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 17, 2023
Q4 2022
|
Insight Folios Inc
|
SELL
|
- |
-12.3K- 29.34% |
$908K - $930K
|
29.5K
$2.29M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-12.3K- 12.96% |
$914K - $936K
|
82.9K
$6.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-12.6K- 12.82% |
$935K - $958K
|
85.8K
$6.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Enstar Group LTD
Hamilton, D0 |
SELL
|
- |
-12.7K- 22.64% |
$941K - $964K
|
43.4K
$3.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-12.8K- 83.41% |
$947K - $970K
|
2.54K
$197K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.9K- 24.02% |
$956K - $979K
|
40.8K
$3.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-12.9K- 16.99% |
$956K - $979K
|
63K
$4.89M
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-12.9K- 4.69% |
$956K - $979K
|
262K
$20.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-13K- 38.31% |
$959K - $983K
|
20.9K
$1.62M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.2K- 1.76% |
$977K - $1M
|
737K
$57.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-13.3K- 18.58% |
$981K - $1.01M
|
58.1K
$4.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-13.3K- 40.32% |
$986K - $1.01M
|
19.7K
$1.53M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-13.5K- 44.39% |
$999K - $1.02M
|
16.9K
$1.31M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-13.9K- 22.15% |
$1.03M - $1.05M
|
48.7K
$3.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-14K- 13.77% |
$1.04M - $1.06M
|
87.6K
$6.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-14.1K- 5.18% |
$1.04M - $1.07M
|
258K
$20M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-14.1K- 26.14% |
$1.05M - $1.07M
|
39.9K
$3.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-14.3K- 29.99% |
$1.06M - $1.08M
|
33.3K
$2.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-14.3K- 7.38% |
$1.06M - $1.09M
|
180K
$14M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-14.8K- 27.32% |
$1.1M - $1.12M
|
39.3K
$3.05M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-14.8K- 33.8% |
$1.1M - $1.12M
|
29K
$2.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-14.9K- 77.42% |
$1.1M - $1.13M
|
4.33K
$336K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-15K- 16.22% |
$1.11M - $1.14M
|
77.3K
$6M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-15K- 78.94% |
$1.11M - $1.14M
|
4K
$311K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-15.2K- 10.33% |
$1.12M - $1.15M
|
132K
$10.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
SELL
|
- |
-15.4K- 6.79% |
$1.14M - $1.17M
|
211K
$16.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Fort Henry Capital, LLC
|
SELL
|
- |
-16K- 5.83% |
$1.18M - $1.21M
|
258K
$20M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-16.1K- 20.32% |
$1.19M - $1.22M
|
63.2K
$4.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-16.5K- 52.92% |
$1.22M - $1.25M
|
14.7K
$1.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-16.9K- 31.76% |
$1.25M - $1.29M
|
36.4K
$2.82M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-17.3K- 12.09% |
$1.28M - $1.32M
|
126K
$9.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-17.4K- 68.78% |
$1.29M - $1.32M
|
7.9K
$613K
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
SELL
|
- |
-17.4K- 70.75% |
$1.29M - $1.32M
|
7.21K
$559K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-17.6K- 23.17% |
$1.3M - $1.34M
|
58.4K
$4.53M
|
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-17.6K- 17.63% |
$1.3M - $1.34M
|
82.2K
$6.38M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-18.6K- 8.47% |
$1.37M - $1.41M
|
201K
$15.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-18.8K- 18.69% |
$1.39M - $1.43M
|
81.8K
$6.35M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-19K- 8.93% |
$1.4M - $1.44M
|
193K
$15M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-19.2K- 9.22% |
$1.42M - $1.46M
|
189K
$14.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-19.6K- 68.43% |
$1.45M - $1.49M
|
9.05K
$702K
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-20.1K- 49.75% |
$1.49M - $1.53M
|
20.3K
$1.58M
|
|
|
Jan 20, 2023
Q4 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-20.3K- 8.61% |
$1.5M - $1.54M
|
215K
$16.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-20.3K- 68.55% |
$1.5M - $1.54M
|
9.32K
$723K
|
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
SELL
|
- |
-20.6K- 3.22% |
$1.53M - $1.57M
|
621K
$48.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-20.7K- 50.28% |
$1.53M - $1.57M
|
20.4K
$1.58M
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
SELL
|
- |
-21K- 11.76% |
$1.55M - $1.59M
|
157K
$12.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-21.5K- 40.34% |
$1.59M - $1.63M
|
31.8K
$2.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-22.3K- 60.31% |
$1.65M - $1.69M
|
14.6K
$1.14M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-22.5K- 14.24% |
$1.67M - $1.71M
|
136K
$10.5M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-23.5K- 7.58% |
$1.74M - $1.78M
|
287K
$22.2M
|