2K
$4.6M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
442+ 2.41% |
$35.7K - $36.2K
|
18.8K
$1.46M
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
441+ 8.3% |
$35.6K - $36.2K
|
5.75K
$446K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
430New |
$34.7K - $35.3K
|
430
$33.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
427+ 6.17% |
$34.5K - $35K
|
7.34K
$570K
|
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
405+ 9.93% |
$32.7K - $33.2K
|
4.49K
$348K
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
BUY
|
- |
385+ 146.39% |
$31.1K - $31.6K
|
648
$50.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
371+ 1.89% |
$30K - $30.4K
|
20K
$1.55M
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
352+ 9.73% |
$28.4K - $28.9K
|
3.97K
$308K
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
346+ 11.6% |
$27.9K - $28.4K
|
3.33K
$258K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
346+ 1.02% |
$27.9K - $28.4K
|
34.2K
$2.66M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
328New |
$26.5K - $26.9K
|
328
$25.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
327+ 1.2% |
$26.4K - $26.8K
|
27.5K
$2.13M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
327+ 1.2% |
$26.4K - $26.8K
|
27.5K
$2.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
315New |
$25.4K - $25.8K
|
315
$24.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
310+ 0.56% |
$25K - $25.4K
|
55.6K
$4.31M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
310New |
$25K - $25.4K
|
310
$24.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
309+ 2.98% |
$25K - $25.3K
|
10.7K
$828K
|
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
BUY
|
- |
309+ 7.47% |
$25K - $25.3K
|
4.44K
$345K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
307+ 1.49% |
$24.8K - $25.2K
|
20.9K
$1.62M
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
305+ 1.83% |
$24.6K - $25K
|
16.9K
$1.31M
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
BUY
|
- |
303+ 0.45% |
$24.5K - $24.8K
|
67.6K
$5.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
298+ 1.5% |
$24.1K - $24.4K
|
20.2K
$1.57M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
294New |
$23.7K - $24.1K
|
294
$22.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
281+ 6.29% |
$22.7K - $23K
|
4.75K
$369K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
271+ 1.11% |
$21.9K - $22.2K
|
24.8K
$1.92M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
271New |
$21.9K - $22.2K
|
271
$21K
|