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 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-23.6K- 1.84% |
$1.75M - $1.79M
|
1.26M
$97.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-23.7K- 15.65% |
$1.75M - $1.79M
|
127K
$9.89M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-23.8K- 27.24% |
$1.76M - $1.8M
|
63.4K
$4.92M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-24.9K- 25.43% |
$1.84M - $1.89M
|
73K
$5.67M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-25.4K- 9.9% |
$1.88M - $1.93M
|
231K
$18M
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-26.4K- 26.7% |
$1.95M - $2M
|
72.4K
$5.62M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-26.6K- 6.39% |
$1.97M - $2.02M
|
389K
$30.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Zeit Capital LLC
|
SELL
|
- |
-26.9K- 23.31% |
$1.99M - $2.04M
|
88.4K
$6.86M
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-27.1K- 5.71% |
$2.01M - $2.06M
|
448K
$34.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-27.5K- 13.6% |
$2.03M - $2.08M
|
175K
$13.5M
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-27.8K- 0.63% |
$2.06M - $2.11M
|
4.42M
$343M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-28.3K- 43.46% |
$2.1M - $2.15M
|
36.9K
$2.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-29.6K- 3.72% |
$2.19M - $2.24M
|
766K
$59.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-29.8K- 5.0% |
$2.21M - $2.26M
|
566K
$43.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-30.9K- 3.97% |
$2.29M - $2.34M
|
747K
$58M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31.2K- 0.24% |
$2.31M - $2.37M
|
13M
$1.01B
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-31.3K- 14.61% |
$2.32M - $2.37M
|
183K
$14.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-33.1K- 28.08% |
$2.45M - $2.51M
|
84.8K
$6.58M
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
SELL
|
- |
-33.2K- 21.44% |
$2.46M - $2.52M
|
122K
$9.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-33.8K- 16.34% |
$2.5M - $2.56M
|
173K
$13.4M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-33.8K- 74.73% |
$2.5M - $2.56M
|
11.4K
$886K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-35.7K- 55.31% |
$2.65M - $2.71M
|
28.9K
$2.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-35.9K- 73.72% |
$2.66M - $2.73M
|
12.8K
$994K
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-36.1K- 19.54% |
$2.68M - $2.74M
|
149K
$11.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
SELL
|
- |
-36.1K- 36.34% |
$2.68M - $2.74M
|
63.3K
$4.91M
|
|
|
Nov 16, 2023
Q4 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-39.7K- 29.28% |
$2.94M - $3.01M
|
95.8K
$7.44M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-43K- 32.94% |
$3.18M - $3.26M
|
87.5K
$6.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-43.5K- 34.47% |
$3.22M - $3.3M
|
82.8K
$6.42M
|
|
|
Jan 11, 2023
Q4 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-45.2K- 12.74% |
$3.35M - $3.43M
|
309K
$24M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-45.3K- 40.93% |
$3.35M - $3.43M
|
65.3K
$5.07M
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-46.3K- 28.86% |
$3.43M - $3.51M
|
114K
$8.85M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-47.1K- 12.12% |
$3.49M - $3.58M
|
342K
$26.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-48.7K- 44.18% |
$3.6M - $3.69M
|
61.5K
$4.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-50.1K- 54.47% |
$3.71M - $3.8M
|
41.9K
$3.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-50.2K- 12.76% |
$3.72M - $3.81M
|
343K
$26.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-50.3K- 33.34% |
$3.72M - $3.82M
|
101K
$7.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-51.2K- 18.15% |
$3.8M - $3.89M
|
231K
$17.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-51.7K- 73.53% |
$3.83M - $3.92M
|
18.6K
$1.44M
|
|
|
Aug 10, 2023
Q4 2022
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-52.5K- 59.82% |
$3.89M - $3.98M
|
35.3K
$2.74M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-52.9K- 44.85% |
$3.92M - $4.01M
|
65.1K
$5.05M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-54.2K- 26.1% |
$4.02M - $4.12M
|
154K
$11.9M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-55.2K- 93.1% |
$4.09M - $4.19M
|
4.09K
$317K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-56.5K- 60.56% |
$4.19M - $4.29M
|
36.8K
$2.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-56.6K- 3.99% |
$4.2M - $4.3M
|
1.36M
$106M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-59K- 24.5% |
$4.37M - $4.48M
|
182K
$14.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-59.9K- 79.57% |
$4.44M - $4.55M
|
15.4K
$1.19M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-60.6K- 92.8% |
$4.49M - $4.59M
|
4.7K
$365K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-61.5K- 53.8% |
$4.56M - $4.67M
|
52.8K
$4.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-62.3K- 9.19% |
$4.61M - $4.73M
|
616K
$47.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-63.8K- 10.58% |
$4.73M - $4.84M
|
540K
$41.9M
|