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 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
7.81K+ 5.9% |
$631K - $640K
|
140K
$10.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
7.68KNew |
$621K - $630K
|
7.68K
$594K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
7.47KNew |
$603K - $612K
|
7.47K
$578K
|
|
|
Jan 28, 2022
Q4 2021
|
Dgs Capital Management, LLC
|
BUY
|
- |
7.05KNew |
$569K - $578K
|
7.05K
$545K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.05K+ 10.7% |
$569K - $578K
|
72.9K
$5.64M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.05K+ 10.7% |
$569K - $578K
|
72.9K
$5.64M
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
7K+ 7.93% |
$566K - $574K
|
95.3K
$7.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
6.99KNew |
$564K - $573K
|
6.99K
$540K
|
|
|
Jan 20, 2022
Q4 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.87KNew |
$555K - $563K
|
6.87K
$531K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
6.82K+ 18.59% |
$551K - $559K
|
43.5K
$3.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
6.77KNew |
$547K - $555K
|
6.77K
$523K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
6.74KNew |
$545K - $553K
|
6.74K
$521K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
6.72K+ 8.8% |
$543K - $551K
|
83.1K
$6.43M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
6.65K+ 14.38% |
$537K - $545K
|
52.9K
$4.09M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
6.65KNew |
$537K - $545K
|
6.65K
$514K
|
|
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
6.52KNew |
$527K - $534K
|
6.52K
$504K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.48K+ 24.1% |
$523K - $531K
|
33.4K
$2.58M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
6.47K+ 8.08% |
$523K - $530K
|
86.5K
$6.69M
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
6.43KNew |
$519K - $527K
|
6.43K
$497K
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
6.33K+ 10.9% |
$512K - $519K
|
64.4K
$4.98M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.33K+ 7.84% |
$511K - $519K
|
87.1K
$6.73M
|
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
6.31KNew |
$509K - $517K
|
6.31K
$488K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6.29KNew |
$508K - $516K
|
6.29K
$486K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.18KNew |
$499K - $507K
|
6.18K
$478K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.15K+ 6.89% |
$497K - $504K
|
95.5K
$7.39M
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
6.15K+ 3.64% |
$496K - $504K
|
175K
$13.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
6.13K+ 34.46% |
$495K - $502K
|
23.9K
$1.85M
|
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
BUY
|
- |
6K+ 5.77% |
$484K - $492K
|
110K
$8.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.89K+ 62.88% |
$476K - $483K
|
15.3K
$1.18M
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
5.78K+ 5.49% |
$467K - $474K
|
111K
$8.58M
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
5.74K+ 15.04% |
$464K - $471K
|
43.9K
$3.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
5.72KNew |
$462K - $469K
|
5.72K
$442K
|
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
5.65K+ 13.16% |
$457K - $464K
|
48.6K
$3.76M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
5.57K+ 17.21% |
$450K - $457K
|
37.9K
$2.93M
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
5.52KNew |
$446K - $452K
|
5.52K
$426K
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
5.49KNew |
$443K - $450K
|
5.49K
$424K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
5.43K+ 1.71% |
$438K - $445K
|
323K
$24.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
5.41KNew |
$437K - $444K
|
5.41K
$419K
|
|
|
Feb 08, 2022
Q4 2021
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.34KNew |
$431K - $437K
|
5.34K
$413K
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5.33K+ 94.52% |
$431K - $437K
|
11K
$849K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
5.26K+ 12.16% |
$424K - $431K
|
48.5K
$3.75M
|
|
|
Jan 13, 2022
Q4 2021
|
Marks Wealth, LLC
|
BUY
|
- |
5.24K+ 4.55% |
$424K - $430K
|
120K
$9.31M
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
5.16KNew |
$417K - $423K
|
5.16K
$399K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.13K+ 110.99% |
$414K - $420K
|
9.75K
$754K
|
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
5.03K+ 22.19% |
$406K - $412K
|
27.7K
$2.14M
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
4.97K+ 42.64% |
$401K - $407K
|
16.6K
$1.28M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.92K+ 29.25% |
$397K - $403K
|
21.7K
$1.68M
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
4.91KNew |
$397K - $403K
|
4.91K
$380K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.91KNew |
$397K - $403K
|
4.91K
$380K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.85K+ 62.19% |
$391K - $397K
|
12.6K
$977K
|