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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
93.7KNew |
$6.94M - $7.11M
|
93.7K
$7.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
91.8K+ 41.66% |
$6.8M - $6.97M
|
312K
$24.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
91.4KNew |
$6.77M - $6.93M
|
91.4K
$7.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
91KNew |
$6.74M - $6.91M
|
91K
$7.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
90.4K+ 130.41% |
$6.69M - $6.86M
|
160K
$12.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
86.5K+ 190.85% |
$6.41M - $6.56M
|
132K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
84.8K+ 52.63% |
$6.28M - $6.43M
|
246K
$19.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
82.7K+ 25.47% |
$6.13M - $6.28M
|
408K
$31.6M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
BUY
|
- |
81.4K+ 101.69% |
$6.03M - $6.18M
|
161K
$12.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
80.1KNew |
$5.93M - $6.08M
|
80.1K
$6.21M
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
78.4KNew |
$5.81M - $5.95M
|
78.4K
$6.08M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
77.4K+ 144.01% |
$5.73M - $5.87M
|
131K
$10.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
73.2K+ 1699.84% |
$5.43M - $5.56M
|
77.6K
$6.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
72.6KNew |
$5.38M - $5.51M
|
72.6K
$5.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
BUY
|
- |
72KNew |
$5.33M - $5.46M
|
72K
$5.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
71.7KNew |
$5.31M - $5.44M
|
71.7K
$5.56M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
71.4KNew |
$5.29M - $5.42M
|
71.4K
$5.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
67.7KNew |
$5.01M - $5.14M
|
67.7K
$5.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
67.6K+ 53.56% |
$5.01M - $5.13M
|
194K
$15M
|
|
|
Feb 14, 2023
Q4 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
66.1K+ 18.64% |
$4.89M - $5.01M
|
420K
$32.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
65.2K+ 18.69% |
$4.83M - $4.94M
|
414K
$32.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
64.6KNew |
$4.79M - $4.9M
|
64.6K
$5.02M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
64.6K+ 11.23% |
$4.78M - $4.9M
|
639K
$49.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
63.7KNew |
$4.72M - $4.83M
|
63.7K
$4.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
62.5K+ 9.64% |
$4.63M - $4.74M
|
712K
$55.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
62.2KNew |
$4.61M - $4.72M
|
62.2K
$4.83M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
61.5KNew |
$4.56M - $4.67M
|
61.5K
$4.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
59.5K+ 691.2% |
$4.41M - $4.51M
|
68.1K
$5.28M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
58.9K+ 9.32% |
$4.36M - $4.47M
|
691K
$53.6M
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
58.6K+ 74.48% |
$4.34M - $4.45M
|
137K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
57.6KNew |
$4.26M - $4.37M
|
57.6K
$4.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
56K+ 4.41% |
$4.15M - $4.25M
|
1.33M
$103M
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
52.3K+ 8.35% |
$3.87M - $3.97M
|
678K
$52.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
51.7K+ 7.48% |
$3.83M - $3.92M
|
743K
$57.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
49.9K+ 22.72% |
$3.7M - $3.78M
|
269K
$20.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
49.6K+ 33.96% |
$3.67M - $3.76M
|
196K
$15.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
49.4KNew |
$3.66M - $3.74M
|
49.4K
$3.83M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
49.3K+ 27.11% |
$3.65M - $3.74M
|
231K
$17.9M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
49.1K+ 5.5% |
$3.63M - $3.72M
|
942K
$73.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
48.1KNew |
$3.56M - $3.65M
|
48.1K
$3.73M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
48KNew |
$3.55M - $3.64M
|
48K
$3.72M
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
47.8K+ 9.63% |
$3.54M - $3.63M
|
545K
$42.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
46.6K+ 8.75% |
$3.45M - $3.54M
|
580K
$45M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
46.4K+ 40.38% |
$3.44M - $3.52M
|
161K
$12.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
46.3KNew |
$3.43M - $3.51M
|
46.3K
$3.59M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
46.1KNew |
$3.41M - $3.49M
|
46.1K
$3.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
43.4KNew |
$3.21M - $3.29M
|
43.4K
$3.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
43.1K+ 3.33% |
$3.19M - $3.27M
|
1.34M
$104M
|
|
|
Feb 13, 2023
Q4 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
40.4KNew |
$2.99M - $3.06M
|
40.4K
$3.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
38.9KNew |
$2.88M - $2.95M
|
38.9K
$3.02M
|