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 |
---|---|---|---|---|---|---|---|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-522- 13.87% |
$42.2K - $42.8K
|
3.24K
$252K
|
|
Feb 04, 2022
Q4 2021
|
Delta Financial Advisors LLC
|
SELL
|
- |
-535- 4.33% |
$43.2K - $43.9K
|
11.8K
$918K
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-545- 0.95% |
$44K - $44.7K
|
56.6K
$4.39M
|
|
Jan 18, 2022
Q4 2021
|
Capital Square, LLC
|
SELL
|
- |
-556- 1.62% |
$44.9K - $45.6K
|
33.7K
$2.62M
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-560- 3.77% |
$45.2K - $45.9K
|
14.3K
$1.11M
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-564- 3.54% |
$45.6K - $46.2K
|
15.4K
$1.19M
|
|
Feb 09, 2022
Q4 2021
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-565- 5.3% |
$45.6K - $46.3K
|
10.1K
$784K
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-566- 2.68% |
$45.7K - $46.4K
|
20.6K
$1.6M
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-613- 48.31% |
$49.5K - $50.3K
|
656
$50.9K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-624Closed |
$50.4K - $51.2K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Alamar Capital Management, LLC
|
SELL
|
- |
-625- 9.07% |
$50.5K - $51.2K
|
6.27K
$486K
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-625- 12.5% |
$50.5K - $51.2K
|
4.38K
$340K
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-638- 5.22% |
$51.5K - $52.3K
|
11.6K
$899K
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-639- 0.27% |
$51.6K - $52.4K
|
235K
$18.3M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-643- 0.55% |
$51.9K - $52.7K
|
116K
$9.03M
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-644- 13.84% |
$52K - $52.8K
|
4.01K
$311K
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-648- 11.26% |
$52.3K - $53.1K
|
5.11K
$396K
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-688- 4.4% |
$55.6K - $56.4K
|
14.9K
$1.16M
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-700Closed |
$56.5K - $57.4K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-704- 1.51% |
$56.9K - $57.7K
|
45.9K
$3.56M
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-704- 3.82% |
$56.9K - $57.7K
|
17.7K
$1.38M
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-715- 11.76% |
$57.8K - $58.6K
|
5.37K
$416K
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-727- 1.86% |
$58.7K - $59.6K
|
38.5K
$2.98M
|
|
Jan 20, 2022
Q4 2021
|
Moller Financial Services
|
SELL
|
- |
-756- 13.03% |
$61.1K - $62K
|
5.05K
$391K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-772- 0.89% |
$62.4K - $63.3K
|
86K
$6.67M
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-778- 5.21% |
$62.8K - $63.8K
|
14.2K
$1.1M
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-781- 2.01% |
$63.1K - $64K
|
38K
$2.95M
|
|
Feb 10, 2022
Q4 2021
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-790- 7.83% |
$63.8K - $64.8K
|
9.3K
$722K
|
|
Jan 19, 2022
Q4 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-800- 87.34% |
$64.6K - $65.6K
|
116
$9K
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-810- 1.99% |
$65.4K - $66.4K
|
39.8K
$3.09M
|
|
Feb 15, 2022
Q4 2021
|
Maple Capital Management, Inc.
|
SELL
|
- |
-819- 13.91% |
$66.2K - $67.1K
|
5.07K
$393K
|
|
Jan 27, 2022
Q4 2021
|
Cumberland Advisors Inc
|
SELL
|
- |
-830- 18.86% |
$67K - $68K
|
3.57K
$277K
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-860- 0.96% |
$69.5K - $70.5K
|
88.8K
$6.89M
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-864- 3.43% |
$69.8K - $70.8K
|
24.3K
$1.89M
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
SELL
|
- |
-892- 23.52% |
$72.1K - $73.1K
|
2.9K
$225K
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-903- 3.32% |
$72.9K - $74K
|
26.3K
$2.04M
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-905- 18.12% |
$73.1K - $74.2K
|
4.09K
$317K
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-974- 24.06% |
$78.7K - $79.8K
|
3.08K
$239K
|
|
Jan 31, 2022
Q4 2021
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-982- 0.91% |
$79.3K - $80.5K
|
107K
$8.3M
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.02K- 15.02% |
$82K - $83.2K
|
5.74K
$446K
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.04K- 12.89% |
$84K - $85.3K
|
7.03K
$546K
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.05K- 28.55% |
$85.1K - $86.4K
|
2.64K
$205K
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.09KClosed |
$87.6K - $88.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.09K- 38.04% |
$87.9K - $89.2K
|
1.77K
$138K
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.1K- 8.92% |
$88.5K - $89.8K
|
11.2K
$868K
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
SELL
|
- |
-1.1K- 0.67% |
$88.8K - $90.1K
|
164K
$12.7M
|
|
Feb 07, 2022
Q4 2021
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 1.96% |
$89K - $90.3K
|
55.1K
$4.27M
|
|
Jan 26, 2022
Q4 2021
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-1.13K- 2.41% |
$91.4K - $92.7K
|
45.8K
$3.55M
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
SELL
|
- |
-1.17K- 4.91% |
$94.3K - $95.7K
|
22.6K
$1.75M
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.19K- 1.94% |
$95.9K - $97.3K
|
60.1K
$4.67M
|