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 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-3.6KClosed |
$290K - $295K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.75K- 57.21% |
$303K - $307K
|
2.81K
$217K
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.8K- 49.4% |
$307K - $311K
|
3.89K
$301K
|
|
Feb 01, 2022
Q4 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-3.8K- 1.09% |
$307K - $312K
|
346K
$26.7M
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
SELL
|
- |
-3.81K- 8.36% |
$308K - $313K
|
41.8K
$3.23M
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.82K- 48.18% |
$308K - $313K
|
4.1K
$317K
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.82KClosed |
$309K - $313K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-3.84K- 19.18% |
$310K - $315K
|
16.2K
$1.25M
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-3.92K- 40.92% |
$317K - $321K
|
5.66K
$438K
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-3.92K- 1.5% |
$317K - $322K
|
258K
$20M
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.97K- 35.83% |
$320K - $325K
|
7.11K
$549K
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-3.98K- 49.91% |
$322K - $327K
|
4K
$309K
|
|
Feb 10, 2022
Q4 2021
|
Roof Eidam & Maycock
|
SELL
|
- |
-4.17K- 4.18% |
$337K - $342K
|
95.5K
$7.38M
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-4.17KClosed |
$337K - $342K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-4.17K- 3.92% |
$337K - $342K
|
102K
$7.91M
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-4.25KClosed |
$343K - $348K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-4.29KClosed |
$347K - $352K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-4.37KClosed |
$353K - $358K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-4.5K- 10.84% |
$364K - $369K
|
37K
$2.86M
|
|
Feb 14, 2022
Q4 2021
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-4.51KClosed |
$365K - $370K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-4.67K- 5.01% |
$377K - $383K
|
88.4K
$6.84M
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-4.76K- 64.59% |
$384K - $390K
|
2.61K
$202K
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4.78K- 19.12% |
$386K - $392K
|
20.2K
$1.56M
|
|
Feb 15, 2022
Q4 2021
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-4.84KClosed |
$391K - $397K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4.92K- 10.78% |
$397K - $403K
|
40.7K
$3.14M
|
|
Jan 18, 2022
Q4 2021
|
Applied Capital LLC
|
SELL
|
- |
-4.94K- 12.13% |
$399K - $405K
|
35.8K
$2.77M
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.99K- 1.92% |
$403K - $409K
|
255K
$19.7M
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-5K- 2.05% |
$404K - $410K
|
239K
$18.5M
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.06K- 53.16% |
$409K - $415K
|
4.46K
$345K
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-5.08K- 7.94% |
$410K - $416K
|
58.9K
$4.55M
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.09K- 0.51% |
$411K - $417K
|
999K
$77.2M
|
|
Feb 14, 2022
Q4 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-5.12KClosed |
$413K - $419K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
SELL
|
- |
-5.21K- 29.71% |
$421K - $427K
|
12.3K
$953K
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-5.23K- 5.68% |
$422K - $429K
|
86.9K
$6.72M
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-5.24KClosed |
$423K - $429K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-5.24K- 44.79% |
$423K - $429K
|
6.46K
$499K
|
|
Jan 12, 2022
Q4 2021
|
Eagle Capital Management, LLC
|
SELL
|
- |
-5.29K- 4.63% |
$427K - $433K
|
109K
$8.42M
|
|
Jan 26, 2022
Q4 2021
|
Capital City Trust CO
|
SELL
|
- |
-5.33K- 31.76% |
$430K - $437K
|
11.4K
$885K
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-5.35K- 39.94% |
$432K - $439K
|
8.05K
$622K
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-5.38K- 6.74% |
$435K - $441K
|
74.4K
$5.75M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.39K- 3.14% |
$435K - $442K
|
166K
$12.9M
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-5.49K- 52.61% |
$443K - $450K
|
4.94K
$382K
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-5.56KClosed |
$449K - $456K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-5.58K- 19.4% |
$450K - $457K
|
23.2K
$1.79M
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-5.63K- 27.6% |
$455K - $462K
|
14.8K
$1.14M
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-5.7K- 42.52% |
$461K - $468K
|
7.71K
$596K
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.72KClosed |
$462K - $469K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.78K- 10.15% |
$467K - $474K
|
51.2K
$3.96M
|
|
Feb 09, 2022
Q4 2021
|
Requisite Capital Management, LLC
|
SELL
|
- |
-5.93K- 11.67% |
$479K - $486K
|
44.9K
$3.47M
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-5.96KClosed |
$481K - $489K
|
0
$0
|