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 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-63.9K- 12.03% |
$4.74M - $4.85M
|
467K
$36.3M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-66.2K- 14.09% |
$4.9M - $5.02M
|
403K
$31.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-67K- 12.6% |
$4.97M - $5.09M
|
465K
$36.1M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-68.2K- 2.38% |
$5.05M - $5.17M
|
2.79M
$217M
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
SELL
|
- |
-68.8K- 35.8% |
$5.1M - $5.22M
|
123K
$9.58M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-69.6KClosed |
$5.16M - $5.28M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-71.5K- 8.38% |
$5.3M - $5.43M
|
782K
$60.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-71.6K- 30.39% |
$5.31M - $5.43M
|
164K
$12.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-75.8K- 39.12% |
$5.61M - $5.75M
|
118K
$9.15M
|
|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
SELL
|
- |
-77.6K- 20.08% |
$5.75M - $5.89M
|
309K
$24M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-78.1K- 22.32% |
$5.78M - $5.92M
|
272K
$21.1M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-78.1K- 22.32% |
$5.78M - $5.92M
|
272K
$21.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-78.9K- 40.03% |
$5.85M - $5.99M
|
118K
$9.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-79.6K- 23.98% |
$5.89M - $6.04M
|
252K
$19.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-80.4K- 13.05% |
$5.96M - $6.1M
|
536K
$41.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
SELL
|
- |
-82.4K- 24.19% |
$6.1M - $6.25M
|
258K
$20M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-82.7K- 1.47% |
$6.13M - $6.28M
|
5.54M
$430M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-85.6K- 13.15% |
$6.34M - $6.5M
|
566K
$43.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-86K- 2.95% |
$6.37M - $6.52M
|
2.82M
$219M
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-86.6K- 51.18% |
$6.42M - $6.57M
|
82.6K
$6.41M
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
SELL
|
- |
-88.4K- 14.87% |
$6.55M - $6.7M
|
506K
$39.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-98.8K- 19.06% |
$7.31M - $7.49M
|
419K
$32.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-99.7K- 10.46% |
$7.38M - $7.56M
|
854K
$66.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-100K- 1.41% |
$7.42M - $7.6M
|
6.99M
$542M
|
|
|
Jan 18, 2023
Q4 2022
|
Sam Advisors, LLC
|
SELL
|
- |
-102K- 94.99% |
$7.52M - $7.7M
|
5.36K
$416K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-102K- 93.76% |
$7.57M - $7.76M
|
6.8K
$528K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-103K- 6.02% |
$7.59M - $7.78M
|
1.6M
$124M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-107K- 85.26% |
$7.89M - $8.08M
|
18.4K
$1.43M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-108K- 99.25% |
$8.03M - $8.22M
|
818
$63.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-111K- 7.68% |
$8.24M - $8.44M
|
1.34M
$104M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-112K- 45.88% |
$8.26M - $8.46M
|
132K
$10.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-112K- 14.49% |
$8.32M - $8.52M
|
663K
$51.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-113K- 95.27% |
$8.33M - $8.54M
|
5.58K
$433K
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-117K- 47.18% |
$8.69M - $8.9M
|
131K
$10.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-125K- 83.08% |
$9.29M - $9.52M
|
25.6K
$1.98M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-142K- 85.51% |
$10.5M - $10.8M
|
24.1K
$1.87M
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-144K- 19.01% |
$10.7M - $10.9M
|
614K
$47.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-154K- 43.2% |
$11.4M - $11.7M
|
203K
$15.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-161K- 24.72% |
$11.9M - $12.2M
|
490K
$38M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-166K- 33.87% |
$12.3M - $12.6M
|
324K
$25.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-171K- 93.47% |
$12.7M - $13M
|
12K
$930K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-178K- 8.83% |
$13.2M - $13.5M
|
1.84M
$143M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-182K- 6.26% |
$13.5M - $13.8M
|
2.73M
$212M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-185K- 13.65% |
$13.7M - $14M
|
1.17M
$90.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-192K- 47.34% |
$14.3M - $14.6M
|
214K
$16.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-205K- 88.24% |
$15.2M - $15.5M
|
27.3K
$2.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-265K- 2.74% |
$19.6M - $20.1M
|
9.4M
$729M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-266K- 16.57% |
$19.7M - $20.2M
|
1.34M
$104M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-274K- 95.37% |
$20.3M - $20.8M
|
13.3K
$1.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-278K- 13.93% |
$20.6M - $21.1M
|
1.72M
$133M
|