Purchases and Sales Made in Q4 2022 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 2022. 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 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-828- 80.23% |
$61.3K - $62.8K
|
204
$15.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-828- 16.56% |
$61.3K - $62.8K
|
4.17K
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-829- 1.61% |
$61.4K - $62.9K
|
50.7K
$3.92M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-842- 5.57% |
$62.4K - $63.9K
|
14.3K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-852- 1.13% |
$63.1K - $64.6K
|
74.4K
$5.75M
|
|
|
Jan 27, 2023
Q4 2022
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-868- 6.75% |
$64.3K - $65.9K
|
12K
$927K
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-878- 87.71% |
$65K - $66.6K
|
123
$9.51K
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-880- 24.02% |
$65.2K - $66.8K
|
2.78K
$215K
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-884- 7.24% |
$65.5K - $67.1K
|
11.3K
$876K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-898- 17.81% |
$66.5K - $68.1K
|
4.14K
$320K
|
|
|
Jan 26, 2023
Q4 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-900- 14.56% |
$66.7K - $68.3K
|
5.28K
$408K
|
|
|
Feb 02, 2023
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-905- 21.89% |
$67K - $68.7K
|
3.23K
$250K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-911- 6.72% |
$67.5K - $69.1K
|
12.7K
$978K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-918- 97.35% |
$68K - $69.6K
|
25
$1.93K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-924- 7.12% |
$68.4K - $70.1K
|
12K
$931K
|
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-930- 1.74% |
$68.9K - $70.6K
|
52.6K
$4.06M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-940- 22.62% |
$69.6K - $71.3K
|
3.22K
$249K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-949- 13.88% |
$70.3K - $72K
|
5.89K
$455K
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-957- 3.61% |
$70.9K - $72.6K
|
25.5K
$1.97M
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-964- 1.88% |
$71.4K - $73.1K
|
50.3K
$3.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-966- 8.02% |
$71.6K - $73.3K
|
11.1K
$857K
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-975- 19.71% |
$72.2K - $74K
|
3.97K
$307K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.01K- 9.49% |
$74.7K - $76.5K
|
9.62K
$743K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.02K- 5.0% |
$75.4K - $77.2K
|
19.3K
$1.49M
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.02K- 22.39% |
$75.5K - $77.3K
|
3.53K
$273K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.03K- 0.99% |
$76.4K - $78.3K
|
103K
$7.95M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.04K- 8.18% |
$76.8K - $78.7K
|
11.6K
$900K
|
|
|
Jan 24, 2023
Q4 2022
|
Verde Capital Management
|
SELL
|
- |
-1.04K- 12.89% |
$77K - $78.8K
|
7.02K
$543K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.08K- 1.98% |
$80.3K - $82.2K
|
53.5K
$4.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.11K- 3.85% |
$82.1K - $84.1K
|
27.6K
$2.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.11K- 12.92% |
$82.4K - $84.4K
|
7.5K
$580K
|
|
|
Feb 13, 2023
Q4 2022
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-1.12K- 5.65% |
$83K - $85K
|
18.7K
$1.45M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-1.13K- 11.38% |
$83.3K - $85.4K
|
8.76K
$677K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.13K- 12.98% |
$83.3K - $85.4K
|
7.54K
$583K
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 0.83% |
$83.3K - $85.4K
|
134K
$10.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.13K- 0.9% |
$83.9K - $86K
|
125K
$9.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.17K- 22.69% |
$86.7K - $88.8K
|
3.99K
$308K
|
|
|
Feb 03, 2023
Q4 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.19K- 1.88% |
$88.2K - $90.4K
|
62.2K
$4.81M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 11.0% |
$91K - $93.2K
|
9.94K
$768K
|
|
|
Feb 03, 2023
Q4 2022
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-1.23K- 0.34% |
$91.2K - $93.4K
|
360K
$27.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-1.25K- 76.54% |
$92.3K - $94.5K
|
382
$29.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-1.25K- 7.1% |
$92.6K - $94.8K
|
16.4K
$1.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.25K- 19.81% |
$92.8K - $95.1K
|
5.07K
$392K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.25K- 1.2% |
$92.8K - $95.1K
|
103K
$7.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 6.11% |
$94.1K - $96.4K
|
19.5K
$1.51M
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-1.28K- 3.4% |
$94.4K - $96.7K
|
36.3K
$2.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.28K- 30.93% |
$94.9K - $97.2K
|
2.86K
$221K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.3K- 1.13% |
$96.1K - $98.4K
|
114K
$8.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.3K- 18.23% |
$96.3K - $98.6K
|
5.83K
$451K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.32K- 2.19% |
$97.9K - $100K
|
59.1K
$4.57M
|