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
|
Trust CO Of Virginia
|
BUY
|
- |
3.4KNew |
$275K - $279K
|
3.4K
$264K
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.4KNew |
$274K - $279K
|
3.4K
$264K
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.35K+ 97.55% |
$270K - $274K
|
6.77K
$526K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.32K+ 91.19% |
$269K - $273K
|
6.97K
$541K
|
|
May 20, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3.32KNew |
$268K - $272K
|
3.32K
$257K
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.32K+ 3.4% |
$268K - $272K
|
101K
$7.82M
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.3KNew |
$266K - $270K
|
3.3K
$256K
|
|
Jan 20, 2022
Q4 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
3.22KNew |
$260K - $264K
|
3.22K
$250K
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.22KNew |
$260K - $264K
|
3.22K
$249K
|
|
Jan 13, 2022
Q4 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
3.21KNew |
$259K - $263K
|
3.21K
$249K
|
|
Jan 26, 2022
Q4 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
3.19K+ 1.89% |
$258K - $262K
|
172K
$13.4M
|
|
Feb 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
BUY
|
- |
3.14KNew |
$254K - $257K
|
3.14K
$244K
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
3.13KNew |
$253K - $257K
|
3.13K
$243K
|
|
Jan 28, 2022
Q4 2021
|
Davidson Investment Advisors
|
BUY
|
- |
3.11KNew |
$251K - $255K
|
3.11K
$241K
|
|
Feb 14, 2022
Q4 2021
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
3.08K+ 7.49% |
$248K - $252K
|
44.1K
$3.43M
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.07K+ 18.16% |
$248K - $252K
|
20K
$1.55M
|
|
Jan 18, 2022
Q4 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
3.04K+ 29.65% |
$246K - $250K
|
13.3K
$1.03M
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.02KNew |
$244K - $248K
|
3.02K
$235K
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
3.02KNew |
$244K - $247K
|
3.02K
$234K
|
|
Jun 08, 2022
Q4 2021
|
Presidio Capital Management, LLC
|
BUY
|
- |
3KNew |
$242K - $246K
|
3K
$233K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.99K+ 5.03% |
$242K - $245K
|
62.5K
$4.85M
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.99KNew |
$241K - $245K
|
2.99K
$232K
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.93KNew |
$237K - $240K
|
2.93K
$228K
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.92KNew |
$236K - $239K
|
2.92K
$227K
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.92KNew |
$236K - $239K
|
2.92K
$227K
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.9K+ 23.38% |
$234K - $238K
|
15.3K
$1.19M
|
|
May 10, 2022
Q4 2021
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.9KNew |
$234K - $237K
|
2.9K
$225K
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.88K+ 45.81% |
$233K - $236K
|
9.16K
$711K
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.87KNew |
$232K - $235K
|
2.87K
$223K
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.87K+ 98.62% |
$232K - $235K
|
5.78K
$448K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
2.84K+ 111.22% |
$229K - $232K
|
5.39K
$418K
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
2.82K+ 3.88% |
$227K - $231K
|
75.4K
$5.85M
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
2.81KNew |
$227K - $230K
|
2.81K
$218K
|
|
Jan 28, 2022
Q4 2021
|
New Capital Management LP
|
BUY
|
- |
2.8K+ 4.04% |
$226K - $230K
|
72.1K
$5.59M
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
2.78KNew |
$225K - $228K
|
2.78K
$216K
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.74K+ 14.87% |
$221K - $224K
|
21.1K
$1.64M
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
2.71K+ 3.19% |
$219K - $222K
|
87.5K
$6.79M
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.7KNew |
$218K - $221K
|
2.7K
$210K
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.7KNew |
$218K - $221K
|
2.7K
$209K
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.67KNew |
$216K - $219K
|
2.67K
$207K
|
|
Feb 01, 2022
Q4 2021
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.67KNew |
$216K - $219K
|
2.67K
$207K
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
2.65K+ 6.12% |
$214K - $217K
|
46K
$3.57M
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.63KNew |
$212K - $216K
|
2.63K
$204K
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.63K+ 5.33% |
$212K - $215K
|
51.9K
$4.03M
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
2.61K+ 2.43% |
$211K - $214K
|
110K
$8.57M
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.61K+ 5.73% |
$211K - $214K
|
48.1K
$3.73M
|
|
Jan 25, 2022
Q4 2021
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.6KNew |
$210K - $213K
|
2.6K
$202K
|
|
Feb 14, 2022
Q4 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.6KNew |
$210K - $213K
|
2.6K
$202K
|
|
Jan 20, 2022
Q4 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.58K+ 3.2% |
$209K - $212K
|
83.3K
$6.46M
|
|
Jan 18, 2022
Q4 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
2.57KNew |
$208K - $211K
|
2.57K
$199K
|